周三,法兰克福DAX指数在24120附近几乎持平,暂停了两天的下跌,但保持在两周低点附近,与欧洲市场的谨慎情绪一致。在9月8日的信任投票之前,投资者继续关注法国政治不确定性的加剧,同时也在等待英伟达即将公布的收益,以寻找人工智能交易的线索。在国内,德国GfK消费者气候指标从8月份略微修订的-21.7降至2025年9月的-23.6,低于-22.0的预测,是自4月以来的最低水平。这一下降反映了家庭对潜在失业和持续通胀的担忧加剧。在企业方面,德国商业银行(-2.5%)、德意志银行(-2.3%)和西门子能源(-1.6%)均出现大幅亏损。相比之下,汽车股上涨,保时捷(+2.4%)、梅赛德斯-奔驰(+1%)和宝马(+0.9%)领涨。
The DAX in Frankfurt was nearly flat around 24,120 on Wednesday, pausing a two-day decline but holding near a two-week low, in line with the cautious mood across European markets. Investors continued to monitor heightened political uncertainty in France ahead of a September 8 confidence vote, while also awaiting Nvidia’s upcoming earnings for clues on the AI trade. Domestically, Germany’s GfK Consumer Climate Indicator dropped to -23.6 for September 2025 from a marginally revised -21.7 in August, missing forecasts of -22.0 and marking the weakest reading since April. The decline reflected rising household concerns over potential job losses and persistent inflation. On the corporate front, sharp losses were seen in Commerzbank (-2.5%), Deutsche Bank (-2.3%), and Siemens Energy (-1.6%). In contrast, auto stocks traded higher, led by Porsche (+2.4%), Mercedes-Benz (+1%), and BMW (+0.9%).