《歐股》歐股早段全面造好 英股屢破頂 德銀、Vodafone、利潔時績後走高3%至9%
歐元區7月HCOB製造業PMI初值升至49.8創三年高,服務業PMI創半年高。另市場憧憬美國與歐盟即將達成貿易協議,歐洲主要股市周四(24日)早段全面造好。
泛歐600指數續升0.6%,報553.6。英國富時100指數升見9,139屢創歷史高,最新報9,137,升76點或0.8%。法國CAC指數升27點或近0.4%,報7,877。德國DAX指數升254點或近1.1%,報24,495。意大利FTSE MIB跌29點或不足0.1%,報40,668。西班牙IBEX 35指數升190點或近1.4%,報14,258。
美股三大指數期貨走個別,道指期貨跌125點或0.3%;標普500期貨升4點或不足0.1%;納指期貨升75點或0.3%。
德銀早段急升6.3%,其第二季轉賺14.9億歐元勝預期。
英國萊斯銀行集團升0.4%,其截至6月次季稅前利潤達19.9億英鎊,按年增約17%,高於市場預期的17.5億英鎊。公司同時宣派每股1.22便士中期股息,按年升15%。
歐洲電訊業巨擘Vodafone早段升3.3%,其首財季扣除租賃費用後的自然稅折舊攤銷前利潤EBITDAaL按年升4.9%至27億歐元,收入增長3.9%至94億歐元。自然服務收入增長5.5%,高於預期的4.9%。
英國FMCG巨擘利潔時(Reckitt)急升9%,其上半年經調整後經營溢利按年增長1.8%至17.1億英鎊,優於市場預期。
法國能源巨擘道達爾能源(TTE)股價跌近2%,其次季經調整純利按年跌23%至約36億歐元。
瑞士羅氏藥廠(Roche)升近1%,其上半年經營溢利升6%至約120億瑞郎(約151.5億美元),勝市場預期的117億瑞郎。公司正評估向美國客戶直接賣藥,正與美國政府討論,有望大幅壓低藥價。同業禮來(LLY.US)、輝瑞(PFE.US)及諾和諾德均已展開遙距賣藥。
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