欧股跌幅扩大，德国DAX指数跌超1%，欧洲斯托克50指数跌超1%，法国CAC 40指数跌近1%，英国富 时100指数跌0.4%。 ...

欧股跌幅扩大，意大利富时MIB指数失守40000点，日内跌幅1.31%。欧洲斯托克50指数、德国DAX指 数跌超1%，法国CAC40指数跌0.9%，英国富时100指数跌0.4%。 ...

Group 1 - UBS's report addresses ten challenging questions from investors regarding global economic conditions and strategic outlook [1] - The report highlights that current tariffs impose an effective GDP tax of approximately 1.5% on U.S. importers, with global growth tracking at a mere 1.3% year-on-year, placing it in the 8th lowest historical percentile [1] - The report indicates that the recent dollar sell-off is not indicative of a long-term depreciation trend, as it lacks key elements seen in previous cycles, such as improved economic growth in other regions [2] Group 2 - The initial impact of tariffs on U.S. inflation data is expected to manifest in the July CPI report, with significant effects potentially delayed by one to two months [3] - There is a notable discrepancy between reported trade data and container shipping data, suggesting that foreign exporters are not significantly lowering prices to absorb tariff costs [4] - The U.S. budget deficit is primarily influenced by the 2017 tax cuts, with concerns about supply issues persisting, but historical demand fluctuations are expected to absorb any supply increases [5] Group 3 - Evidence suggests a reduction in foreign investors' exposure to U.S. assets, with April data indicating asset sell-offs, although the continuation of this trend remains uncertain [6] - The U.S. stock market typically outperforms during global GDP slowdowns, but the current slowdown is largely driven by the U.S. economy, with European markets showing unexpected resilience [7] - The "One Big Beautiful" Act is projected to provide a 45 basis point boost to economic growth by 2026, despite initially increasing the deficit [9] Group 4 - Central banks globally are adjusting their policies in response to tariff impacts, with expectations of 1-3 rate cuts, while the Fed faces a dilemma balancing inflation and employment concerns [10] - China has implemented fiscal stimulus measures equivalent to 1.5-2% of GDP, with further monetary easing anticipated, including a potential 20-30 basis point rate cut [11]

Group 1 - European stock markets closed mostly lower, with the German DAX index down by 0.42% [1] - The UK FTSE 100 index saw a slight increase of 0.01% [1] - The French CAC index declined by 0.77% [1] - The Euro Stoxx 50 index fell by 0.98% [1]

智通财经7月2日电，欧股集体高开，欧洲斯托克50指数涨0.56%，德国DAX30指数涨0.31%，英国富时 100指数涨0.42%，法国CAC40指数涨0.58%，意大利富时MIB指数涨0.46%。 ...

纳斯达克综合指数突破2024年12月高点，再刷历史新高。 ...

智通财经6月27日电，欧股开盘普涨，德国DAX指数涨0.96%，法国CAC40指数涨0.43%，英国富时100 指数涨0.29%，欧洲斯托克50指数涨0.79%。 ...

智通财经6月26日电，欧股开盘，欧洲斯托克50指数涨0.32%，德国DAX30指数涨0.47%，英国富时100 指数跌0.13%，法国CAC40指数涨0.38%，意大利富时MIB指数涨0.39%。 ...

欧股短线跳水，德国DAX指数、意大利富时MIB指数跌超1%。 ...

欧股集体低开，德国DAX指数跌0.73%，英国富时100指数跌0.32%，法国CAC 40指数跌0.62%，欧洲斯 托克600指数跌0.66%。 ...