主要欧洲公司预计将在第三季度报告强劲的盈利增长，尽管分析师在过去一周下调了汽车等周期性消费品的估值，但最新的LSEG I/B/E/S数据周四晚间显示了这一情况。
Major European companies are expected to report strong earnings growth in the third quarter, although analysts slashed estimates for cyclical consumer products such as cars over the past week, the latest LSEG I/B/E/S data showed late on Thursday.
欧洲基准STOXX 600指数(.STOXX)的公司预计将报告合并季度盈利增长20.7%，这一增长主要由能源公司带动，这些公司受益于伊朗战争导致的供应中断以及乌克兰无人机对俄罗斯炼油厂的袭击。
Companies on Europe’s benchmark STOXX 600 index (.STOXX) are expected to report quarterly earnings growth of 20.7% on aggregate, led by energy companies that benefit from supply disruptions caused by the Iran War and Ukrainian drone attacks on Russian refineries.
这一增幅略低于上周预测的21%。分析师上调了收入预测，销售额现在预计平均增长11.0%，而一周前为10.6%。
That is slightly below last week’s forecast of 21%. Analysts raised their revenue forecasts, with sales now expected to grow 11.0% on average, up from 10.6% a week ago.
消费周期板块（包括汽车制造商和奢侈品公司）现在预计将出现季度盈利下降2.6%，而上周的预测仍为增长26%。
The consumer cyclicals sector, which includes automakers and luxury firms, is now expected to post a 2.6% fall in quarterly earnings, compared with forecast growth of 26% last week.
这些下调源于大众汽车（VOWG.DE）和宝马（BMWG.DE）第三季度交付量下降，主要原因是中国需求疲软，大众汽车的跌幅超过四年来最大。
The downgrades follow falling third-quarter deliveries at Volkswagen (VOWG.DE) and BMW (BMWG.DE) mainly due to slumping demand in China, with VW posting its steepest drop in more than four years.
然而，能源和科技板块的上调预期在很大程度上抵消了这一下调。能源板块的预测从115.9%上升至124.0%，科技行业的预测从24.4%上升至32.7%，这得益于芯片设备制造商ASML（ASML.AS）和电信设备供应商爱立信（ERICb.ST）超出市场预期。
Higher estimates for energy and technology, however, offset most of the downgrade. The energy sector's forecast rose to 124.0% from 115.9%, and the tech industry's to 32.7% from 24.4%, after chip equipment maker ASML (ASML.AS) and telecoms equipment provider Ericsson (ERICb.ST) beat market estimates.
“我们预计盈利将出现真正的两极分化，”Morningstar的EMEA股票策略师Michael Field周三表示，并补充说，暴露在高能源价格和疲软消费情绪下的公司可能会面临挑战。
"We expect a real dichotomy in earnings," Michael Field, Morningstar's EMEA equity strategist, said on Wednesday, adding that companies exposed to high energy prices and weak consumer sentiment may struggle.
下周，投资者将密切关注软件制造商SAP（SAPG.DE）、工程集团ABB（ABBN.S）和英国银行巴克莱（BARC.L）等44家STOXX 600成份公司中将发布业绩的公司的表现。
Next week, investors will be closely watching results of software maker SAP (SAPG.DE), engineering group ABB (ABBN.S) and British lender Barclays (BARC.L), among the 44 STOXX 600 companies due to report.