
由于借贷成本上升的担忧引发全球科技股抛售潮,市场情绪受到打击,欧洲股市于周四下跌。
European shares fell on Thursday as sentiment took a hit from a global rout in tech stocks, sparked by fears of increasing borrowing costs.
截至格林尼治时间07点09分,泛欧斯托克600指数(.STOXX)下跌0.35%,至635.54点。
The pan-European STOXX 600 index (.STOXX) dropped 0.35% to 635.54 points by 0709 GMT.
周三美国公布的炽热通胀数据加剧了人们对美联储进一步加息的担忧,从纽约到首尔的科技股因此受到震动,依赖债务为人工智能基础设施建设提供资金的公司受到打击。
Tech stocks from New York to Seoul were rattled after hot US inflation data on Wednesday stoked fears of further Federal Reserve rate hikes, hitting companies that rely on debt to fund AI infrastructure build-out.
“就催化剂而言,几家受人工智能影响最大的企业在最近几天已经面临越来越大的压力。此外,这种压力开始得到更广泛的关注,特别是那些因资本支出巨大而一直受到信贷投资者严格审视的公司,”德意志银行在一份报告中表示。科技板块(.SX8P)下跌3.2%,表明其对人工智能情绪的波动依然十分脆弱。与此同时,正在进行中的财报季提供了一些慰藉。
"In terms of the catalysts, several names most exposed to AI have already been under mounting pressure in recent days. Moreover, this pressure started to be noted more widely, particularly among those firms that have been heavily scrutinised by credit investors given their large capex needs," Deutsche Bank said in a note. The technology sector (.SX8P) dropped 3.2%, showing how vulnerable it remains to swings in AI sentiment. Meanwhile, the ongoing earnings season provided some reassurance.
爱立信(ERICb.ST)股价上涨9.9%,此前这家电信设备制造商报告称,由于效率措施帮助抵消了更高的零部件成本,其第三季度核心利润降幅小于预期。
Ericsson (ERICb.ST) advanced 9.9% after the telecom gear maker reported a smaller-than-expected drop in third-quarter core profit as efficiency measures helped offset higher component costs.
保乐力加(PERP.PA)上涨3.2%,此前这家烈酒制造商报告称,在2027财年第一季度,其销售额降幅小于预期的0.9%。
Pernod Ricard (PERP.PA) added 3.2% after the spirits maker reported a smaller-than-expected 0.9% drop in sales for the first quarter of its 2027 fiscal year.