Investing.com - 欧洲股市周四走高，延续强劲的反弹行情，交投于8月以来的最高水平附近，因能源成本回落以及人工智能产业链盈利韧性强劲，掩盖了伦敦即将收紧货币政策和巴黎街头抗议升级的阴霾。
Investing.com - European shares pushed higher on Thursday, building on a powerful relief rally to trade near their highest levels since August, as retreating energy costs and resilient earnings across the artificial intelligence supply chain overshadowed looming monetary tightening in London and escalating street protests in Paris.
泛欧斯托克600指数早盘上涨0.5%，延续涨势，此前周三录得自6月以来最大单日涨幅。
The pan-European STOXX 600 index rose 0.5% in morning trade, extending momentum after logging its steepest single-day gain since June on Wednesday.
买盘源于民主党在美国中期选举中取得压倒性胜利，这大幅降低了单方面贸易关税的威胁，推动全球原油价格下滑，并激发了国际股票交易所的广泛风险偏好。
The buying followed an overwhelming victory by Democrats in the U.S. midterm elections, which sharply reduced the threat of unilateral trade tariffs, prompted a slide in global crude prices, and unleashed broad risk appetite across international equity bourses.
法国CAC 40指数和英国富时100指数均跳涨1%，西班牙IBEX 35指数和意大利富时MIB指数分别上涨0.9%和0.3%。
France’s CAC 40 and London’s FTSE 100 jumped 1% each, while Spain’s IBEX 35 and Italy’s FTSE MIB rose 0.9% and 0.3% respectively.
原油走廉与选举后宽慰重振风险交易台 随着民主党夺取美国国会两院控制权，投资者迅速消化了进一步通胀性财政冲击和行政贸易壁垒的预期。这种政治版图重组触发基准油价即时回落，为欧洲对能源敏感的制造业和消费板块带来一波宽慰。
Cheaper Crude and Post-Election Relief Re-Energize Risk Desks With Democrats capturing control of both chambers of the U.S. Congress, investors moved quickly to price out further inflationary fiscal shocks and executive trade barriers. That political realignment triggered an immediate retreat in benchmark oil prices, delivering a wave of relief to Europe’s energy-sensitive manufacturing and consumer franchises.
德国DAX指数受Arm Holdings下跌4%拖累，该公司预测第三季度营收仅略高于华尔街预期。
Germany’s DAX was pressured by a 4% fall in Arm Holdings which forecast third-quarter revenue marginally ahead of Wall Street expectations. .
与此同时，法国电气设备制造商Legrand跳涨3.4%，此前该集团今年第二次上调2026财年全年销售增长目标。管理层强调数据中心配电和线缆管理系统需求旺盛，为交易台提供了确凿证据，证明支撑AI的物理基础设施持续产生创造现金流的营收增长。
Meanwhile, French electrical equipment maker Legrand jumped 3.4% after the group raised its full-year 2026 sales growth target for the second time this year. Management highlighted insatiable demand for datacenter power distribution and cable management systems, offering concrete evidence to trading desks that the physical infrastructure underpinning AI continues to generate cash-generative top-line growth.
英格兰银行有望三年来首次加息 英格兰银行普遍预计将于周四实施25个基点的利率上调，将基准利率提升至4.00%，这将标志着该行三年来首次加息。
BoE poised for first rate increase in three Years The Bank of England is widely expected to deliver a 25-basis-point interest-rate increase on Thursday, taking Bank Rate to 4.00% in what would mark its first rate hike in three years.
受长期美伊冲突引发的输入性通胀压力不断攀升推动，英格兰银行（注：Threadneedle Street为英格兰银行所在地，常用作其代称）正采取行动，以与美联储和欧洲中央银行已采取的限制性货币政策立场保持一致。
Driven by mounting imported inflation pressures stoked by the protracted U.S.-Iran conflict, Threadneedle Street is moving to align with the restrictive postures already adopted by the Federal Reserve and the European Central Bank.
英国源企业帝亚吉欧（Diageo）股价跳涨5%，因其第一季度营收超出分析师预期。
British-origin Diageo jumped 5% after first quarter revenue exceeded analyst expectations.
法国抗议持续 投资者同时关注法国局势，周四数十万抗议者在法国主要城市聚集，伴随大范围公共部门罢工，导致全国交通、教育和市政服务瘫痪。
French protests continue Investors also monitored France where hundreds of thousands of protesters gathered in major cities across France on Thursday, accompanied by widespread public-sector strikes that disrupted national transit, education, and municipal services.
这场协调罢工对总统埃马纽埃尔·马克龙构成关键考验，此前数周的社会摩擦已动摇其政府根基，在即将到来的总统大选前五个月，此事主导了国家政治话语体系。
The coordinated walkouts represent a critical test for President Emmanuel Macron following weeks of social friction that have shaken his administration, dominating the national political discourse just five months ahead of the upcoming presidential election.