
在普遍走弱的油价以及对人工智能交易的重新热情提振了市场情绪之际,欧洲股市攀升至接近创纪录的新高。
European stocks climbed toward a fresh record, as broadly weaker oil prices and renewed enthusiasm for the artificial intelligence trade boosted sentiment.
伦敦时间上午8点29分,斯托克欧洲600指数上涨0.7%,至662.62点,有望超过其在8月创下的前一个收盘纪录高位。
The Stoxx Europe 600 Index rose 0.7% to 662.62 at 8:29 a.m. in London, set to surpass its previous record closing high set in August.
在普遍走软的油价和更温和的美元等顺风因素推动下,矿业股成为领涨板块之一。在AI计算提供商CoreWeave公司给出乐观前景,且市场对Anthropic公司上市的期待不断升温之际,科技股也随之走高。
Mining stocks were among leading gainers, lifted by tailwinds including broadly weaker oil prices and a tamer dollar. Technology shares were higher after AI computing provider CoreWeave Inc. offered an upbeat outlook, with anticipation building ahead of Anthropic PBC’s listing.
在个股方面,西门子能源公司上涨6.5%,该公司此前表示,受燃气轮机和电网设备需求激增的推动,到2030年利润率将飙升至高达22%,这些设备的强劲需求使去年的盈利增加了一倍以上。
dividual stocks, Siemens Energy AG rose 6.5% after the company said profit margins will swell to as much as 22% by 2030, driven by booming demand for gas turbines and power-grid equipment that more than doubled earnings last year.
过去一周,欧洲已成为市场动荡中的相对赢家。自上周三美国中期选举以来,泛欧指数上涨了2%,而标普500指数下跌了0.6%。
Europe has emerged as a relative winner from market turmoil over the past week. Since the US midterm elections last Wednesday, the pan-European index is up 2% while the S&P 500 has dropped 0.6%.

卡文迪许股票策略主管罗杰·李表示:“在中期选举之后,非美股票出现的情况是,你看到了对AI的某些怀疑情绪以及部分资本流向逆转带来的好处,你也看到了油价下跌带来的好处,这减轻了进一步加息的一些压力。”
“Post the midterms, what you saw in terms of non-US equities is you saw the benefit of some skepticism creeping into AI and a reversal of some of that capital flow, and you’ve also seen the benefit of a falling oil price, and that’s taking some of the pressure off further interest rate rises,” Roger Lee, head of equity strategy at Cavendish, said.
“这是一个不错的财报季,但我恐怕目前驱动市场的只有两个数字:一个是油价,另一个是美国国债收益率。”另一方面,防务公司CSG公布的营收逊于预期并下调了全年利润率预期后,其股价下跌19%,创下历史新低。
“It’s been a good earnings season, but I’m afraid it’s two numbers that are driving markets at the moment: one is the oil price, and the second is US Treasury yields.”Elsewhere, CSG NV fell 19% to an all-time low after the defense firm reported revenue that missed estimates and lowered its full-year profit margin outlook.