周四,标准普尔/多伦多证交所综合指数上涨0.4%,创下29453点的新高,科技和金融股的上涨抵消了央行放松政策后能源和矿业股的下跌。加拿大银行和美联储均将政策利率下调25个基点,并表示有可能进一步下调,这降低了贴现率,提高了对期限敏感和以增长为导向的行业的估值。加拿大最近的数据显示,劳动力市场降温和经济增长放缓增加了进一步宽松的可能性,并促使投资者重新定价利率。Shopify和Brookfield等对利率敏感的公司是表现最好的公司之一,分别上涨了3%和2.2%,而油价、金价和铜价的下跌对大宗商品生产商造成了压力,限制了该指数的上涨。
The S&P/TSX Composite rose 0.4% to a fresh record of 29,453 on Thursday as gains in tech and financials offset declines in energy and mining stocks following a wave of central bank easing. The Bank of Canada and the US Federal Reserve each cut policy rates by 25 basis points and signalled the possibility of further reductions, which lowered discount rates and lifted valuations for duration sensitive and growth oriented sectors. Recent Canadian data showing a cooling labour market and slowing growth have increased the odds of additional easing and prompted investors to reprice the path of rates. Rate sensitive names such as Shopify and Brookfield were among the top performers adding 3% and 2.2%, respectively, while softer oil, gold and copper prices capped the index’s advance by weighing on commodity producers.