欧洲股市周二大幅下跌，STOXX 50指数下跌1.4%，STOXX 600指数下跌1.1%，前一天小幅上涨后，市场普遍持谨慎态度。在全球范围内，由于企业盈利喜忧参半，华尔街高管警告称，估值过高可能导致市场调整，对人工智能相关股票的热情降温。西班牙电信股价下跌超过8%，在宣布2026年股息减半计划后跌至主要股指底部。Edenred也暴跌8.5%，此前该公司预计2026年的年度核心利润将放缓。大型股也大幅下跌，包括ASML控股（-2.2%）、LVMH（-1.2%）、SAP（-1.3%）和诺和诺德（-0.5%）。从好的方面来看，英国石油公司在公布强于预期的利润后上涨了0.5%，而飞利浦在收入达到预期后上涨了0.6%。吉博力上涨2%，在上调全年业绩展望后，成为该时段表现最佳的公司之一。

European stocks fell sharply on Tuesday, with the STOXX 50 down 1.4% and the STOXX 600 declining 1.1%, amid a general cautious stance following modest gains the previous day. Globally, enthusiasm for AI-related shares cooled amid mixed corporate earnings and warnings from Wall Street executives about a potential market correction driven by stretched valuations. Telefónica slumped more than 8%, hitting the bottom of major indexes after announcing plans to halve its 2026 dividend. Edenred also plunged 8.5% after projecting a slowdown in its annual core profit for 2026. Megacaps were also sharply down, including ASML Holding (-2.2%), LVMH (-1.2%), SAP (-1.3%), and Novo Nordisk (-0.5%). On the upside, BP gained 0.5% after reporting stronger-than-expected profits, while Philips rose 0.6% after its revenue met forecasts. Geberit advanced 2% and was among the session’s top performers after raising its full-year outlook.

欧洲股市周二开盘走低，区域基准指数延续了从历史高点的回落，因为投资者在最近几周强劲反弹后获利回吐。疲软的美国制造业数据和美联储政策前景的不确定性也抑制了市场情绪。在欧洲，人们的注意力转向了央行官员的言论，包括欧洲央行行长克里斯蒂娜·拉加德、英国央行副行长莎拉·布里登和英国央行行长何塞·路易斯·埃斯克里瓦，他们计划在今天的各种活动上发表讲话。在收益方面，英国石油公司、法拉利和西班牙电信是即将公布业绩的主要公司之一。在盘前交易中，欧洲斯托克50指数和斯托克600指数期货分别下跌0.4%和0.3%。

European equities were poised to open lower on Tuesday, with regional benchmarks extending their pullback from record highs as investors booked profits after a strong rally in recent weeks. Weak US manufacturing data and uncertainty surrounding the Federal Reserve’s policy outlook also dampened sentiment. In Europe, attention turns to remarks from central bank officials, including ECB President Christine Lagarde, BOE Deputy Governor Sarah Breeden, and BdE Governor Jose Luis Escriva, who are scheduled to speak at various events today. On the earnings front, BP, Ferrari, and Telefonica are among the major companies set to report results. In premarket trade, Euro Stoxx 50 and Stoxx 600 futures slipped 0.4% and 0.3%, respectively.

欧洲股市周一收盘大多走高，仍相对接近上周触及的历史高点，因为市场为本周的关键收益发布做好了准备。STOXX 50指数上涨0.3%，收于5675点，STOXX 600指数小幅上涨至572点。在中国表示将考虑豁免Nexperia芯片出口后，汽车在欧元区表现最佳，Nexperia是汽车生产的关键，支持梅赛德斯-奔驰、大众、宝马和Stellantis增长0.9%至2.3%。与此同时，莱茵金属公司在财报公布前上涨了4%。相反，法拉利在本周发布新经纪商降级报告之前下跌了2%以上，而坎帕里在意大利税务机关涉嫌逃税调查中从其控股公司没收了15亿美元的股票后下跌了3%以上。最后，法国巴黎银行股价下跌1.6%，因其准备自竞购萨瓦德尔银行失败以来首次筹集额外的一级资本。

European stocks closed mostly higher on Monday, remaining relatively close to the record highs touched last week as markets positioned for key earnings releases this week. The STOXX 50 rose 0.3% to close at 5,675 and the STOXX 600 inched above the flatline to 572. Autos were among the top performers in the Eurozone after China stated it would consider exemptions for Nexperia chip exports, key for auto production, supporting Mercedes Benz, Volkswagen, BMW, and Stellantis to rise between 0.9% and 2.3%. Meanwhile, Rheinmetall jumped 4% ahead of its earnings report. Conversely, Ferrari lost over 2% ahead of its report this week on fresh broker downgrades, while Campari fell over 3% after Italian tax authorities seized $1.5 billion in shares from its controlling holding company amid an alleged tax evasion probe. Lastly, BNP Paribas slipped 1.6% as it prepares to raise Additional Tier 1 capital for the 1st time since its failed bid for Banco Sabadell.

欧洲股市在11月第一个交易日延续涨势，STOXX 50指数上涨0.7%，STOXX 600指数上涨0.5%，受汽车板块支撑。在中国宣布将考虑豁免Nexperia芯片出口后，市场情绪有所回升，缓解了对半导体短缺的担忧。梅赛德斯-奔驰（+3.5%）、大众（+2.8%）、雷诺（+2.9%）和Stellantis（+2.1%）均实现稳健增长。莱茵金属公司在本周晚些时候公布收益之前也上涨了近3%。英国石油公司同意以15亿美元的价格将其美国页岩气资产的股份出售给Sixth Street后上涨0.5%，而瑞安航空公司在利润略好于预期后反弹2.8%。不利的一面是，意大利税务机关在涉嫌逃税调查中从其控股公司没收了15亿美元的股票后，Davide Campari Milano股价下跌超过3%。法国巴黎银行股价下跌1.6%，因其准备自竞购萨瓦德尔银行失败以来首次筹集额外的一级资本。

European stocks extended gains into afternoon trading on the first session of November, with the STOXX 50 up 0.7% and the STOXX 600 advancing 0.5%, supported by the auto sector. Sentiment was lifted after China announced it would consider exemptions for Nexperia chip exports, easing concerns over semiconductor shortages. Mercedes-Benz (+3.5%), VW (+2.8%), Renault (+2.9%), and Stellantis (+2.1%) all posted solid gains. Rheinmetall also rose nearly 3% ahead of its earnings release later in the week. BP added 0.5% after agreeing to sell stakes in its US shale assets to Sixth Street for $1.5 billion, while Ryanair rebounded 2.8% following a slightly better-than-expected profit. On the downside, Davide Campari Milano fell over 3% after Italian tax authorities seized $1.5 billion in shares from its controlling holding company amid an alleged tax evasion probe. BNP Paribas slipped 1.6% as it prepares to raise Additional Tier 1 capital for the 1st time since its failed bid for Banco Sabadell.