由于欧洲受益于投资者从人工智能交易转向防御性板块以及部分利好财报，欧洲股市上涨，创下自3月以来对标普500指数的最大单周超额表现。
By Macarena Muñoz European stocks rose, driving their biggest weekly outperformance over the S&P 500 since March, as the region benefits from a defensive tilt among investors away from the AI trade and some positive earnings news.
截至伦敦时间上午8点08分，斯托克欧洲600指数上涨0.3%，领涨的是工业和金融服务类股。医疗保健股则是表现最差的板块。
The Stoxx Europe 600 Index was 0.3% higher as of 8:08 a.m. in London, led by industrials and financial services stocks. Healthcare shares were the biggest laggards.
周五，市场对美联储本月加息预期的减弱提振了整体市场情绪。在曼谷举行的国际货币基金组织年会上发表演讲时，美联储主席凯文·沃什未提及货币政策或其对美国经济的前景展望。投资者削减了对该央行10月27日至28日政策会议加息的押注。
Broader sentiment got a boost Friday from reduced expectations of a Federal Reserve interest-rate increase this month. In his speech to the International Monetary Fund’s annual meetings in Bangkok, Fed Chair Kevin Warsh made no references to monetary policy or his outlook for the US economy. Investors pared their bets for a rate hike at the central bank’s Oct. 27-28 policy gathering.
在投资者于人工智能相关领域波动加剧之际转向防御性板块的推动下，欧洲股市本周迄今已上涨1.6%。斯托克600指数对标普500指数的超额表现创下3月27日当周以来的之最。除了财报，投资者依然关注由伊朗战争引发的高企能源价格以及央行政策前景。
European stocks are up 1.6% so far this week, buoyed by investors turning to defensive sectors at a time of heightened volatility in areas linked to artificial intelligence. The Stoxx 600 is outperforming the S&P500 by the most since the week of March 27. Aside from earnings, investors remain focused on elevated energy prices caused by the Iran war and the outlook for central bank policy.
MPPM交易主管吉列尔莫·埃尔南德斯·桑佩雷表示：“尽管面临地缘政治风险和通胀上升带来的压力，欧元区的经济数据仍在支撑市场。与此同时，市场的注意力也集中在债券市场上，因为一些欧元区国家的收益率可能会继续攀升，从而对货币和欧洲中央银行施加进一步的压力。”在个股方面，风力涡轮机制造商诺德克斯公司公布的第三季度财报大超预期并上调了全年利润率目标后，其股价大涨13%。
“Economic data in the euro zone is supporting the markets, despite the strain caused by geopolitical risks and rising inflation,” said Guillermo Hernandez Sampere, head of trading at MPPM. “At the same time, attention is also focused on the bond markets, as yields for some euro zone countries could continue to climb, exerting further pressure on the currency and the European Central Bank,” Among individual stocks, Nordex SE rallied 13% after the wind turbine manufacturer posted earnings that smashed expectations in the third quarter and raised its margin goal for the full year.
在意大利联合信贷银行获得欧洲央行批准增持这家德国银行的股份、为首席执行官安德烈·奥尔切尔收购该行铺平道路之后，德国商业银行股份公司上涨了1.1%。
Commerzbank AG gained 1.1% after UniCredit SpA won approval from the ECB for its increased stake in the German lender, paving the way for Chief Executive Officer Andrea Orcel to take it over.