德国DAX指数周四上涨0.3%，突破24600点，创下历史新高，受美国降息预期和缓解地缘政治紧张局势希望的支撑。美联储9月会议的最新纪要显示，尽管整体基调谨慎，但政策制定者倾向于今年进一步降息。在地缘政治方面，美国总统唐纳德·特朗普证实，包括释放人质在内的加沙和平计划将于今天晚些时候签署。与此同时，法国的政治不确定性仍在继续，必须找到一个联盟来组建新政府，总统埃马纽埃尔·马克龙誓言在周五之前任命新总理。在股市中，拜耳领涨，在公布其帕金森氏细胞疗法bemdaneprocel的36个月I期数据令人鼓舞后，涨幅超过2%。其他表现最好的公司包括巴斯夫和汉高，各自上涨超过1%，而西门子能源在加拿大皇家银行的积极评价下也上涨了1%以上。
Germany's DAX rose 0.3% to surpass 24,600 on Thursday, setting fresh record highs, supported by expectations of US rate cuts and hopes of easing geopolitical tensions. The latest minutes from the Federal Reserve’s September meeting suggest policymakers are leaning toward further rate cuts this year, despite a cautious overall tone. On the geopolitical front, US President Donald Trump confirmed that the Gaza peace plan, including the release of hostages, will be signed later today. Meanwhile, political uncertainty continued in France, where a coalition must be found to form a new government, with President Emmanuel Macron vowing to name a new prime minister by Friday. Among equities, Bayer led gains, climbing over 2% after reporting encouraging 36-month Phase I data for its Parkinson’s cell therapy bemdaneprocel. Other top performers included BASF and Henkel, each rising more than 1%, while Siemens Energy also gained over 1% following a positive assessment from RBC.
