欧洲股市连续第二日下跌,受到科技股拖累,该板块追随亚洲和美国半导体股的抛售走势。
斯托克欧洲600指数收跌0.6%,不过成交依然清淡。科技板块下跌3.6%,走势跟随亚洲市场。亚洲方面,三星电子创纪录的利润未能打动投资者;美国方面,截至伦敦时间下午4点57分,纳斯达克100指数下跌2%,费城半导体指数下跌6%。
在欧洲大型科技股中,阿斯麦控股对基准指数跌幅拖累最大。其他芯片相关个股,包括Infineon Technologies AG、ASM International NV和STMicroelectronics NV,跌幅均超过7%。
不过,欧洲基准股指仍徘徊在纪录高位附近,消费相关股票受益于投资者撤出科技股。壳牌是当日上涨的个股之一,在交易更新显示第二季度油气交易表现再次强劲后,该股上涨3.4%。地基工程专业公司Keller Group Plc在上调全年盈利展望后大涨23%。
即将到来的企业财报季将是决定市场能否在今年9%涨幅基础上继续上行的关键。随着股价上涨,分析师也在上调盈利预期,这提高了企业交出令人满意的业绩答卷的门槛。
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