高盛策略师：欧洲股市能够承受高能源价格

环球市场播报09-18 21:41

　　高盛策略师称，能源价格上涨对欧洲经济的冲击大于股市。由Guillaume Jaisson领衔的研究团队表示，欧洲斯托克600指数的盈利水平在历史上与能源价格呈正相关。

　　他们对1990年以来数据的分析显示，布伦特原油价格每上涨10%，欧洲企业盈利提升约2.4个百分点，大部分利好集中在大宗商品相关板块。

　　策略师在研报中写道：“公用事业、金融以及部分化工板块同样可受益于通胀走高、定价能力增强与利率上行。”

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