Saham Eropa Cetak Rekor, Pasar Menanti Ujian Nvidia
European stocks rallied on Wednesday (February 25th), driven by easing market concerns about potential AI disruption and cautious optimism regarding the direction of US trade policy. The Euro Stoxx 50 rose around 0.7% to hit a new record, while the STOXX Europe 600 gained around 0.4% to break through the 630 level for the first time, confirming strong risk appetite in the eurozone.
Investors' focus now shifts to Nvidia's earnings report, due later today, as the results are seen as crucial for assessing the strength and sustainability of demand for AI spending. If Nvidia's report is solid, the global tech sector rally could continue; conversely, a negative surprise could reignite the volatility that has been plaguing the market.
On the issuer side, HSBC was in the spotlight after reporting better-than-expected 2025 results, supported by growth in its wealth management business and a strengthening Hong Kong franchise—driving its shares to surge more than 5% and boosting sentiment on European exchanges.
Meanwhile, macro indicators are giving mixed signals. German consumer confidence actually weakened heading into March, underscoring household caution in Europe's largest economy, although sentiment in France reportedly improved. This combination of factors kept European markets firm, but with close attention to the next global data and catalysts—particularly US tariffs and the direction of growth influenced by the AI cycle.
Source: Newsmaker.id
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Saham Eropa Cetak Rekor, Pasar Menanti Ujian Nvidia
Saham-saham Eropa menguat pada Rabu (25/2), didorong meredanya kekhawatiran pasar terhadap potensi disrupsi AI serta optimisme hati-hati terkait arah kebijakan perdagangan AS. Euro Stoxx 50 naik sekitar 0,7% dan mencetak rekor baru, sementara STOXX Europe 600 menguat sekitar 0,4% hingga menembus level 630 untuk pertama kalinya, menegaskan kuatnya risk appetite di zona eropa.
Fokus investor kini bergeser ke laporan kinerja Nvidia yang dirilis kemudian hari ini, karena hasilnya dipandang krusial untuk menilai seberapa kuat dan berkelanjutan permintaan terkait belanja AI. Jika laporan Nvidia solid, reli sektor teknologi global berpeluang berlanjut; sebaliknya, kejutan negatif dapat menghidupkan kembali volatilitas yang sempat membayangi pasar.
Dari sisi emiten, HSBC menjadi sorotan setelah melaporkan hasil 2025 yang lebih baik dari perkiraan, ditopang pertumbuhan bisnis wealth management dan penguatan franchise Hong Kong—mendorong sahamnya melonjak lebih dari 5% dan ikut mengangkat sentimen di bursa Eropa.
Sementara itu, indikator makro memberikan sinyal campuran. Kepercayaan konsumen Jerman justru melemah menjelang Maret, menegaskan kehati-hatian rumah tangga di ekonomi terbesar Eropa, meski sentimen di Prancis dilaporkan membaik. Kombinasi faktor ini membuat pasar Eropa tetap menguat, tetapi dengan perhatian tinggi pada data dan katalis global berikutnya—terutama tarif AS dan arah pertumbuhan yang dipengaruhi siklus AI.(yds)
Sumber: Newsmaker.id
