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欧洲市场上涨1%，油价下跌缓解通胀担忧

2026-09-21 21:35:10

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Key highlights

Falling crude oil prices provide support for markets
Germany's DAX index still rises amid political headwinds
The direction of ECB's monetary policy is scrupulously

European stocks rose about 1% on Monday

European stocks rose about 1% on Monday, driven by falling crude oil prices, easing concerns and improving corporate earnings prospects. The STOXX 600 index posted its largest one-day gain in more than two months.

Germany's DAX index rose despite German Chancellor Friedrich Merz's party suffering its worst results in state elections in more than seventy years. Technology stocks dominated the market's rally, with stocks such as ASML and Soitec performing well. Market participants are closely watching the ECB's comments for signals on whether monetary policy continues to tighten.

Falling energy prices boost market confidence

European stocks surged Monday, as falling energy prices allowed traders to ignore Germany's political challenges and growing interest rate anxiety. The Stoxx 600 index rose about 1%, posting its strongest one-day performance in more than eight weeks. France's CAC 40, Italy's FTSE MIB and Spain's IBEX 35 index also recorded gains of nearly 1%. London's FTSE 100 index rose nearly 1%, but weakness in the energy sector limited overall gains.

股市走强的主要催化剂来自石油市场的持续疲软。随着市场参与者关注中东事务潜在的外交进展，油价连续第四个交易日下跌。特朗普总统表示，愿意在联合国大会期间与伊朗总统马苏德·佩泽什基安举行潜在会晤。能源成本的降低可以缓解通胀压力，同时提高对能源依赖型企业的利润率。这一动态使欧洲市场在周五下跌后得以反弹。斯托克600指数上周回撤0.33%，延续了三周的连跌态势。周五的下跌源于对欧洲原油供应的担忧，此前沙特阿美在针对其东西管道基础设施的袭击后暂停了部分配额分配。

德国政治逆风下的DAX指数

尽管默茨总理面临艰难的周末局面，德国DAX指数仍上涨约1%。默茨所在的保守派政党自1949年以来首次在州选举中取得令人失望的结果。这一结果引发了对联合政府稳定性以及政府实施经济改革措施能力的担忧。德银分析师指出，市场的即时影响更多集中在德国政治中心的侵蚀，而非国家政策的转变。

科技股帮助抵消了这些政治担忧。Soitec股价飙升超过7%，ASML在亚洲科技市场积极动量的推动下上涨约4%。诺和诺德则逆势下跌超过5%，因其公布的长期增长展望不及预期。

欧洲央行货币政策方向备受审视

投资者继续密切关注欧洲央行官员的声明。欧洲央行行长克里斯蒂娜·拉加德和执行委员会成员皮耶罗·奇波洛内定于周一稍晚发表讲话。市场寻求明确信号，判断欧洲央行最近的2.50%利率调整是对通胀和能源挑战的孤立反应，还是标志着新一轮紧缩周期的开始。欧元区通胀数据仍高于目标水平，持续对货币当局施加压力。债券市场已对最新的利率决定做出反应，投资者对任何暗示借贷成本可能维持高位的迹象保持高度敏感。

个股表现差异显著。Elixirr International因披露有机增长乏力而大幅下跌。Ayvens虽宣布改善了2029年有形股本回报率预测，但仍遭下跌。目前，原油价格下跌与科技股的强势继续支撑欧洲股市，尽管投资者仍在跟踪德国政治发展并期待欧洲央行的后续行动。

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