欧洲股市周五收高，追随美联储主席杰罗姆·鲍威尔暗示央行可能在即将召开的会议上降息后全球股市的上涨。斯托克50指数上涨0.5%，至5492点，为2月以来的最高点，斯托克600指数上涨0.5%至562点，距离历史高点不到2点。美联储主席指出，自上次会议以来，劳动力市场的风险得到了优先考虑，下个月可能需要降息25个基点，推动市场大量购买债券和风险较高的资产。受益于宽松金融环境前景的重量级奢侈品集团股价上涨，LVMH、爱马仕和开云集团股价上涨2.5%至1.5%。汽车生产商和科技股也上涨，Stellantis、梅赛德斯-奔驰和ASML各上涨近2%。与此同时，修订后的数据显示，德国经济在第二季度收缩幅度更大，这是由于美国公司在今年早些时候提前购买以击败关税后，制造业疲软所拖累的。
European stocks closed higher on Friday, tracking the upswing for global equity markets after Fed Chair Jerome Powell signaled that the central bank is likely to cut rates in its upcoming meeting. The STOXX 50 added 0.5% to 5,492, the highest since February, and the STOXX 600 gained 0.5% to 562, less than two points away from its record high. The Fed Chair noted that risks to the labor market gained priority since the last meeting and likely warrant a 25bps cut next month, driving markets to pile on bonds and riskier assets. Heavyweight luxury conglomerates, which benefit from the outlook of looser financial conditions, rallied with LVMH, Hermes, and Kering adding between 2.5% and 1.5%. Auto producers and tech also gained, with Stellantis, Mercedes Benz, and ASML advancing close to 2% each. Meanwhile, revised data showed Germany’s economy contracted more sharply in Q2, dragged by a weaker manufacturing sector after US firms front-loaded purchases earlier in the year to beat tariffs.
