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.

周二，欧洲股市有望开盘走低，因为投资者在8月1日各国与美国达成贸易协议的最后期限之前仍持谨慎态度。美国财政部长斯科特·贝森特警告称，从8月1号开始征收更高的关税“将给这些国家带来更大的压力，迫使它们达成更好的协议”。在欧洲，重点转向企业盈利，预计SAP、联合信贷银行和意大利邮政将发布报告。当天没有公布重大经济数据。盘前交易中，欧洲斯托克50指数期货下跌0.5%，斯托克600指数期货下跌0.3%。

European stocks were poised to open lower on Tuesday as investors remained cautious ahead of the August 1 deadline for countries to finalize trade agreements with the US. US Treasury Secretary Scott Bessent warned that imposing higher tariffs starting August 1 “will put more pressure on those countries to come with better agreements.” In Europe, focus turns to corporate earnings, with reports expected from SAP, UniCredit, and Poste Italiane. No major economic data releases are scheduled for the day. In premarket trading, Euro Stoxx 50 futures slipped 0.5%, while Stoxx 600 futures were down 0.3%.

周一，欧洲股市小幅下跌，市场继续评估欧盟贸易前景。欧元区STOXX 50指数下跌0.3%，收于5342点，泛欧STOXX 600指数下跌0.1%，收于546点。美国官员继续威胁对欧盟出口征收30%的关税，因为欧盟委员会在8月1日截止日期前继续谈判降低税率。与此同时，欧盟还表示，如果没有达成协议，将进行积极的报复，这可能会导致欧盟局势升级和物价上涨。奢侈品巨头领跌，爱马仕、路威酩轩集团和法拉利股价下跌1.6%至0.5%。与此同时，Stellantis股价下跌1.5%，尽管该公司表示，由于重组成本和美国关税，上半年亏损超过23亿欧元。此外，瑞安航空股价上涨5.7%，此前该公司公布其第一季度净利润翻了一番多。

European stocks recorded slight losses on Monday as markets continued to assess the outlook of trade in the EU. The Eurozone's STOXX 50 dropped 0.3% to close at 5,342 and the pan-European STOXX 600 fell 0.1% to 546. US officials maintained their threat of 30% tariffs on EU exports as the EU Commission continued to negotiate lower levy rates ahead of the August 1st deadline. In the meantime, the EU also signaled that aggressive retaliation would take place if no deal is agreed upon, risking escalation and higher prices in the bloc. Luxury giants led the losses in the Session, with Hermes, LVMH, and Ferrari dropping between 1.6% and 0.5%. In the meantime, Stellantis lost 1.5% despite signaling it lost over €2.3 billion in the first half due to restructuring costs and US tariffs. Also, Ryanair jumped 5.7% after reporting that its first-quarter net profit more than doubled.

欧元保持稳定，略高于1.16美元大关，投资者等待欧洲央行的政策决定，并密切关注欧盟-美国贸易发展。预计欧洲央行将在连续八次降息后于周四保持利率不变，政策制定者在美国关税高于预期和欧元走强对欧洲增长和通胀的影响存在不确定性的情况下采取观望态度。与此同时，欧盟特使正准备最早于本周会面，讨论在与美国总统唐纳德·特朗普达成无协议结果的情况下采取的应急措施，特朗普的关税立场似乎在8月1日的最后期限之前已经强硬。

The euro held steady just above the $1.16 mark as investors awaited the European Central Bank's policy decision and kept a close eye on EU-US trade developments. The ECB is expected to leave interest rates unchanged on Thursday after eight consecutive cuts, with policymakers adopting a wait-and-see approach amid uncertainty over the impact of steeper-than-expected US tariffs and a stronger euro on European growth and inflation. At the same time, EU envoys are preparing to meet as early as this week to discuss contingency measures in case of a no-deal outcome with US President Donald Trump, whose tariff stance appears to have hardened ahead of the August 1 deadline.