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HCOB法國製造業PMI自1月43.1漲至2月46.8,高於市場估值43.5。 儘管連續第13個月低於50榮枯閥值,當月數據創2023年3月以來最高水準。成長動力來自新訂單指數改善,該指數上漲逾7個點,大幅提升製造業PMI表現。 調查中一些製造商表示正補充庫存量以應付產量的增加。 另外,製造業裁員步伐放緩。 在物價方面,投入成本持續下降,顯示供應鏈中斷事件未對生產發生負面衝擊。 展望未來,法國製造商對未來12個月的預期保持中性。

(法國製造業PMI,標普全球)
受企業正面消息拉抬,法國CAC 40 指數上週五表現優異上漲0.7%,收在7,966點,創下歷史新高。 工業天然氣龍頭Air Liquide 在公佈去年年度業績後,股價漲2.2% 飆出新高,並激勵巴黎股市。 該公司將2022至2025 年間的營業利潤率目標提高一倍,管理層並提議股息增加8.5% 至 3.20 歐元。
凱捷管理顧問公司Capegemini、輪胎生產商米其林Michelin和汽車製造商斯泰蘭蒂斯Stellantis 股價亦向上發揮,漲幅分別錄得1.99%、1.76%和1.57%。 同時,投資人密切關注最新的企業動態以及聯準會和歐洲央行貨幣政策官員最近的評論,以獲取任何有關降息訊號的蛛絲馬跡。 美股市場強勢表態帶動法國CAC 40 指數週收漲 2.8%。

(CAC 40 指數年線圖)
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