法兰克福DAX指数周三收于24597点,上涨约0.9%,创历史新高,与欧洲同行持平。欧盟新的贸易措施和遏制钢铁进口的计划提振了市场情绪,尽管德国疲软的数据和法国的政治不确定性限制了上行空间。德国8月份工业产出暴跌4.3%,为2022年3月以来的最大跌幅,远超预期的1%跌幅。与此同时,由于美国政府停摆导致缺乏官方数据,交易员们等待着稍后公布的美联储会议纪要,以获得政策指导。工业、零售商和银行领涨,而汽车和芯片制造商则落后。蒂森克虏伯(Thyssenkrupp)在欧盟钢铁计划中跃升超过5%,Zalando(+5.3%)、西门子能源(+3.3%)和阿迪达斯(+3.3.%)也取得了强劲进展。不利的一面是,宝马在发布盈利预警后下跌了8%以上,并担心更高的钢铁关税可能会提高汽车制造商的成本。梅赛德斯-奔驰集团、保时捷汽车、大众汽车和戴姆勒卡车紧随其后。
Frankfurt's DAX closed about 0.9% firmer at 24,597 on Wednesday, an all-time high, mirroring European peers. Market sentiment was lifted by the EU’s new trade measures and plans to curb steel imports, though weak German data and political uncertainty in France limited the upside. Germany’s industrial output slumped 4.3% in August, the steepest drop since March 2022, far exceeding the expected 1% decline. Meanwhile, traders awaited the Fed minutes due later for policy guidance amid a lack of official data caused by the US government shutdown. Industrials, retailers, and banks led gains, while autos and chipmakers lagged. Thyssenkrupp jumped over 5% on the EU’s steel plan, alongside strong advances in Zalando (+5.3%), Siemens Energy (+3.3%), and Adidas (+3.3%). On the downside, BMW slid more than 8% after a profit warning and concerns that higher steel tariffs could raise costs for automakers. Mercedes-Benz Group, Porsche Automobil, Volkswagen and Daimler Truck followed closely.