-- 週二,瑞士股市指數持續下跌,收跌0.13%。由於當日本地經濟新聞相對平靜,投資人正密切關注大量企業財報。 製藥巨頭諾華(NOVN.SW)、包裝公司SIG集團(SIGN.SW)、機械工業公司布赫工業(BUCN.SW)和生物製藥集團Idorsia(IDIA.SW)等瑞士上市公司都發布了財務表現。 SIG集團股價飆漲12.82%,該公司公佈第一季淨利年增12.82%,從去年同期的1,560萬歐元增至6,730萬歐元,主要得益於聚合物衍生物和鋁的未實現收益。另一方面,這家總部位於瑞士的包裝公司總營收從7.459億歐元降至7.143億歐元。對於2026年,該集團維持其在固定匯率和固定樹脂價格下總收入成長0%至2%的預期。 同時,由於可可豆價格波動,瑞士巧克力和可可製品集團百樂嘉利寶(Barry Callebaut,股票代號:BARN.SW)下調了2026財年息稅前利潤(EBIT)預期,貝倫貝格(Berenberg)將該股的目標價從1487瑞士法郎下調至1268瑞士法郎,並維持「持有」基郎不變。 「該公司目前預計息稅前利潤將下降15%左右,這反映出其預期遠不如前在2026年第一季業績報告中重申的預期樂觀,當時的預期為息稅前利潤實現個位數低至中位數增長。雖然銷量預期略有上調,但我們預計銷量略有疲軟的趨勢將持續,直到下游巧克力銷售出現顯著轉機。」該研究機構表示。百樂嘉利寶股價上漲1.53%。 在其他經濟新聞方面,歐洲央行最新發布的消費者預期調查顯示,3月份消費者對未來12個月通膨率的預期中位數從一個月前的2.5%上升至4%。未來三年的通膨預期也從2.5%升至3%,而未來五年的通膨預期則從2.3%小幅上調至2.4%。
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