欧洲股市周四上涨，斯托克50指数上涨0.6%，斯托克600指数上涨0.4%，投资者消化了英伟达的最新收益。这家美国芯片制造商预计本季度的销售额增长将超过50%，这表明人工智能需求仍在持续，尽管在数据中心收入低于预期以及对中国销售的担忧加剧后，其股价下跌。在欧洲，尽管受中国需求疲软和美国关税风险的影响，保乐力加的年销售额下降了3%，但仍上涨了5%。另一方面，英国监管机构对Drax的生物质采购披露展开调查后，Drax股价暴跌11%。与此同时，汽车行业数据显示，7月份欧盟汽车注册量增长7.4%，电池电动汽车销量增长39%。今年到目前为止，中国电动汽车制造商比亚迪的注册量激增291%，而特斯拉的欧洲销量下降了34%。

European stocks rose on Thursday, with the Stoxx 50 up 0.6% and the Stoxx 600 up 0.4%, as investors digested Nvidia’s latest earnings. The US chipmaker forecast sales growth above 50% this quarter, signaling ongoing AI demand, though its shares slipped after data center revenue missed forecasts and concerns grew over China sales. In Europe, Pernod Ricard gained 5% despite a 3% annual sales drop, weighed by weak China demand and US tariff risks. On the other hand, Drax plunged 11% after UK regulators launched a probe into its biomass sourcing disclosures. Meanwhile, auto sector data showed EU car registrations rose 7.4% in July, with battery EV sales jumping 39%. Chinese EV-maker BYD led with a 291% surge in registrations so far this year, while Tesla’s European sales fell 34%.

周四，欧洲股市开局疲软，投资者在消化人工智能芯片领导者英伟达的收益的同时，权衡了法国的政治风险。本周早些时候，法国总理弗朗索瓦·贝鲁出人意料地召集了下个月的信任投票，人们普遍预计此举将推翻他的少数派政府。与此同时，由于数据中心销售额连续第二个季度低于预期，英伟达在盘后交易中下跌了3%，尽管其盈利和收入超过了第二季度的预期。投资者还将分析一系列欧洲经济数据，包括新车注册、经济情绪和消费者通胀预期。在盘前交易中，欧洲斯托克50指数和斯托克600指数期货徘徊在平线附近。

European stocks were poised for a subdued start on Thursday as investors weighed political risks in France while digesting earnings from AI chip leader Nvidia. Earlier this week, French Prime Minister Francois Bayrou unexpectedly called a confidence vote for next month, a move widely expected to topple his minority government. Meanwhile, Nvidia slipped 3% in extended trading despite beating second-quarter earnings and revenue forecasts, as data center sales fell short of estimates for a second straight quarter. Investors will also parse a series of European economic releases, including new car registrations, economic sentiment and consumer inflation expectations. In premarket trade, Euro Stoxx 50 and Stoxx 600 futures hovered near the flatline.

斯托克50指数和斯托克600指数在连续两天下跌后，周三徘徊在接近持平的水平，因为投资者权衡了法国的政治风险，并等待英伟达的收益指引。法国CAC 40指数在周二因对总理弗朗索瓦·贝鲁政府的担忧而大幅下跌后略有反弹。包括ASM International NV、BE Semiconductor Industries和英飞凌科技股份公司在内的芯片制造商在美国市场收盘后发布的英伟达季度报告之前上涨。在数据方面，由于对就业和通胀的担忧，德国消费者信心连续第三个月减弱。在各个行业中，矿业和消费类股表现优异，而化工类股表现最差。在个人投资者中，奇华顿公司股价下跌0.8%，该公司表示Gilles Andrier将辞去首席执行官一职。在其他推动因素中，德意志银行（Deutsche Bank AG）和德国商业银行（Commerzbank AG）股价下跌，此前高盛集团（Goldman Sachs Group股份有限公司）分析师今年大幅跑赢大盘，下调了两家银行的评级。

The Stoxx 50 and Stoxx 600 hovered near flat on Wednesday after two days of losses, as investors weighed French political risks and awaited Nvidia’s earnings for direction. France’s CAC 40 rebounded slightly after Tuesday’s sharp drop on worries over Prime Minister Francois Bayrou’s government. Chipmakers including ASM International NV, BE Semiconductor Industries and Infineon Tecnologies AG rose ahead Nvidia’s quarterly report, due after US markets close. On the data front, German consumer sentiment weakened for a third month on job and inflation fears. Across sectors, mining and consumer stocks outperformed, while chemicals shares were the biggest laggards. Among individual movers, Givaudan SA dropped 0.8% as the firm said Gilles Andrier would retire from his position as chief executive officer. Among other movers, shares of Deutsche Bank AG and Commerzbank AG dropped after both banks were downgraded by Goldman Sachs Group Inc. analysts following significant outperformance this year.

欧洲股市在经历了两天的大幅抛售后，周三开盘走高，风险情绪显示出改善的迹象。投资者将注意力转向Nvidia即将发布的收益报告，预计该报告将为人工智能行业的可持续性提供新的见解。市场也有望从周二的下跌中反弹，当时法国总理弗朗索瓦·贝鲁在9月8日举行了可能推翻法国政府的信任投票后，政治不确定性加剧。与此同时，交易员将评估最新的德国消费者信心调查和法国劳动力市场数据，以寻找更多方向。盘前交易中，欧洲斯托克50指数期货上涨0.2%，斯托克600指数期货上涨0.4%。

European equity markets were set to open higher on Wednesday after a sharp two-day selloff, as risk sentiment showed signs of improvement. Investors turned their attention to Nvidia’s upcoming earnings report, expected to provide fresh insight into the sustainability of the artificial intelligence trade. Markets also looked to rebound from Tuesday’s losses, when political uncertainty intensified after Prime Minister Francois Bayrou called a September 8 confidence vote that could potentially topple the French government. Meanwhile, traders will assess the latest German consumer confidence survey and French labor market data for additional direction. In premarket trade, Euro Stoxx 50 futures rose 0.2% while Stoxx 600 futures advanced 0.4%.