欧洲股市迈向新冠疫情以来最差单月表现 受中东战争影响

环球市场播报03-28

  欧洲股市下跌,迈向自6月以来的首次月度下跌,受伊朗战争持续和油价攀升影响。

  斯托克欧洲600指数收盘下跌1%,收窄了本周微弱涨幅。该基准指数本月跌幅预计将达9.2%,这将是自2020年新冠疫情冲击全球经济以来最大的月度跌幅。 

  个股方面,西门子能源股价下跌3.9%,此前这家德国制造商失去被摩根士丹利视为首选股的地位。阿斯利康上涨3.4%,其针对致命肺部疾病慢性阻塞性肺病的实验性药物在两项晚期临床试验中,成功减缓了症状恶化。

  随着霍尔木兹海峡实际上仍处于封锁状态,能源价格上涨,布伦特原油价格已突破每桶110美元。周五上午,伊朗和以色列互射导弹,德黑兰还袭击了多个海湾国家,这凸显了双方继续交战的意愿。

  “问题在于,要达成协议需要双方共同让步,因此我建议不要过早乐观,”CG Asset Management Ltd.投资组合经理Emma Moriarty表示。“本周的事件表明,谈判双方仍存在巨大分歧,而且伊朗方面参与谈判的意愿明显不足。”

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