欧洲股市录得四周来第三周下跌 美国就业报告强劲推升加息押注

智通财经
Sep 05
【欧洲股市录得四周来第三周下跌 美国就业报告强劲推升加息押注】欧洲股市录得四周来第三周下跌,此前美国就业报告强于预期,交易员进一步加大了对美联储加息的押注。斯托克欧洲600指数收盘基本持平,本周累计下跌0.8%,创近两个月最大单周跌幅。美国8月就业增长超出预期,失业率维持不变,显示劳动力市场的动能强于此前认为的水平。交易员目前预计,美联储本月晚些时候加息的概率约为60%,而周四市场定价显示加息概率还只有五五开。Ecofi股票基金经理Karen Georges表示,“现在几乎没有多少理由支持美联储采取鸽派立场。通胀正在上升,而数据也清楚显示就业市场相当有韧性。”她表示,“市场目前并没有太过关注宏观经济数据,注意力仍集中在第二季度的良好企业业绩上,因此在这种情况下,好消息就是好消息。”汽车板块表现领先,大众汽车领涨。这家德国汽车制造商的监事会支持一项重整计划,其中包括额外裁员5万人,推动大众汽车股价上涨6.5%。科技板块涨幅最大,媒体和医疗保健板块表现最为滞后。面对通胀前景和利率进一步上升的可能性,欧洲投资者态度趋于谨慎。市场目前已经几乎完全计入欧洲央行下周加息的预期。

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