潘森宏观：欧元区经济复苏信号显现 投资者信心指数大幅反弹

Core Insights - Eurozone investors believe that economic recovery has finally begun, as indicated by the significant rise in the Sentix investor confidence index from -1.8 in January to 4.2 in February, surpassing market expectations and reaching the highest level since July 2025 [1] - The increase in the index is driven by simultaneous rises in both the current situation index and the expectations index [1] - There is "extreme confidence" among investors regarding the German economy, which has boosted overall sentiment [1] - The company continues to expect that Germany's GDP growth will accelerate further this quarter, as expansionary fiscal policies aimed at increasing defense and infrastructure spending begin to show effects [1]