法兰克福DAX指数进一步上涨，周五下午上涨0.8%，超过23700点，投资者对美国通胀数据感到放心，这增强了美联储进一步降息的希望。与此同时，贸易商权衡了新的关税威胁，地缘政治紧张局势仍在持续。特朗普总统表示，从10月1日起，除非公司在美国建立生产，否则国外制造的药品、卡车和家具将分别面临100%、25%和30%的关税。与此同时，欧盟委员会宣布，根据美欧贸易协定，美国药品关税上限为15%，该协定还规定从8月1日开始对欧盟汽车和汽车零部件征收15%的关税。在企业方面，保险、工业、建筑和材料以及钢铁股涨幅最大。在单一股票中，Munchener Ruck、Allianz和Hannover Ruck分别上涨4.3%、2.5%和2.2%，位居指数榜首。西门子、布伦塔格和海德堡材料也稳步前进。
The DAX in Frankfurt gained further ground, rising 0.8% to surpass 23,700 on Friday afternoon, as investors were reassured by in-line US inflation data, which bolstered hopes of further Federal Reserve rate cuts. Meanwhile, traders weighed new tariff threats, with geopolitical tensions still lingering. President Trump said that, from October 1, pharmaceuticals, trucks, and furniture made abroad will face tariffs of 100%, 25%, and 30%, respectively, unless companies establish production in the US. In the meantime, the EC announced it had secured a 15% cap on US pharmaceutical tariffs under the US-EU trade agreement, which also set a 15% duty on EU autos and auto parts from August 1. On the corporate side, insurance, industrials, construction and materials and steel stocks were among the top gainers. Among single stocks, Munchener Ruck, Allianz and Hannover Ruck topped the index, rising 4.3%, 2.5% and 2.2%, respectively. Siemens, Brenntag and Heidelberg Materials also advanced firmly.
