欧洲股市本周开盘上涨，STOXX 50和STOXX 600指数均上涨0.5%，从周五的大幅下跌中反弹。随着对美国银行信贷的担忧缓解，市场情绪有所改善。有报道称，特朗普总统试图缓和与中国的贸易紧张局势，这进一步支持了投资者的信心。奢侈品行业表现最为强劲，开云集团同意以40亿欧元的价格将其美容部门出售给欧莱雅（上涨0.7%）后，股价上涨4.3%。国防板块也有所上涨，莱茵金属上涨3.3%，莱昂纳多上涨2.9%，均从上一交易日的损失中恢复过来。大盘股大多走高，包括ASML控股（+1.1%）、爱马仕（+1.0%）、汇丰银行（+1.6%）和SAP（+1.0%）。然而，蒂森克虏伯在分拆后下跌了22%以上。B&M欧洲价值零售在首席财务官辞职后也下跌了18%，此前该公司因会计错误决定下调利润预测。
European markets opened the week in positive territory, with both the STOXX 50 and STOXX 600 rising 0.5%, rebounding from sharp losses on Friday. Sentiment improved as concerns over US banking credit eased. Investor confidence was further supported by reports that President Trump sought to de-escalate trade tensions with China. The luxury sector was among the strongest performers, with Kering jumping 4.3% after agreeing to sell its beauty division to L’Oréal (up 0.7%) for €4 billion. The defense sector also advanced, with Rheinmetall up 3.3% and Leonardo gaining 2.9%, both recovering from losses in the previous session. Large-cap stocks mostly traded higher, including ASML Holding (+1.1%), Hermès (+1.0%), HSBC (+1.6%), and SAP (+1.0%). However, Thyssenkrupp tumbled more than 22% after a spin-off. B&M European Value Retail also slumped 18% after its CFO resigned, following the company’s decision to cut its profit forecast due to an accounting error.
