周二,受金融和科技股疲软的压力,富时MIB指数下跌0.2%,收于43071点。金融类股大多下跌,MPS(-1.7%)、Banco BPM(-17%)、BPER Banca(-1.8%)、Mediobanca(-0.6%)、BP Sondrio(-1.5%)、Unicredit(-0.6%”)和Intesa Sanpaolo(-0.2%)均对该指数构成压力。Kepler Cheuvreux将BPER Banca的评级从“买入”下调至“持有”,理由是今年上涨近60%后涨幅有限,同时将其目标价上调至10.3欧元。与此同时,高盛披露其持有MPS 0.001%的股份,低于前一天的3.011%。并购猜测继续围绕着Mediobanca、Generali、Unicredit和Intesa Sanpaolo。在上涨股中,忠利(+0.5%)、Unipol(+2%)、Finecobank(+1.2%)和Azimut(+2.1%)上涨。意法半导体(-1.8%)领跌科技股,莱昂纳多下跌0.9%。从好的方面来看,奢侈品股表现优异,Moncler(+2.3%)和Brunello Cucinelli(+2.1%)因对新设计师发布和可负担性努力的乐观情绪而上涨。
The FTSE MIB fell 0.2% to close at 43,071 on Tuesday, pressured by weakness in finance and technology stocks. Financial shares traded mostly lower, with MPS (-1.7%), Banco BPM (-1.7%), BPER Banca (-1.8%), Mediobanca (-0.6%), BP Sondrio (-1.5%), Unicredit (-0.6%), and Intesa Sanpaolo (-0.2%) all weighing on the index. Kepler Cheuvreux downgraded BPER Banca to “hold” from “buy,” citing limited upside after a nearly 60% rally this year, while raising its target price to €10.3. Meanwhile, Goldman Sachs disclosed a 0.001% stake in MPS, down from 3.011% a day earlier. M&A speculation continued to surround Mediobanca, Generali, Unicredit, and Intesa Sanpaolo. Among gainers, Generali (+0.5%), Unipol (+2%), Finecobank (+1.2%), and Azimut (+2.1%) advanced. STMicroelectronics (-1.8%) led tech losses, while Leonardo slipped 0.9%. On the upside, luxury stocks outperformed, with Moncler (+2.3%) and Brunello Cucinelli (+2.1%) rallying on optimism over new designer launches and affordability efforts.