周四,富时MIB指数继续下跌至40300点,表现不如地区同行,因为疲软的企业盈利抑制了市场情绪。意法半导体公布第二季度亏损,这是十多年来的首次亏损,由于重组成本而低于预期,股价暴跌11%,有望成为2023年7月以来最糟糕的一天。Moncler股价下跌近4%,此前该公司报告称,按固定汇率计算,第二季度收入下降1%,受欧洲和日本游客支出疲软的影响。尽管第二季度收入增长10%,Saipem仍下跌0.3%,而Italgas在报告半年核心利润增长28%后上涨0.3%。在有报道称欧盟和美国即将达成协议,对特定进口商品征收15%的关税,同时取消对其他进口商品的关税后,贸易乐观情绪的恢复限制了损失。交易员们也在等待欧洲央行当天晚些时候的政策决定,在最近的降息之后,利率预计将保持稳定。涨幅最大的股票包括Stellantis(+9.1%)、Banca Generali(+2.9%)和Prysmian(+2.3%)。
The FTSE MIB extended its decline toward 40,300 on Thursday, underperforming regional peers as weak corporate earnings dampened sentiment. STMicroelectronics posted a second-quarter loss—its first in over a decade—missing expectations due to restructuring costs, with shares plunging 11%, on track for their worst day since July 2023. Moncler slid nearly 4% after reporting a 1% drop in Q2 revenue at constant exchange rates, hurt by weaker tourist spending in Europe and Japan. Saipem slipped 0.3% despite a 10% jump in Q2 revenue, while Italgas rose 0.3% after reporting a 28% increase in half-year core profit. Losses were limited by renewed trade optimism, following reports that the EU and US are nearing a deal to apply 15% tariffs on select imports while lifting duties on others. Traders also awaited the ECB’s policy decision later in the day, with rates expected to remain steady after recent cuts. Top gainers included Stellantis (+9.1%), Banca Generali (+2.9%), and Prysmian (+2.3%).