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投资者摆脱对美联储鹰派论调的担忧,将注意力转投向令人鼓舞的企业新闻,法国CAC 40指数周三出现强弹,升1.1%,收于8,020点。 奢侈品龙头路易·威登集团 LVMH 和爱马仕Hermes表现出众,股价分别录得4%和2.1%涨幅。 LVMH 发布第一季财报营收207亿欧元折合219.9亿美元,有机营收较去年同期成长3%,达市场预期。
正面情绪蔓延到其他板块,据报阿尔斯通 Alstom可望接获英国火车订单,股价涨约3.5%。 然而,并非所有股票都雨露均霑,凯捷 Capgemini领跌,失0.7%;紧随其后的是依视路 Essilor 跌0.64%和法国兴业银行 Societe Generale跌0.62%。
同时,美联储主席鲍威尔发言谨慎,表示不会立即降息,理由是今年在实现通胀目标方面缺乏实质进展。 尽管如此,投资者选择聚焦在企业未来前景,推动股市自近七周谷底反弹。 CAC 40当前强势姿态显示市场信心十足,接下来迎接财报季,公司的财务表现和前瞻指引将带来新催化剂。

(CAC 40指数半年线图)
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