欧洲股市录得了有史以来最高的收盘记录，在对中国刺激措施乐观情绪的推动下，全球第二大经济体的相关行业反弹势头强劲。在周四交易日结束时，斯托克欧洲600指数上涨了1.3%。奢侈品品牌、矿业公司、汽车制造商以及科技板块领涨，原因在于Bloomberg报道称中国计划向最大的国有银行注入高达一万亿元人民币（约1420亿美元）的资金。
尽管这些中国的进展支撑了整体市场情绪，但个别公司的信息却导致部分股票股价大幅下挫。快速时尚零售商股价一度下滑8.6%，原因是其在欧洲的寒流天气后宣布可能无法实现年度运营利润率目标；游戏公司股票最大跌幅达到了21%，原因是推迟了旗下《刺客信条》系列视频游戏的发布。
能源类股票也承压下跌，跟随了油价的走低趋势。请注意，尽管本周股市上涨，但欧洲股市整体表现并未从8月底水平显著改变，市场关注点集中在美国和欧洲经济增长放缓的担忧上。尽管美联储降息和中国刺激措施提振了周期性行业的股价，但投资者正在寻找新的催化剂。
可能的新动向包括利率下调的信号：市场预期欧洲央行和美联储今年将进一步放宽货币政策的可能性。在瑞士央行将关键利率维持不变后，Swaps交易员首次看到在年底前可能出现50个基点的欧洲央行降息行动这一可能性。当天，欧洲央行行长以及美联储主席讲话可能提供有关利率走向的线索。
晨星集团（Morningstar）的欧洲市场策略师Field指出，即将到来的财报季也可能成为推动某些行业重新获得动力的关键因素，同时预计还将有进一步的利率下调。“投资者情绪有所回升，这是一个积极信号。” Field在接受采访时说道，“现在看来，只要前景变得更加乐观，市场上很难找到明显的负面因素。”
欲了解更多股市信息，请点击Bloomberg和精选来源所打造的个性化First Word频道获取具有实用性的新闻资讯。用户可以通过工具栏中的操作功能或按下键盘上的帮助键来自定义偏好设置，以订阅每日欧洲分析师评级变动清单。
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新闻来源：www.bloomberg.com
原文地址：European Stocks Close at Record Levels as China Hope Fuels Rally
新闻日期：2024-09-26
原文摘要：
European equities notched their highest close on record as investor optimism over China’s stimulus spurred a rebound in sectors exposed to the world’s second-biggest economy.The Stoxx Europe 600 Index ended Thursday’s session with a gain of 1.3%. Luxury goods firms, mining stocks and automakers, along with technology shares, led gains after Bloomberg reported that to inject as much as one trillion yuan ($142 billion) of capital into its biggest state-owned banks.While the developments in China supported the overall sentiment, some company updates triggered sizable downward moves among individual stocks. slumped as much as 8.6% after the fast-fashion retailer said it’s unlikely to hit its operating margin target for the year following cold weather in Europe. dropped as much as 21% after as it delayed its next Assassin’s Creed video game.Energy stocks also slipped, tracking a drop in the price of .Read: Despite this week’s rally, European equities are trading more or less unchanged from their August close amid concerns over slowing economic momentum in the US and Europe. While the Federal Reserve’s interest-rate cut and Chinese stimulus measures have fueled gains in cyclical sectors, investors are on the lookout for fresh catalysts.Those could come from fresh rate-cut signals, with money markets on further monetary policy easing this year from the European Central Bank and the Fed. Swaps traders now see 50 basis points of ECB rate cuts by year-end for the first time since Aug. 6 after Switzerland its key rate. ECB President and Fed Chair are due to speak later in the day and could offer clues on the rate outlook. , European market strategist at Morningstar, said the upcoming earnings season could also serve as a catalyst for certain sectors to regain momentum, while there is still a likelihood of further interest-rate cuts to come.“Investor spirits have picked up a little bit, which is a positive,” Field said in an interview. “It’s hard to see what the market is going to take very negatively before the year-end now that the picture is looking brighter.”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 .
