金吾财讯 | 周四欧洲主要股市整体小幅走高,泛欧Stoxx600(STOXX)指数收涨0.13%,指数在前一交易日刚刚从历史纪录高位出现回落。大宗商品端原油价格出现回落,霍尔木兹海峡航运扰动以及美伊和平谈判陷入停滞的环境之下,市场对原油需求端的担忧情绪升温,压制油价表现,而股市多数行业板块同步走高,欧洲大陆主要股指早盘普遍录得上涨。各国股指呈现分化格局,德国DAX(IND)上涨0.45%,法国CAC(IND)小幅上行0.15%,伦敦UKX指数下跌0.39%。英国公布二季度经济录得0.4%的增长;波兰二季度同比经济增长3.8%,数据符合市场此前预期;西班牙7月年度通胀率向上修正至3.6%,瑞士7月生产者及进口价格同比下滑2.1%,区域内经济与通胀数据继续呈现差异化特征。个股层面,丹麦航运集团Maersk大涨8.3%,公司最新利润数据超出市场预期,同时年内第二次上调全年盈利指引,成为盘面亮眼标的。债券市场波动幅度整体有限,美国10年期国债收益率下行不足1个基点,报4.67%;英国10年期国债收益率下跌1个基点至4.96%;德国10年期国债收益率维持在3.16%附近基本走平。市场资金保持观望姿态,投资者静待周五即将公布的美国7月零售销售数据,该指标将进一步为海外货币政策路径提供参考。外汇市场方面,欧元兑美元、英镑兑美元、瑞士法郎兑美元均维持区间震荡运行。
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