-- 受美伊可能重啟和平談判的消息提振，瑞士股市指數週三重回下跌區間，收跌0.38%。 荷蘭國際集團(ING)分析師表示：「市場對中東危機走向解決的信心日益增強，美伊雙方正在安排第二輪會談，德黑蘭方面似乎也願意暫停物資運輸，以避免試探美國的海上封鎖。鑑於上週末首輪談判的失敗，目前的美元匯率似乎反映了市場相當程度的過早樂觀情緒。」 在國內，瑞士聯邦委員會就能源領域部分法規的修訂展開磋商，其中包括《電力供應條例》和《核能責任條例》。此次諮詢將持續至7月15日。 在公司方面，德意志銀行研究部將Comet（COTN.SW）的目標股價從300瑞士法郎上調至370瑞士法郎，並維持「買入」評級。該研究部指出，這家瑞士科技公司第一季訂單強勁，其X射線部門的成長勢頭「非常強勁」。收盤時，該股上漲1.98%。 「我們認為，這標誌著Comet PCT業務半週期上行的開始，受原始設備製造商（OEM）庫存補貨週期的推動，訂單強勁勢頭將持續到第二季度（德意志銀行研究部：環比增長9%）和2026年下半年（按增值稅計算）。」該研究機構表示。 「儘管 Comet 的市場份額可能遠超西方 OEM 廠商，而其主要美國同行（AEIS、MKS 等）仍受到限制，但近期有關《反壟斷改進法案》（MATCH Act，旨在協調美國盟國之間的出口管制）的討論應密切關注，因為這可能構成下行風險。不過，我們仍然非常樂觀——外匯不利因素從 2026 年開始在第二季度Synertia 和 CA20 的積極進展，我們認為過去六個月來，Synertia 和 CA20 的發展勢頭一直在增強。 Helvetia Baloise (HBAN.SW) 的股價也上漲了 0.93%，該公司公佈 2025 年保險收入同比增長，而按國際財務報告準則 (IFRS) 計算的淨利潤增長了 14.4%，達到 5.747 億瑞士法郎。這家瑞士保險集團也設定了 2028 年的新財務目標，其中包括基本每股盈餘 (EPS) 每年成長 10% 至 12%。
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