📰 ReutersReutersQwen · 实盘不做把握 7/10
北京时间·🕒 发布 15:45:44时区推断·⟳ 抓取 15:48:42·⚡ 决策 08-07 15:54:38 +5m56s·81.2 天前
欧股周五小幅收高、医疗板块领涨，Genmab业绩超预期并上调全年指引涨7.2%
📄 原文Reuters↗ 原文
European shares edged higher on Friday, led by healthcare stocks, though rising oil prices and renewed Middle East ten…
不做 Genmab（GMAB.US）
本条为欧股市场综述而非一手催化；Genmab上半年业绩超预期+上调全年指引已在哥本哈根市场当日定价（盘中+7.2%），美股ADR开盘将向母市场价格收敛，追开盘价无剩余edge，属平价追高，不做
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- 本地信号库已抓到Reuters原文《Global equity funds draw inflows for 11th week as upbeat earnings lift sentiment》，发布时间早于当前社媒/聚合转述，用作本次催化首发锚点。
原文全文
展开原文 · 1,458 字
European shares edged higher on Friday, led by healthcare stocks, though rising oil prices and renewed Middle East tensions kept risk appetite in check.
The pan-European STOXX 600 (.STOXX) rose 0.2% to 659.59 points by 0731 GMT, and was on track for a fourth consecutive weekly advance.
The return of geopolitical concerns has tempered the optimism that drove markets to record levels earlier this week, with investors weighing the inflationary impact of higher energy prices ahead of a key U.S. jobs report later in the day.
Brent futures extended gains, rising $83.29 a barrel on further concerns around the opening of the Strait of Hormuz. Iran, working with Oman, suggested banning vessels deemed hostile from the strait and heavily fining those that violated the proposed rules.
Focus will now turn to U.S. payrolls data for clues on the interest-rate outlook. U.S. job growth is expected to have accelerated in July, underscoring the resilience of the labour market and giving the Federal Reserve room to remain focused on inflation.
Earnings also drove market moves. Insurers (.SXIP) led sectoral declines, falling 0.6%, after Munich Re (MUVGn.DE) slid 3.7% despite reporting a 6% rise in second-quarter net profit, beating expectations of a decline.
Healthcare stocks (.SXDP) led gains, rising 1.3%. Genmab (GMAB.CO) jumped 7.2% after the cancer drugmaker reported higher first-half revenue and raised its full-year outlook.
The pan-European STOXX 600 (.STOXX) rose 0.2% to 659.59 points by 0731 GMT, and was on track for a fourth consecutive weekly advance.
The return of geopolitical concerns has tempered the optimism that drove markets to record levels earlier this week, with investors weighing the inflationary impact of higher energy prices ahead of a key U.S. jobs report later in the day.
Brent futures extended gains, rising $83.29 a barrel on further concerns around the opening of the Strait of Hormuz. Iran, working with Oman, suggested banning vessels deemed hostile from the strait and heavily fining those that violated the proposed rules.
Focus will now turn to U.S. payrolls data for clues on the interest-rate outlook. U.S. job growth is expected to have accelerated in July, underscoring the resilience of the labour market and giving the Federal Reserve room to remain focused on inflation.
Earnings also drove market moves. Insurers (.SXIP) led sectoral declines, falling 0.6%, after Munich Re (MUVGn.DE) slid 3.7% despite reporting a 6% rise in second-quarter net profit, beating expectations of a decline.
Healthcare stocks (.SXDP) led gains, rising 1.3%. Genmab (GMAB.CO) jumped 7.2% after the cancer drugmaker reported higher first-half revenue and raised its full-year outlook.
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