德国股市在大幅反弹后重返高位

德国股市指数(GER30)摆脱了一些选举闹剧的影响,徘徊在历史高点附近。

GER30 - Daily Chart
GER30 – Daily Chart

一些温和的抛售在之前的高点创造了一个障碍,但仍有反弹的空间,并旨在创造进一步的上行空间。

梅尔茨未能获得德国联邦议院多数席位,周二在德国市场引发冲击波,在经济阴云密布之际,引发了对德国政治稳定性的质疑。

“他的挫折给德国出口驱动型经济增加了新的不确定性,德国经济已经受到美国贸易政策转变的压力,”《世界日报》的Holger Zschäpitz表示。

“德国投票支持变革。政客们决定保持一切不变。现在,由工业和经济破坏组成的联盟甚至无法同意投票选出一位总理,”Tressis首席经济学家Daniel Lacalle表示。

作为保守的基民盟/基社盟集团的领导人,梅尔茨相信他已经与社会民主党达成了选举后的联合政府协议。但令人震惊的是,他只获得了正式成为总理所需的316票中的310票。这是战后德国首次出现一位准总理在达成此类协议后未能获得议会批准的情况。

在第二次投票中,梅尔茨确实获得了必要的批准,但这引发了人们对推动改革能力的质疑。投资者将关注梅尔茨重振德国萎靡经济的计划。尽管经济疲软,但股市仍处于高位,需要看到积极的数据才能保住当前的涨幅。

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