
周二开盘前,欧洲基准股指有望下跌,此前有报道称美国对伊朗实施了打击,推高原油价格,削弱了人们对这场持续数月的冲突即将结束的期待。
Europe's benchmark equities index was set to fall at the open on Tuesday after reports that the United States carried out strikes on Iran sent crude prices higher, dampening hopes for an imminent end to the months-long conflict.
跟踪泛欧斯托克600指数的期货下跌逾1%,跟踪德国DAX指数和西班牙IBEX指数的合约在格林威治时间0712时下跌约1%。
Futures tracking the pan-European STOXX 600 index slipped over 1%, with contracts tracking Germany's DAX and Spain's IBEX down about 1% by 0712 GMT.
一名美国官员称,美国对霍尔木兹海峡的伊朗格什姆岛实施了打击。此前一天,伊朗表示愿意进行和平谈判,美国总统特朗普也表示,他可能愿意在中期选举后暂缓对德黑兰的任何打击。
The US carried out strikes on Iran's Qeshm Island in the Strait of Hormuz, a US official said, a day after Iran signalled openness to peace talks and President Donald Trump also indicated that he might be open to hold off on any strikes on Tehran after the midterm elections.
布伦特原油价格上涨1.6%,升至每桶100美元以上,从前一交易日的7%跌幅中反弹。
Brent crude prices gained 1.6% to over $100-a-barrel, bouncing back from a 7% fall in the previous session.
承受能源成本波动冲击最大的航空股将成为焦点,德国汉莎航空集团(LHAG.DE)宣布下调其利润展望。
Airlines, which have borne the brunt of the volatility in energy costs, will be in focus, with German airline group Lufthansa (LHAG.DE) announcing that it was trimming its profit outlook.
继亚洲股市早些时候抛售之后,艾克创(AIXGn.DE)、阿斯麦(ASML.AS)和施耐德电气(SCHN.PA)等AI概念股也可能承压。在上周主要美国超大规模数据中心运营商业绩令人失望后,投资者正在重新评估过去几年提振全球市场的AI交易。
AI stocks such as Aixtron (AIXGn.DE), ASML (ASML.AS) and Schneider Electric (SCHN.PA) could also come under pressure following a selloff in Asian equities earlier in the day. Investors are reassessing the AI trade that has lifted global markets over the past few years, following disappointing results from major US hyperscalers in the previous week.
由于内存芯片成本上升,科技巨头苹果(AAPL.O)对关键假日季的毛利率预测疲软,也在拖累风险偏好。
Tech giant Apple's (AAPL.O) dour gross margin forecast for the crucial holiday quarter as a result of rising memory-chip costs is also weighing on risk appetite.
逆势上扬的是,德国医药和农业集团拜耳(BAYGn.DE)在上调2026年利润展望后,有望成为涨幅居前的个股之一。
Bucking the trend, German pharmaceuticals and agriculture group Bayer (BAYGn.DE) is likely to be among top gainers after raising its 2026 profit outlook.