受金融板块下跌拖累,富时MIB指数周三下跌0.4%,收于41907点。忠利股价下跌2.9%,此前公布了几项投资组合调整,包括减少对Netflix(-9.2%)和可口可乐(-9.7%)的持股,同时增加对蓝猫头鹰资本和高盛的头寸。联合圣保罗银行股价下跌1.6%,因其与第一银行的合并进入最后阶段,预计将于10月31日完成,等待监管机构的最终批准。其他主要银行也下跌,Banca Popolare di Sondrio下跌3.1%,BPER下跌3.0%。法国巴黎银行证券公司将Nexi股票评级下调至中性,并将其目标价下调至5.30欧元,原因是银行BPM(-2.8%)和建行的去迁移以及北欧客户业务的重新外包等特殊事件,Nexi股价下跌5.4%。莱昂纳多下跌超过4%,因中东地缘政治紧张局势缓解拖累国防股,而汽车制造商表现出色,法拉利上涨2.9%,Stellantis上涨3.2%。
The FTSE MIB fell 0.4% to close at 41,907 on Wednesday, dragged down by losses in the financial sector. Generali dropped 2.9% after disclosing several portfolio adjustments, including reducing its holdings in Netflix (-9.2%) and Coca-Cola (-9.7%) while increasing positions in Blue Owl Capital and Goldman Sachs. Intesa Sanpaolo fell 1.6% as its merger with First Bank entered the final phase, with completion expected by October 31 pending final regulatory approval. Other major banks also retreated, with Banca Popolare di Sondrio down 3.1% and BPER 3.0%. Nexi tumbled 5.4% after BNP Paribas Exane downgraded the stock to Neutral and cut its target price to EUR 5.30, citing extraordinary events such as the de-migration of Banco BPM (-2.8%) and CCB, and the re-insourcing of a Nordic client’s operations. Leonardo declined over 4% as easing geopolitical tensions in the Middle East weighed on defense stocks, while automakers outperformed, with Ferrari up 2.9% and Stellantis 3.2%.