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2023年對西班牙股指IBEX 35 (ES35) 而言可是非凡的一年,收穫23% 漲幅,創造自2009 年以來最豐碩的年度表現,這得益於多數金融服務類股的提振。 去年35檔指數成分股中,只有7家公司出現下跌,凸顯了整體市場的正面樂觀氛圍。
本週二,IBEX 35 指數甩開大多數歐洲市場普遍存在的負面情緒,延續上漲格局,達到 10,182 點,強勢啟動 2024 年。 投資人吸收了近期的PMI數據,並維持對主要央行貨幣寬鬆預期的信心。 此外,西班牙年通膨率從 11 月的 3.2% 放緩至 12 月的 3.1%,低於市場預估 3.4%。 然而,HCOB西班牙製造業PMI略有下降,從2023年11月的46.3降至12月的46.2,結果低於市場期待之47,顯示該行業持續脆弱。 就企業面,基立福 Grifols, S.A.宣佈與中國海爾集團建立戰略合作夥伴關係並簽署股份購買協議,以約 18 億美元的價格出售其上海萊士 20% 的股權。

(西班牙股指IBEX 35年線圖)
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流動性兼顧深度與多元化,無隱藏費用
無對賭模式,不重新報價
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