花旗:欧洲周期性股票最艰难时期或已过去

格隆汇
Sep 04
花旗集团首席分析师Beata Manthey表示,经历一段艰难时期后,与经济状况密切相关的欧洲股票正迎来颇具吸引力的入场时机。随着经济数据改善以及政策支持力度加大,欧洲部分受冲击最严重的行业或许已经度过最困难的时期。花旗的经济意外指数、覆盖广泛行业的盈利预期修正情况,以及夏季以来不断回升的商业活动,均表明欧洲经济正朝着正确方向发展。Manthey表示,欧洲政策制定者正在采取切实措施,保护行业发展。她以汽车和化工行业为例称,这些行业此前面临巨大压力,但如今可能已经度过最艰难的阶段。另外,近期推出的钢铁关税制度目前已经推高了欧洲国内钢铁价格,同时让无需缴纳该项关税的欧洲钢铁生产商受益。

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