11月6日 - 欧洲股市周五下跌1%，保险股领跌，投资者在权衡民主党横扫美国国会后AI股票的前景。
Nov 6 - European shares fell 1% on Friday, with insurance stocks leading a broad-based selloff as investors weighed the outlook for AI stocks following a Democratic sweep of the US Congress.
泛欧STOXX 600指数收于648.33点，德国基准指数表现逊于其他地区交易所，下跌1.9%。
The pan-European STOXX 600 index closed at 648.33 points, with the German benchmark underperforming other regional bourses with a 1.9% decline.
“昨天我们在美国看到的情况肯定存在溢出效应，这种情绪恶化现在也蔓延到了欧洲，”盛宝银行投资策略师鲁本·达尔福沃表示。
“There is definitely a spillover effect from what we saw in the US yesterday, and that deterioration in sentiment has now also spread to Europe,” said Ruben Dalfovo, an investment strategist at Saxo Bank.
“市场存在先卖后问的成分。就公司基本面而言，没有什么真正改变，但市场情绪已大幅恶化。”保险板块下跌2.6%，受摩根大通下调德国再保险公司评级拖累。汉诺威再保险和慕尼黑再保险分别下跌4.3%和4.4%，而瑞士再保险尽管报告净利润上升，仍下跌4.6%。
“There is an element of the market selling first and asking questions later. In terms of the fundamentals of the companies, nothing has really changed, but the sentiment in the market has massively deteriorated." The insurance sector fell 2.6%, dragged down by a JPMorgan downgrade of German reinsurers. Hannover Re and Munich Re were down 4.3% and 4.4%, respectively, while Swiss Re fell 4.6% despite reporting a rise in net profit.
科技股微跌0.2%，延续周四跌势。民主党主导的国会可能寻求限制AI数据中心支出的担忧，加剧了对回报疲软、估值高企和债务驱动投资的忧虑。
Tech stocks edged 0.2% lower, extending Thursday’s decline. Fears that a Democrat-led Congress could seek curbs on AI data-centre spending added to concerns over weak returns, lofty valuations and debt-fueled investment.
总体而言，STOXX 600指数受影响相对较小，因其对AI股票的敞口较轻，并勉强实现了小幅周涨幅。
Overall, the STOXX 600 was relatively less impacted than Asian and Wall Street indexes, given its lighter exposure to AI stocks, and eked out a small weekly advance.
尽管如此，谨慎情绪导致即使传统避险板块周五也出现回落，媒体股下跌2.3%，个人及家庭用品股下跌1.9%。
Still, the cautious sentiment saw even traditional safe-haven sectors retreat on Friday, with media shares down 2.3% and personal & household goods down 1.9%.
Teleperformance跌幅最大，暴跌15.3%，此前该公司下调全年营收增长展望，外包公司信任与安全业务的疲软抵消了其AI驱动及后台服务的增长。
Teleperformance was the biggest individual faller, slumping 15.3% after cutting its full-year revenue growth outlook as weakness in the outsourcing firm’s trust and safety business more than offset growth in its AI-powered and back-office services.
清洁能源股受提振，市场预期民主党横扫将带来对可再生能源的支持回归，而强劲财报也帮助支撑了市场。
Clean energy stocks were buoyed by expectations that the Democratic sweep would see support for renewable energy return, while robust earnings also helped underpin the market.
“政治不确定性降低可能会使获得许可变得更容易，而我们都需要能源，”盛宝银行的达尔福沃表示。
“Lower political uncertainty could make it easier to get permits, and we all need energy,” Saxo Bank’s Dalfovo said.
奥斯德和诺德克斯分别上涨1.2%和5%，而EDP在今年第三次上调全年经常性净利润指引后小幅走高。
Orsted and Nordex rose 1.2% and 5%, respectively, while EDP inched higher after raising its full-year recurring net profit guidance for the third time this year.
旅游股（包括航空公司）是周五唯一上涨的板块，上涨0.9%，市场寄希望于共和党失利可能加速结束中东冲突的努力，并降低高企的油价。
Travel stocks, which include airlines, were the only sector to rise on Friday, adding 0.9% on hopes that Republican party losses could accelerate efforts to end the Middle East conflict and bring down elevated oil prices.