-- 多倫多證券交易所午盤走勢基本持平,多數板塊上漲。 表現最佳的板塊是醫療保健(+2.8%)和金融(+0.5%)。 能源(-1.8%)和電信(-1.1%)板塊的下跌限制了整體漲幅。 經濟方面,市場的焦點在於加拿大2月零售銷售數據以及3月的預估值。加拿大帝國商業銀行(CIBC)表示,2月零售銷售總額成長0.7%,低於市場普遍預期與預估值(0.9%),但高於上月略為調高後的1.2%。核心銷售額(不包括汽車和汽油)成長0.6%,整體銷售成長0.3%。 2月銷量年增2.3%,考慮過去一年人口成長停滯,人均銷量也將顯著成長。 加拿大帝國商業銀行(CIBC)補充道,3月份的初步估計顯示,整體銷售額將增長0.6%,增幅“看起來相當穩健”,但當月汽油價格的大幅上漲將拉低這一名義數字。該行表示,經季節性調整後,3月消費者物價指數(CPI)中的商品價格上漲超過1%,因此,零售銷售額的初步估計可能總體持平,甚至略有下降。 CIBC表示:「總體而言,第一季零售銷售額似乎創下了自美國貿易緊張局勢開始對消費者信心產生負面影響以來的最佳季度增長。然而,由於汽油價格上漲限制了部分家庭的非必需品支出,我們預計第二季度消費者支出增速將再次放緩。支出放緩應能限制通膨壓力向其他經濟領域的利率,從而使加拿大央行將在2026年之前維持不變。 在今天的數據發布後,德斯賈丁斯集團(Desjardins)對第一季GDP的預測與加拿大央行1月的貨幣政策報告(MPR)估計基本一致。德斯賈丁斯集團繼續預期央行將繼續按兵不動,等待更明朗的情況。 加拿大國家銀行表示,受中東衝突影響,未來幾個月家庭購買力將有所下降。該行補充說,再加上抵押貸款利息支出衝擊和依然脆弱的勞動力市場,可能會對未來的可自由支配支出構成壓力。 公司方面,安橋公司(Enbridge,股票代碼:ENB.TO)週五上午宣布,聯邦政府已批准其位於不列顛哥倫比亞省的Sunrise天然氣管道擴建項目。
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