周五下午,斯托克50指数和斯托克600指数均上涨0.5%,并有望在5月底上涨约4%,这是自1月以来最强劲的月度表现。石油和天然气、医疗保健和公用事业板块领涨。投资者正在消化欧元区最大经济体的新通胀数据,CPI数据显示德国、意大利和西班牙的通胀有所缓解,这可能会给欧洲央行在下周即将召开的会议上削减借贷成本提供更多空间。与此同时,美国贸易争端的不确定性加剧,阻碍了进一步的增长。一家联邦上诉法院暂时恢复了唐纳德·特朗普总统的关税,就在一家贸易法院裁定他越权的一天后。与此同时,美国财政部长Scott Bessent表示,与中国的贸易谈判“有点停滞”。在个股中,SAP(+1.2%)、西门子(+1.6%)和欧莱雅(+1.7%)表现最佳,而赛诺菲则表现最差,下跌4.4%。
Both the STOXX 50 and STOXX 600 rose by 0.5% on Friday afternoon and are on track to end May with gains of around 4%, marking their strongest monthly performance since January. The rally was led by the oil & gas, healthcare, and utilities sectors. Investors were digesting fresh inflation data from the Eurozone’s largest economies, with CPI figures showing easing inflation in Germany, Italy, and Spain, potentially giving the ECB more room to cut borrowing costs at its upcoming meeting next week. At the same time, rising uncertainty over the ongoing US trade dispute prevented further gains. A federal appeals court temporarily reinstated President Donald Trump’s tariffs, just a day after a trade court ruled he had exceeded his authority. Meanwhile, US Treasury Secretary Scott Bessent said trade talks with China were “a bit stalled". Among individual stocks, SAP (+1.2%), Siemens (+1.6%), and L'Oréal (+1.7%) were among the top performers, while Sanofi was the biggest laggard, falling 4.4%.