周三，欧洲股市收于历史新高，在银行和工业巨头的强劲支持下，抹去了前两个交易日的跌幅，因为市场评估了欧盟新关税的影响。欧元区STOXX 50指数上涨0.8%，至5656点，泛欧STOXX 600指数上涨0.8%至574点。权重金融公司领涨，追随欧元区主要政府债券的强劲走势，因为市场在法国政治危机和德国承担额外债务的情况下重新评估了欧盟的财政风险。安联、桑坦德、联合信贷、安盛和西班牙对外银行上涨2%至1.8%。奢侈品牌和工业巨头也上涨，西门子、LVMH、爱马仕和赛峰集团上涨超过1.5%。与此同时，欧盟在将进口钢铁关税提高到50%后不久宣布了削减进口钢铁免关税配额的计划。钢铁制造商安赛乐米塔尔和蒂森克虏伯分别飙升6.6%和4.7%，但汽车制造商录得大幅亏损。

European stocks closed at record highs on Wednesday, erasing losses from the two previous sessions with strong support from banks and industrial giants as markets assessed the impact of fresh tariffs from the EU. The Eurozone's STOXX 50 jumped 0.8% to 5,656 and the pan-European STOXX 600 rose 0.8% to 574. Heavyweight financial companies led the gains on the session, tracking the strong session for key government bonds in the currency bloc as markets reassessed fiscal risks on the EU amid the political crisis in France and additional debt taken by Germany. Allianz, Santander, UniCredit, AXA, and BBVA gained between 2% and 1.8%. Luxury brands and industrial giants were also higher, with Siemens, LVMH, Hermes, and Safran rising more than 1.5%. In the meantime, the EU announced plans to cut tariff-free quotas on imported steel shortly after raising tariffs on the metal to 50%. Steelmakers ArcelorMittal and ThyssenKrupp soared 6.6% and 4.7%, but auto makers recorded sharp losses.

欧洲股市周三上涨，结束了连续两个交易日的下跌，STOXX 50指数上涨0.4%，STOXX 600指数上涨0.5%。在欧盟宣布计划削减进口钢铁的免关税配额并将过剩进口的关税从25%提高到50%后，钢铁制造商成为涨幅最大的公司之一。蒂森克虏伯股价上涨5.6%，安赛乐米塔尔上涨4.3%，SSAB上涨4.2%。投资者情绪也受到最新企业动态的支撑。银行股表现优异，劳埃德银行上涨2.6%，此前有报道称，该行可能面临低于预期的不公平贷款交易补偿成本。软银同意收购ABB的机器人部门后，ABB股价上涨1.7%。相比之下，汽车行业表现滞后，宝马在下调2025年盈利预期后下跌超过4%，梅赛德斯-奔驰下跌约3%。科技股也出现回落，ASML控股公司下跌近3%，此前有报道称，美国立法者正在推动对向中国出口芯片制造设备实施更广泛的限制。

European stocks advanced on Wednesday, snapping a two-session losing streak, with the STOXX 50 up 0.4% and the STOXX 600 rising 0.5%. Steelmakers where among the top gainers after the EU announced plans to cut tariff-free quotas on imported steel and raise tariffs on excess imports from 25% to 50%. Shares of ThyssenKrupp jumped 5.6%, ArcelorMittal gained 4.3%, and SSAB added 4.2%. Investor sentiment was also supported by fresh corporate updates. Banking stocks outperformed, with Lloyds up 2.6% following reports that it may face lower-than-expected compensation costs for unfair loan deals. ABB climbed 1.7% after SoftBank agreed to acquire the firm’s robotics division. In contrast, the auto sector lagged, as BMW fell over 4% after cutting its 2025 earnings forecast and Mercedes-Benz lost around 3%. Technology shares also retreated, with ASML Holding down nearly 3% after reports that US lawmakers are pushing for broader restrictions on chipmaking equipment exports to China.

STOXX 50指数徘徊在平线附近，而STOXX 600指数周三上涨0.2%，投资者关注企业新闻，等待法国政治僵局和美国政府停摆谈判的发展。汽车行业拖累市场情绪，宝马在下调2025年盈利预测后下跌超过4%，理由是美国关税假设和中国增长低于预期。梅赛德斯-奔驰股价下跌约3%，因销售数据疲软而连续第三个交易日下跌。科技股也出现下跌，ASML控股公司下跌近3%，因为美国立法者呼吁更广泛地禁止向中国出口芯片制造设备。另一方面，银行和能源股表现优异，劳埃德银行集团上涨2.4%，此前有报道称，该银行和其他汽车金融贷款机构可能面临与不公平汽车金融交易相关的低于预期的薪酬支出。ABB上涨0.6%，此前日本软银集团同意以54亿美元收购该公司的机器人部门。

The STOXX 50 hovered near the flatline while the STOXX 600 rose 0.2% on Wednesday, as investors focused on corporate news and awaited developments in France’s political stalemate and the US government shutdown negotiations. The auto sector weighed on sentiment, with BMW sliding over 4% after cutting its 2025 earnings forecast, citing US tariff assumptions and slower-than-expected growth in China. Mercedes-Benz fell around 3%, extending losses for a third session on weak sales data. Tech shares were also in the red, with ASML Holding dropping nearly 3% as US lawmakers are calling for broader bans on chipmaking equipment to China. On the other hand, banking and energy stocks outperformed, with Lloyds Banking Group rising 2.4% after reports suggested the bank and other motor finance lenders may face lower-than-expected compensation payouts related to unfair motor finance deals. ABB gained 0.6% after Japan’s SoftBank Group agreed to acquire the firm’s robotics division for $5.4 billion.

由于法国日益加剧的政治动荡和德国令人失望的经济数据令投资者感到不安，欧元继续下跌至1.16美元大关，触及8月27日以来的最低水平。法国总统埃马纽埃尔·马克龙面临着越来越大的压力，要求提前举行选举或在周一塞巴斯蒂安·莱科尔努总理意外辞职后下台，因为前盟友与反对派领导人一道敦促采取果断行动，结束欧盟第二大经济体不断深化的政治危机。与此同时，德国8月份工业生产环比下跌4.3%，为2022年3月以来的最大跌幅，远超预期的1%跌幅，主要原因是汽车制造业急剧收缩。

The euro extended its losses toward the $1.16 mark, hitting its weakest level since August 27, as mounting political turmoil in France and disappointing economic data from Germany rattled investors. French President Emmanuel Macron faces growing pressure to call early elections or step down after Prime Minister Sébastien Lecornu’s unexpected resignation on Monday, as former allies join opposition leaders in urging decisive action to end the deepening political crisis in the EU’s second-largest economy. Meanwhile, German industrial production slumped 4.3% month-over-month in August—the sharpest decline since March 2022—far exceeding expectations for a 1% drop, largely due to a steep contraction in car manufacturing.