欧洲股市持续攀升，并逼近历史最高水平，这得益于中国释放的一波新刺激政策以提振其经济活动。截至伦敦时间下午1:55，斯托克欧洲600指数上涨了0.6%，此前中国央行实施了针对国内经济的空前大规模宽松政策。矿业板块成为领头羊，其中英国南非矿业公司（Anglo American Plc）股价涨幅最高达8.3%。这一变化也对其他行业产生了积极影响，包括奢侈品公司的股价上涨，例如LVMH、爱马仕国际SA和开云集团。
需要注意的是，尽管中国采取了上述经济刺激措施，但其尚未宣布直接提振消费的政策，这本可为奢侈品行业提供明确的增长动力，据管理机构欧乐盛资产管理（Edmond de Rothschild Asset Management）的基金经理海亚特指出。然而，该部门进一步评论称，“当前，该行业的估值已经非常低廉，但在利润方面仍面临削减压力”。
有分析认为欧洲股市未来可能会遇到一些挑战。高盛集团策略师预测，由于大陆经济增长放缓，市场可能会出现波动。尽管交易员在押注欧洲央行将在10月降低利率，但预计疲软的增长数据可能会抵消低利率带来的正面影响。
另一方面，投资者目前关注的是美联储可能调整利率的速度和程度，尤其是在上周已作出降息决定之后。他们特别关注美联储的价格指标和美国个人消费支出的相关数据。
其他股票的变动情况也值得关注。如Commerzbank AG在德国反对Unicredit SpA收购时股价下跌后出现反弹，涨幅达到6%；AMS-Osram股价由于UBS上调其评级至买入而大幅上涨；而Smiths Group的股价则因对2024年初步结果感到失望而下挫7%。
最后，对于股市新闻感兴趣的读者可以通过特定渠道获取精选信息，这一渠道包括来自彭博社和其他选定来源的实用新闻。用户可以根据个人喜好进行个性化设置或寻求帮助以调整偏好和获取更多信息。
新闻来源：www.bloomberg.com
原文地址：European Shares Advance Toward Record on China Stimulus Boost
新闻日期：2024-09-24
原文摘要：
European stocks climbed back toward a record high, lifted by a fresh wave of stimulus from China to revive its economy. The Stoxx Europe 600 Index was 0.6% higher as of 12:55 p.m. in London after China’s central bank an unprecedented blitz of policy support for the economy. Miners led the charge in Europe, with Anglo American Plc rising as much as 8.3% on back of a in iron ore prices. Luxury goods companies, including LVMH, Hermes International SCA and Kering SA, also rose sharply. The index now stands about 1% off the record highs touched in August. China’s move “is impacting the European laggards exposed to China such as luxury, automotive or miners that are leading the stock market,” said , a fund manager at Edmond de Rothschild Asset Management.However, Chinese authorities had stopped short of announcing any measures to boost consumer spending, which would “be a clear catalyst to the luxury sector,” Hayatte noted. “The sector is today very cheap in terms of valuation but continues to face cuts in earnings,” she added.Read more: European shares could find it tricky to extend their gains much, Goldman Sachs Group Inc. strategists said, seeing the market at from the continent’s slowing economy. While traders are ramping up bets on an October interest-rate cut from the European Central Bank, Goldman told clients sluggish growth could outweigh the impact of lower rates.Investors are now focusing on how fast and how far the Federal Reserve could move on rates cuts following last week’s reduction. They will be closely watching data on the Fed’s price metric and US personal spending later this week.Among other movers, Commerzbank AG bounced as much as 6% after sliding on Monday when Germany expressed its opposition to a takeover by Unicredit SpA. AMS-Osram soared as UBS upgraded the stock to buy and Smiths Group fell 7% as 2024 preliminary results underwhelmed.For more on equity markets:You want more news on this market? Click for a curated First Word channel of actionable news from Bloomberg and select sources. It can be customized to your preferences by clicking into Actions on the toolbar or hitting the key for assistance. To subscribe to a daily list of European analyst rating changes, click .
