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投資者在上週大漲後稍作喘息,歐洲股市週一表現平淡,Stoxx 50 指數和Stoxx 600 指數等主要股指徘徊在四個月高點附近。 最近的飆升是由於人們對央行可能很快展開降息的樂觀情緒加溫。 在週一市場中,零售商和銀行小幅上漲,而礦業和能源股則下跌 1-2%。
從企業消息來看,瑞士製藥巨頭羅氏(Roche)已達成協議,以 27 億美元首期付款收購 Carmot Therapeutics,這是一家專注於開發減重藥物的私人公司。 此舉使羅氏成為領先減肥藥物製造商諾和諾德(Novo Nordisk)和禮來(Eli Lilly)公司的競爭對手。
同時,英瑞製藥商阿斯特捷利康 (AstraZeneca) 宣佈與美國專注於人工智慧的生物技術公司 Absci 建立合作夥伴關係。 該合作協議價值高達 2.47 億美元,意旨在利用 Absci 的 AI 藥物創造平台設計一種用於治療多種癌症的新抗體。
隨著本週的進展,投資者將密切關注週五的美國非農就業數據,尋求有關聯準會未來政策路徑的線索。 分析師普遍預期聯準會將在 2023 年放緩升息步伐,但勞動市場的強勁程度仍是一個懸而未決的問題。

(EURO STOXX 50,半年線圖)
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隨時隨地留意市場動態
市場易受供求關系變化的影響
對關注價格波動的投資者極具吸引力
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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