在投资者预期改善、财政支出计划提振以及全球股市普遍走强等多因素推动下，DAX指数当天开盘后 持续上涨，盘中一度攀升至25030点上方。不过，股指随后有所波动。 分析人士指出，德国政府的基础设施等投资计划有助于提振经济活力，同时欧洲及全球市场近期风险偏 好有所回升，利于风险资产表现。地缘政治风险升高增加能源供应与油价走势的不确定性，但目前尚未 显著扰动市场。油价回落带来通胀压力缓解的预期，反而为股市上涨提供了动力。 新华社法兰克福1月7日电（记者马悦然）德国法兰克福股市DAX指数7日首次突破25000点，创历史新 高。 ...

Core Viewpoint - Citi's quantitative strategists indicate that the risk of profit-taking in the Nasdaq 100 index is high due to heavy investor positioning in futures [1] Group 1: Market Sentiment - Despite ongoing global trade uncertainties, investors continue to build new long positions in U.S. stock indices [1] - The bullish momentum in the U.S. stock market persists following a week dominated by new risk capital inflows [1] Group 2: Regional Positioning - Investors maintain a neutral stance towards Europe, reflecting a lack of short-term confidence [1] - There has been a reduction in positions for the DAX and FTSE 100 indices, while European banks still show bullish positioning [1]

Core Viewpoint - The German DAX index reached a historic high, reflecting strong market performance in 2023 [1] Group 1 - On Wednesday, the DAX index increased by 1% to 24,340.09 points, surpassing its previous record set on May 28 [1] - Year-to-date, the DAX index has risen by 22%, significantly outperforming the European Stoxx 600 index, which has seen an increase of nearly 9% [1]