德国股市存在进一步走高的支撑

由德国30大股指组成的DAX指数最近遭遇抛售,但显示出再次上涨的支撑。

GER30 – 4H Chart

GER30 – 4小时图

GER30指数的价格在24,265水平显示出一些支撑,并可能很快突破更高。如果目前的水平失败,那么可能会出现更大规模的抛售。

在美国和欧洲最近达成协议之后,今年德国股指出现了催化剂。该协议将对欧洲公司征收15%的关税,并对美国公司征收15%的关税,此举将影响DAX指数中一些最大的成分股公司。大众集团部分控股的保时捷将是受影响最大的公司,因为它将美国视为一个巨大的市场。

DAX指数也对欧洲央行的行动做出了反应。与美联储不同,欧洲央行今年已经多次降息,将官方现金利率降至2%。

德国银行业巨头德国商业银行的股价今年上涨了130%以上。意大利联合信贷银行入股的消息提振了股价。联合信贷银行暗示,它将在今年或2026年发起收购要约。然而,风险在于,德国商业银行已经成为一家估值过高的公司,因为它在过去12个月里上涨了近200%。

全球股市的积极情绪可能带来24,600点的重新测试。

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