感恩节与中美紧张局势拖累欧洲股市

周四,欧洲股市下跌,假期市场交易清淡,在中美之间出现新的紧张迹象之后,银行,汽车制造商和软件公司首当其冲遭受损失。

Stoxx欧洲600

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    SXXP,-0.44%

                            
                                  
      
      
      
      
      
      
      
                                         下跌0.2%至408.82,在周三创下52周新高后,上涨0.3%。

德国DAX

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    达克斯,-0.07%

                            
                                  
      
      
      
      
      
      
      
                                        法国CAC 40指数下跌0.3%至13243.96

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    PX1,-0.13%

                            
                                  
      
      
      
      
      
      
      
                                        下跌0.3%至5907.25。英国富时100

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    UKX,-0.94%

                            
                                  
      
      
      
      
      
      
      
                                        英镑下跌0.5%至7392.39

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    英镑/美元,+ 0.2013%

                            
                                  
      
      
      
      
      
      
      
                                        尤戈夫(YouGov)对《纽约时报》进行的民意调查显示,总理鲍里斯·约翰逊(Boris Johnson)的保守党将以轻松的多数票赢得12月12日的选举,此后便上涨。

周三美国股市小幅收高,但创下新纪录。这些市场在周四感恩节假期休市,而周五交易日缩短。

欧洲和亚洲股市以及美国股市下跌,因中国总统唐纳德·特朗普(Donald Trump)周三签署了一项支持香港示威者的法案,中国扬言要进行不明朗的报复。中国的愤怒反应使人们怀疑双方能否及时达成第一阶段协议,以便美国在12月15日对中国实施下一轮关税。

中国外交部周四在一份声明中说:“我们建议美国不要采取谨慎的行动,否则中国将被要求坚决采取行动,其由此产生的一切后果将由美方承担。”

银行股领跌,汇丰控股

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    汇丰银行-0.77%

                            
                                  
      
      
      
      
      
      
      
                                  
                                    汇丰银行-1.00%

                            
                                  
      
      
      
      
      
      
      
                                        下跌0.9%,瑞银集团

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    瑞银,-0.90%

                            
                                  
      
      
      
      
      
      
      
                                  
                                    瑞银集团-0.66%

                            
                                  
      
      
      
      
      
      
      
                                        下降0.8%。

权重德国商业软件集团SAP的股票

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    SAP,+ 0.40%

                            
                                  
      
      
      
      
      
      
      
                                  
                                    SAP,+ 0.92%

                            
                                  
      
      
      
      
      
      
      
                                        减少0.6%。

戴姆勒(Daimler)对贸易发展敏感的汽车行业也下跌了

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    DAI,-1.43%

                            
                                  
      
      
      
      
      
      
      
                                        下跌0.9%,大众汽车

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    VOW -0.14%

                            
                                  
      
      
      
      
      
      
      
                                        下跌0.8%。

法国饮料制造商RémyCointreau的股票

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    RCO,-0.26%

                            
                                  
      
      
      
      
      
      
      
                                        花旗分析师西蒙·海尔斯(Simon Hales)表示,在上半年业绩未达到已经降低的市场预期之后,该股下跌了2.8%。他在一份报告中对客户说:“管理层还发布了新的会计年度利润指南,现在预计“集团品牌的营业利润将有轻微的有机增长,而集团的营业利润将保持稳定。”

JerónimoMartins SGPS的股票

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    JMT,-0.89%

                            
                                  
      
      
      
      
      
      
      
                                        瑞银(UBS)分析师将股票评级从买入下调至中性,此前该股下跌了近4%,原因是他们预测葡萄牙食品分销和专业零售商的2020-2021年前景将更为艰难。

从正面看,英国维珍货币(VMUK)的股票

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    VMUK,+ 5.18%

                            
                                  
      
      
      
      
      
      
      
                                        金融服务集团的业绩略好于预期后,股价飙升13%。 “从根本上来说,我们认为它仍然被低估了,VMUK集成带来的收益(收入和成本)尚未流失,” Goodbody的John Cronin领导的一组分析师表示。

西班牙电信股份

                            
                            
                                  
      
      
      
      
      
      
      
                                  
                                    TEF,+ 2.49%

                            
                                  
      
      
      
      
      
      
      
                                  
                                    TEF,+ 1.40%

                            
                                  
      
      
      
      
      
      
      
                                        西班牙电信集团宣布了一项重大重组,计划重组业务,该公司将通过设立两个新部门,统一其在拉丁美洲的业务并专注于主要市场来进行业务重组,该公司股价上涨了1.2%。该公司表示,此次改造将在2022年之前产生超过20亿欧元(22亿美元)的额外收入。

相关话题

  • 欧洲市场
  • 欧洲
  • 投资
  • 股票
  • 欧洲中央银行
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