伦敦证券交易所集团旗下I/B/E/S的数据显示，由于能源板块提振了预期，欧洲蓝筹股第三季度盈利增长预估连续第三周上升，超过表现强劲的第二季度，达到四年来的最高水平。
Estimates for European blue-chips' third-quarter earnings growth rose for a third consecutive week as the energy sector lifted forecasts, surpassing a strong second quarter to reach the highest level in four years, LSEG I/B/E/S data showed on Thursday.
根据212家已公布业绩的公司以及尚未公布业绩公司的预估，欧洲基准股指斯托克600指数（.STOXX）成分股公司的季度盈利总体预计将增长25%，高于一周前的23.6%。
Companies on Europe's benchmark STOXX 600 index (.STOXX) are expected to report quarterly earnings growth of 25% in aggregate, up from 23.6% a week earlier, based on results from 212 companies and estimates for those yet to report.
能源板块预计将录得153.4%的利润增长，高于一周前的139%。壳牌（SHEL.L）和道达尔能源（TTEF.PA）上周公布了自2022年以来最高的季度利润，这得益于伊朗战争推动的能源价格上涨以及创纪录的炼油利润率。
The energy sector is seen posting a 153.4% jump in profits, up from 139% a week earlier. Shell (SHEL.L) and TotalEnergies (TTEF.PA) reported their highest quarterly profits since 2022 last week, helped by energy prices driven by the Iran war and record refining margins.
剔除能源板块后，盈利预计将增长9.5%，低于一周前的9.8%；营收增长预期则从前一周的13.6%降至11.9%。
Excluding energy, earnings are expected to grow 9.5%, down from 9.8% a week earlier, while the revenue growth forecast slipped to 11.9% from 13.6% the previous week.
据伦敦证券交易所集团数据，迄今为止，基础材料公司的利润总体比分析师预期低近22%，非必需消费品公司则低16%。材料板块的增长预期已从一周前的37.9%降至10.1%。
Basic materials companies have so far reported profits nearly 22% below analysts' estimates on aggregate, and consumer cyclicals 16% below, according to LSEG. The materials sector’s growth forecast has dropped to 10.1% from 37.9% a week earlier.
瑞银全球财富管理的马修·吉尔曼周三在一份报告中写道，随着人工智能、电气化和国防领域的支出推动需求，欧洲的利润复苏正在扩大，剩余的“疲软领域”并未改变整体判断。
Europe's profit recovery is broadening as spending on AI, electrification and defence drives demand, and remaining "areas of softness" did not change the overall message, UBS Global Wealth Management's Matthew Gilman wrote in a note on Wednesday.
下周，投资者将关注西门子（SIEGn.DE）、安联（ALVG.DE）以及芯片制造商英飞凌（IFXGn.DE）的业绩，它们是即将公布财报的40家斯托克600指数成分股公司之一。
Next week, investors will be watching results from Siemens (SIEGn.DE), Allianz (ALVG.DE) and chipmaker Infineon (IFXGn.DE), among 40 STOXX 600 companies due to report.