德國股市在大幅反彈後重返高位

德國股市指數(GER30)擺脫了一些選舉鬧劇的影響,徘徊在歷史高點附近。

GER30 - Daily Chart
GER30-日線圖

一些溫和的拋售在先前的高點創造了一個障礙,但仍有反彈的空間,並旨在創造進一步的上行空間。

梅爾茨未能獲得德國聯邦議院多數席位,週二在德國市場引發衝擊波,在經濟陰雲密佈之際,引發了對德國政治穩定性的質疑。

「他的挫折給德國出口驅動型經濟增加了新的不確定性,德國經濟已經受到美國貿易政策轉變的壓力,」《世界日報》的Holger Zschäpitz表示。

「德國投票支持變革​​。政客們決定保持一切不變。現在,由工業和經濟破壞組成的聯盟甚至無法同意投票選出總理,」Tressis首席經濟學家Daniel Lacalle表示。

作為保守的基民盟/基社盟集團的領導人,梅爾茨相信他已經與社會民主黨達成了選舉後的聯合政府協議。但令人震驚的是,他只獲得了正式成為總理所需的316票中的310票。這是戰後德國首次出現一位準總理在達成此類協議後未能獲得議會批准的情況。

在第二次投票中,梅爾茨確實獲得了必要的批准,但這引發了人們對推動改革能力的質疑。投資者將關注梅爾茨重振德國萎靡經濟的計畫。儘管經濟疲軟,但股市仍處於高位,需要看到正面的數據才能保住當前的漲幅。

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