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%.

欧洲股市周二大幅下跌，斯托克50指数下跌约1%。法国股市暴跌，因总理弗朗索瓦·贝鲁于9月8日举行可能推翻政府的信任投票后，政治动荡加剧。CAC 40指数下跌1.9%，拖累欧洲基准指数，而富时100指数在假期后重新开盘时下跌0.6%。反对党，包括极右翼的国民联盟、法国解放党和绿党，发誓要投票反对贝鲁，使政府处于弱势。更广泛的欧洲市场仍面临增长缓慢和地缘政治风险的压力。在其他地方，德国商业银行在美国银行下调评级后暴跌6%以上，而Orsted在与美国风电项目暂停相关的创纪录亏损后反弹2%。

European stocks traded sharply lower on Tuesday, with the Stoxx 50 down by around 1%. French stocks tumbled as political turmoil deepened after Prime Minister Francois Bayrou called a Sept. 8 confidence vote that could topple the government. The CAC 40 fell 1.9%, dragging down European benchmarks, while the FTSE 100 slipped 0.6% on reopening after a holiday. Opposition parties, including the far-right National Rally, France Unbowed, and the Greens, vowed to vote against Bayrou, leaving the government vulnerable. Broader European markets remain under pressure from sluggish growth and geopolitical risks. Elsewhere, Commerzbank slumped over 6% after a downgrade by Bank of America, while Orsted rebounded 2% after record losses tied to a halted US wind project.

欧洲股市周二开盘走低，延续了前一交易日的跌幅，因为投资者在本月早些时候强劲反弹后获利回吐。据报道，美国总统唐纳德·特朗普威胁称，如果中国未能向美国出口稀土磁铁，他将对中国征收“200%的关税或其他什么”，贸易紧张局势再次加剧，进一步打压了市场情绪。他还发誓要对实行数字税收制度的国家实施“实质性”的新关税和芯片限制。更令人担忧的是，特朗普宣布因涉嫌抵押贷款欺诈而罢免美联储理事丽莎·库克，这引发了人们对美联储独立性及其保持货币政策不受政治影响的能力的质疑。在欧洲，投资者将把注意力转向法国8月份的消费者信心数据，而没有计划公布主要企业收益。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0.2%。

European equity markets were set to open lower on Tuesday, extending losses from the previous session as investors booked profits after a strong rally earlier this month. Sentiment was further pressured by renewed trade tensions after US President Donald Trump reportedly threatened to impose “200% tariffs or something” on China if it failed to export rare-earth magnets to the US. He also vowed to implement “substantial” new tariffs and chip restrictions targeting countries with digital tax regimes. Adding to concerns, Trump announced the removal of Federal Reserve Governor Lisa Cook over alleged mortgage fraud, raising questions about the Fed’s independence and its ability to maintain monetary policy free from political influence. In Europe, investors will turn their focus to French consumer confidence data for August, while no major corporate earnings are scheduled for release. In premarket trading, Euro Stoxx 50 futures were down 0.5% and Stoxx 600 futures slipped 0.2%.