【德意志银行：欧洲股市的积极势头可能会持续】金十数据3月17日讯，无论从相对还是绝对角度来看，德意志银行研究部都对欧洲股市持乐观态度。该行的策略师注意到德国数十亿美元的基础设施和气候基金以及增加的国防开支的进展，预计欧洲股市的积极势头将持续下去。过去几周表现优于美国股市的德国MDAX指数仍是其最青睐的指数。策略师们认为，美国进口税是未来几周不确定性的主要来源，而关税上调导致美国经济放缓的可能性越来越大，这是欧洲股市绝对上行的主要风险。虽然他们认为乌克兰停火是最不可预测的催化剂，但他们补充道，如果实现可信的停火，将降低欧洲股市的预期风险，并吸引美国投资者。
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