法兰克福DAX指数周三小幅上涨，收于23681.7点，连续第二天上涨，主要受特朗普乌克兰言论对国防股的支撑。美国总统唐纳德·特朗普周二暗示了一项重大的政策转变，暗示乌克兰可以从俄罗斯收回其所有领土。与此同时，美联储主席杰罗姆·鲍威尔重申了对进一步宽松政策的谨慎态度，指出通胀和劳动力市场失衡的持续风险。IFO数据显示，德国国内9月商业情绪较8月大幅下降，令分析师感到意外。在企业方面，Renk（+7%）、Hensoldt（+6.7%）和Rheinmetall（+3.5%）等国防品牌脱颖而出。其他显著上涨的股票包括德国商业银行（+4.4%）、Zalando（+2.7%）和西门子能源（+2.3%）。另一方面，最大的落后者是默克（-2.7%）、戴姆勒卡车（-1.9%）和德之馨（-1.7%）。
The DAX in Frankfurt turned slightly positive to close at 23,681.7 on Wednesday, advancing for a second day, mainly supported by defense stocks on Trump's Ukraine comments. US President Donald Trump signaled a major policy shift on Tuesday, suggesting that Ukraine could reclaim all its territory from Russia. Meanwhile, Fed Chair Jerome Powell reiterated caution over further easing, citing ongoing risks around inflation and labour market imbalances. At home, German business sentiment declined sharply in September from August, surprising analysts, IFO data showed. On the corporate front, defense names such as Renk (+7%), Hensoldt (+6.7%) and Rheinmetall (+3.5%) stood out. Other notable gainers included Commerzbank (+4.4%), Zalando (+2.7%) and Siemens Energy (+2.3%). On the flip side, the biggest laggards were Merck (-2.7%), Daimler Truck (-1.9%) and Symrise (-1.7%).
