金吾财讯 | 据外媒9月4日消息，花旗首席分析师Beata Manthey指出，经历下行阵痛之后，对经济高度敏感的欧洲周期性股票已经显现出不错的布局机会，部分前期承压较重的行业或已经熬过最艰难时期。花旗经济意外指数、全行业盈利预期修正数据，叠加夏季持续回暖的商业活动，多项指标均指向欧洲经济正在改善，政策层面的支持力度也在加码。Manthey提到，欧洲政策当局出台实质举措扶持本土产业，以汽车、化工板块为例，两大行业此前承受巨大经营压力，眼下困境或已告一段落。此外，新落地的钢铁关税机制抬升欧洲本土钢价，也使得豁免关税的本土钢铁企业从中获益。
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