欧元/人民币 (EURCNY) 加自选

周四早盘，富时MIB指数上涨0.3%，至42380点左右，收复了前一交易日的部分跌幅，与大多数欧洲同行保持一致。国防股莱昂纳多和能源巨头埃尼领涨，分别上涨3%和2.4%，这得益于美国总统特朗普宣布对俄罗斯最大石油生产国实施制裁后油价上涨超过3%，而欧盟则采取了针对莫斯科的新制裁措施。其他显著上涨的股票包括联合信贷银行（+1.4%）、普睿司曼（+1.5%）、泰纳瑞斯（+1.6%）和Moncler（+1.9%）。不利的一面是，意大利电信和意法半导体下跌超过2%，后者预测第四季度销售额低于市场预期，这表明主要市场的复苏速度低于预期。

The FTSE MIB rose 0.3% to around 42,380 in early trading on Thursday, recovering part of the previous session’s losses and moving in line with most European peers. Leading the index higher were defense stock Leonardo and energy major Eni, which gained 3% and 2.4%, respectively, supported by a more than 3% rise in oil prices after US President Trump announced sanctions on Russia’s largest oil producers, while the EU adopted a new package of sanctions targeting Moscow. Other notable gainers included UniCredit (+1.4%), Prysmian (+1.5%), Tenaris (+1.6%), and Moncler (+1.9%). On the downside, Telecom Italia and STMicroelectronics fell more than 2%, with the latter forecasting Q4 sales below market expectations, signaling a slower-than-anticipated recovery in key markets.

周四，德国DAX指数下跌0.2%，至约24100点，表现落后于欧洲同行，因为投资者在评估国内企业收益时仍持谨慎态度。德国软件制造商SAP的股价最初上涨了2%，但随后回落至1%以上，跌至指数底部，此前该公司报告第三季度收入低于预期，并预计全年云收入处于其指导的下限。与此同时，护肤巨头拜尔斯道夫在第三季度业绩低于预期后第二次下调全年销售预测，扭转了早期亏损，上涨近1%，因为它保持了息税前利润率的指导。在经济新闻方面，美国总统特朗普宣布对俄罗斯最大的石油生产国实施制裁，而欧盟则采取了针对莫斯科的一揽子新制裁措施。

Germany's DAX fell 0.2% to around 24,100 on Thursday, underperforming its European peers, as investors remained cautious while assessing domestic corporate earnings. Shares of German software maker SAP initially rose 2% but reversed to fall over 1%, landing at the bottom of the index, after reporting Q3 revenue below expectations and projecting full-year cloud revenue at the lower end of its guidance. Meanwhile, skincare giant Beiersdorf reversed early losses to rise nearly 1% after cutting its full-year sales forecast for a second time following Q3 results below expectations, as it maintained its EBIT margin guidance. In economic news, US President Trump announced sanctions on Russia’s largest oil producers, while the EU adopted a new package of sanctions targeting Moscow.

欧洲股市周四小幅上涨，STOXX 50和STOXX 600指数均上涨0.2%，强劲的企业盈利提振了投资者情绪。开云集团股价飙升5%，此前该公司表示古驰及其其他品牌的业绩有所改善。联合利华在重申其2025年前景后上涨0.4%，泰雷兹在确认其年度财务目标后上涨2.5%。能源股也处于积极区间，受美国总统特朗普宣布对俄罗斯最大石油生产国实施制裁后油价上涨3%以上的支撑，而欧盟则采取了针对莫斯科的新制裁措施。在能源巨头中，英国石油公司上涨3%，雷普索尔上涨2.3%，埃尼集团上涨2.5%。不利的一面是，SAP在公布喜忧参半的第三季度业绩后，削减了开盘涨幅，下跌了1.5%。罗氏控股公司股价下跌2%，因其业绩令投资者失望，而达索系统公司股价下跌超过20%，在下调收入增长前景后，成为STOXX 600指数中表现最差的公司。

European stocks edged higher on Thursday, with both the STOXX 50 and the STOXX 600 gaining 0.2%, as strong corporate earnings lifted investor sentiment. Kering surged 5% after signaling an improvement at Gucci and its other brands. Unilever advanced 0.4% after reaffirming its outlook for 2025, and Thales added 2.5% following confirmation of its annual financial targets. Energy stocks were also in positive territory, supported by a more than 3% rise in oil prices after US President Trump announced sanctions on Russia’s largest oil producers, while the EU adopted a new package of sanctions targeting Moscow. Among energy majors, BP rose 3%, Repsol gained 2.3%, and Eni advanced 2.5%. On the downside, SAP cut its opening gains and fell 1.5% after posting mixed third-quarter results. Roche Holding slipped 2% as its results disappointed investors, while Dassault Systèmes tumbled over 20%, making it the worst performer on the STOXX 600, after cutting its revenue growth outlook.

CAC 40指数周四上涨0.5%，至8250点，接近周二创下的历史新高8271.48点，投资者消化了新一波企业盈利。开云集团在报告第三季度销售额下降低于预期后，股价上涨了7%以上，这得益于其小品牌的稳健表现和古驰的早期复苏迹象。泰雷兹在前九个月按固定范围和汇率计算收入增长9.1%后，上涨2.7%。相比之下，家乐福在确认全年目标后下跌了4.5%，尽管第三季度收入同比增长2.1%，达到226.1亿欧元。米其林股价下跌0.4%，此前在10月14日发布盈利预警后，其收入下降4.4%，至193亿欧元。该公司指出，7月至9月期间，北美的商业环境不断恶化。在经济方面，10月份法国的行业信心改善超过预期，升至2024年3月以来的最高水平。

The CAC 40 rose 0.5% to 8,250 on Thursday, staying close to its all-time high of 8,271.48 reached on Tuesday, as investors digested a fresh wave of corporate earnings. Kering jumped over 7% after reporting third-quarter sales that declined less than expected, supported by solid performances from its smaller brands and early signs of recovery at Gucci. Thales gained 2.7% after posting a 9.1% revenue increase at constant scope and exchange rates over the first nine months. In contrast, Carrefour fell 4.5% after confirming its full-year targets, even as like-for-like third-quarter revenue rose 2.1% to €22.61 billion. Michelin slipped 0.4% after revealing a 4.4% drop in revenue to €19.3 billion, following an October 14 profit warning. The company cited weakening business conditions in North America between July and September. On the economic front, industry confidence in France improved more than expected in October, rising to its highest level since March 2024.