德国DAX指数周一收于24132点,上涨约0.7%,超过欧洲同行,其中汽车、国防和科技股领涨。梅赛德斯-奔驰(Mercedes-Benz)、大众(Volkswagen)、保时捷(Porsche Automobil)和宝马(BMW)股价上涨1%至2.3%,此前有报道称中国可能放宽Nexperia出口禁令,市场乐观地认为持续的半导体短缺可能会缓解。与此同时,Rheinmetall的股价表现突出(+4.2%),因为这家德国国防公司和Pirochim Victoria今天签署了一项超过5亿欧元的协议,在北约成员国罗马尼亚建造一座火药厂。西门子能源(+2.5%)和SAP(+2%)受到对人工智能增长的热情以及数据中心由此产生的高能源需求的推动。与此同时,投资者继续关注财报季,同时评估来自欧洲和美国的新一批经济数据。关于国内数据,最终PMI数据证实,德国10月份的制造业活动仍在收缩。
Germany's DAX closed about 0.7% up at 24,132 on Monday, outpacing European peers, led by autos, defense and tech stocks. Shares of Mercedes-Benz, Volkswagen, Porsche Automobil and BMW gained between 1% and 2.3%, amid optimism that ongoing semiconductor shortages could ease, following reports China may relax its Nexperia export ban. Meanwhile, shares of Rheinmetall stood out (+4.2%), as the German defense company and Pirochim Victoria signed today an over €500 million to build a gunpowder factory in NATO member Romania. Siemens Energy (+2.5%) and SAP (+2%) were boosted by enthusiasm over AI growth and the resulting high energy demand from data centers. In the meantime, investors continued to monitor the earnings season, while assessing a fresh batch of economic data from Europe and the US. Regarding domestic data, final PMI data confirmed Germany's manufacturing activity remained in contraction in October.