欧元/挪威克朗 (EURNOK) 加自选

法兰克福DAX 40指数周二下跌0.5%，至24190点，投资者在美欧贸易谈判的不确定性和企业财报季的开始中保持谨慎。随着8月1日跨大西洋关税争端的最后期限临近，美国总统唐纳德·特朗普计划在谈判失败的情况下征收30%的进口关税，此举可能会引发欧盟的反制措施。在个股中，赛多利斯股价下跌超过6%，此前该实验室和制药供应商报告称，上半年销售额增长6.1%，并确认了其2025年全年前景——尽管该预测不包括潜在的关税影响。与此同时，芯片制造商英飞凌股价下跌3%，此前竞争对手恩智浦公布了令人失望的季度业绩。

Frankfurt’s DAX 40 slipped 0.5% to 24,190 points on Tuesday, as investors remained cautious amid uncertainty over US-EU trade talks and the kickoff of corporate earnings season. With the August 1 deadline in the transatlantic tariff dispute looming, US President Donald Trump plans to impose 30% import duties if negotiations fail, a move that would likely trigger EU countermeasures. Among individual stocks, Sartorius slumped over 6% after the laboratory and pharmaceutical supplier reported a 6.1% increase in first-half sales and confirmed its full-year 2025 outlook — though the forecast excludes potential tariff impacts. Meanwhile, chipmaker Infineon shed 3% after rival NXP posted disappointing quarterly results.

富时MIB指数周二早盘微跌0.2%，至40090点左右，标志着连续第二个交易日下跌，因为投资者在唐纳德·特朗普总统设定的8月1日最后期限之前保持谨慎。欧盟正争先恐后地在截止日期前与美国达成贸易协议，但据说欧盟正在准备应对措施，以防没有达成协议。与此同时，投资者继续评估企业盈利报告，也在等待美联储主席杰罗姆·鲍威尔今天晚些时候的讲话，以进一步了解美联储的政策方向。在企业方面，跌幅显著的包括意法半导体（-1.7%）、Mediobanca（-1%）、普睿司曼（-0.9%）和Unipol Gruppo（-0.9%。

The FTSE MIB edged 0.2% lower to around 40,090 in early trading on Tuesday, marking its second consecutive session of losses as investors remained cautious ahead of the August 1 deadline set by President Donald Trump. The EU is scrambling to reach a trade agreement with the US before the deadline, but the bloc is said to be preparing its countermeasures in case no deal is struck. Meanwhile, investors continued to assess corporate earnings reports and are also awaiting remarks from Federal Reserve Chair Jerome Powell later today for further insight into the US central bank’s policy direction. On the corporate front, notable decliners included STMicroelectronics (-1.7%), Mediobanca (-1%), Prysmian (-0.9%), and Unipol Gruppo (-0.9%).

CAC 40指数周二下跌0.4%，至7770以下，延续了前一交易日的跌幅，因为在8月1日关税最后期限临近之前，美欧贸易谈判的不确定性日益增加。市场情绪仍然谨慎，因为协议仍然难以达成，有报道称欧盟正在准备一套更广泛的反制措施。欧盟外交官表示，如果没有达成协议，欧盟可能会针对美国的服务或限制公开招标。与此同时，欧洲央行周一的一项调查显示，欧元区企业对经济增长仍持乐观态度，但面临部分来自贸易紧张局势的利润压力。在企业新闻方面，赛峰集团完成了对柯林斯航空航天公司飞行控制业务的收购，目标是到2028年实现5000万美元的年度协同效应。这家发动机和飞机设备制造商下跌0.4%。跌幅最大的包括路威酩轩集团（-0.4%）、空中客车公司（-0.7%）和施耐德电气（-0.8%）。相反，Engie和Orange分别上涨0.4%和0.3%。

The CAC 40 index fell 0.4% to below 7,770 on Tuesday, extending losses from the previous session amid growing uncertainty over US-EU trade talks ahead of the looming August 1 tariff deadline. Market sentiment remained cautious as a deal remains elusive, with reports that the EU is preparing a broader set of counter-measures. EU diplomats suggested the bloc could target US services or restrict access to public tenders if no agreement is reached. Meanwhile, an ECB survey on Monday showed euro zone firms remain upbeat on growth but face profit pressures partly from trade tensions. In corporate news, Safran finalized its purchase of Collins Aerospace’s flight control business, aiming for $50 million in annual synergies by 2028. The engine and aircraft equipment maker fell 0.4%. Top decliners include LVMH (-0.4%), Airbus SE (-0.7%), and Schneider Electric (-0.8%). Conversely, Engie and Orange gained 0.4% and 0.3%, respectively.

欧洲主要股市周二下跌，STOXX 50和STOXX 600均下跌0.2%，因关税的不确定性继续打压投资者情绪。美国开始对欧盟进口商品征收30%关税的8月1日最后期限即将到来，但迄今为止尚未达成任何协议。与此同时，交易员们仍然关注企业盈利。阿克苏诺贝尔（Akzo Noble）股价下跌超过3%，该公司下调了今年的核心利润预期，化工板块表现最差。ASML控股也下跌1.5%，施耐德电气下跌0.8%，西门子能源下跌1.2%。另一方面，SAP股价在业绩公布前上涨了近0.4%。挪威海德鲁公司股价上涨近2%，此前该铝生产商公布了强于预期的第二季度盈利和现金流。Julius Baer微涨0.4%，尽管由于出售其巴西子公司的一次性费用和增加的贷款准备金，利润大幅下降。

Major European bourses declined on Tuesday, with both the STOXX 50 and the STOXX 600 slipping 0.2%, as uncertainty over tariffs continued to weigh on investor sentiment. The looming August 1st deadline for the US to begin imposing a 30% tariff on EU imports is approaching, and no agreement has been reached so far. Meanwhile, traders remained focused on corporate earnings. Chemicals were among the worst performers after Akzo Noble tumbled more than 3% as the company lowered its core profit outlook for this year. ASML Holding was also down 1.5%, Schneider Electric fell 0.8% and Siemens Energy declined 1.2%. On the other hand, SAP shares rose nearly 0.4% ahead of the release of its results. Norsk Hydro gained close to 2% after the aluminum producer reported stronger-than-expected second-quarter earnings and cash flow. Julius Baer edged up 0.4%, despite posting a sharp drop in profit due to a one-off charge from the sale of its Brazilian subsidiary and increased loan provisions.