-- 多伦多证券交易所午盘上涨455点,部分收复了此前连续五个交易日下跌630点的部分失地。 表现最佳的板块是医疗保健(+3.6%)和原材料(+2.3%)。博士伦健康(BHC.TO)周三收盘后公布的盈利超出预期,股价上涨近10%,至8.41加元。 加拿大统计局今日公布的数据显示,2月份加拿大实际GDP增长0.2%,而3月份和第一季度的初步数据显示,加拿大经济“远未达到全面复苏状态”。 加拿大帝国商业银行 (CIBC) 的安德鲁·格兰瑟姆 (Andrew Grantham) 表示:“尽管第一季度的增长似乎接近加拿大央行货币政策报告 (MPR) 的预测,但3月份再次出现的停滞令人担忧,因为这关系到春季的增长势头。消费者支出似乎再次放缓,考虑到汽油价格上涨带来的压力以及劳动力市场依然疲软,这种情况是可以理解的。我们仍然认为,经济内部存在足够的闲置产能,即使能源价格上涨的影响在某些领域逐渐显现,也能使核心通胀指标保持相对温和,这将使加拿大央行能够将利率维持在2026年之前不变。” 加拿大国家银行则表示,最新数据显示,尽管面临诸多不利因素,加拿大经济在第一季度依然保持了稳健增长。尽管3月份经济出现预期中的停滞,但按行业划分的GDP显示,今年第一季度按年率计算增长了1.7%。该行指出,19个行业中至少有12个行业在第一季度实现了增长。 “在正常情况下,这样的增长会被认为是可观的,但与此同时,人口却在萎缩,这抑制了经济的潜在GDP增长。因此,人均GDP有望迎来15个季度以来的最强劲增长(年化增长率2.1%)。对于一个供应过剩且失业率高于充分就业水平的经济体来说,这无疑是个好消息。”加拿大国家银行表示。 “然而,”该行补充道,“过去的表现并不能保证未来增长的持续。由于关税的不确定性以及当前的全球地缘政治局势,加拿大经济仍然十分脆弱。虽然大宗商品价格上涨可能对某些行业有利,但潜在的利好将被消费者面临的负面影响所抵消,因为消费者正面临着通胀飙升的困境。全国主要城市中心(包括多伦多和温哥华)房地产市场的疲软正在造成负面的财富效应,这对消费者而言又是一大阻力。” 在股市方面,庞巴迪(BBD-B.TO)股价上涨 17%,至 279.86 美元,此前该公司公布的第一季度盈利超出预期。
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