<p>要点：</p>
<ul>
<li>挪威和瑞典的中央银行维持利率不变</li>
<li>巴黎机场在监管机构拒绝提案后股价下跌</li>
<li>经纪公司升级后，合理性有所提升</li>
</ul>
<p>作者：Ragini Mathur 和 Purvi Agarwal</p>
<p>周四，欧洲股市整体表现平淡，医疗保健和金融类股的下跌限制了更广泛的涨幅，投资者在欧洲中央银行的政策公告和美国通胀数据公布前保持谨慎。</p>
<p>截至格林威治时间 0932，泛欧 STOXX 600 指数上涨 0.2%，报 580.77 点。主要地区股市普遍上涨，德国 DAX 指数上涨 0.1%。</p>
<p>在伦敦，FTSE 100 指数在英格兰银行的利率决策前上涨 0.1%，市场普遍预计将下调 25 个基点。由于周三英国通胀意外下降，市场押注有所加大。</p>
<p>投资者在等待 11 月份美国通胀报告之前未敢大举下注，该报告可能会为美联储的货币政策走向提供明确指引，此前本周早些时候的就业数据未能显著改变市场预期。</p>
<p>在市场上，零售股票 (.SXRP) 上涨 1.2%，预算时尚巨头 H&amp;M 上涨 2.3%。雀巢和联合利华等消费巨头也有所上涨。</p>
<p>能源 (.SXEP) 股票上涨 0.4%，油价持续上涨。BP 在任命澳大利亚 Woodside Energy 的首席执行官 Meg O'Neill 后小幅上涨。</p>
<p>医疗保健股票 (.SXDP) 下跌 0.1%，重磅股诺和诺德和阿斯利康各下跌约 0.5%。</p>
<p>本月表现最佳的银行 (.SX7P) 下跌 0.2%。</p>
<p>欧洲中央银行的货币政策会议备受关注，市场普遍预计将维持利率不变。投资者对该行的前瞻性指引保持高度关注，特别是在董事会成员 Isabel Schnabel 最近暗示可能加息之后。</p>
<p>“下次加息并非不可能……但听到政策制定者对他们的宽松过程基本完成有如此程度的信心，确实很有趣，” Netwealth 的首席投资策略师 Iain Barnes 表示。</p>
<p>“面对美联储及其新任主席即将到来的情况，欧洲中央银行只是向市场提供了更清晰的指引。”</p>
<p>美国总统唐纳德·特朗普计划很快宣布下一任美联储主席的人选，他在周三表示，这将是 “一个非常相信大幅降低利率的人”。</p>
<p>瑞典 (.OMXSPI) 和挪威的股指在各自中央银行维持利率不变后持平。</p>
<p>在其他动态中，机场运营商巴黎机场的股价下跌 8.2%，跌至 STOXX 600 的底部，此前法国交通监管机构 ART 拒绝了其 2026 年的收费提案。</p>
<p>厨房电器制造商 Rational AG 上涨 4.2%，成为 STOXX 600 的主要涨幅股之一，此前瑞银将该股评级从 “中性” 上调至 “买入”。</p>

<p>欧洲股市基本保持不变，投资者在欧洲中央银行政策公告和美国通胀数据发布前保持谨慎。STOXX 600 指数小幅上涨，各行业表现参差不齐。零售和能源股票上涨，而医疗保健和金融股下跌。预计欧洲央行将维持利率不变，市场关注其前瞻性指引。同时，挪威和瑞典的中央银行也维持了利率。主要动态包括巴黎机场在监管决定后下跌，以及 Rational AG 在经纪公司升级评级后上涨</p>

<p>Key points:</p>
<div class="lb-trans"><p>要点：</p>
</div><ul>
<li>Central banks in Norway, Sweden hold rates</li>
<li>Aeroports de Paris falls after regulator rejects proposal</li>
<li>Rationale advances after brokerage upgrade</li>
</ul>
<div class="lb-trans"><ul>
<li>挪威和瑞典的中央银行维持利率不变</li>
<li>巴黎机场在监管机构拒绝提案后股价下跌</li>
<li>经纪公司升级后，合理性有所提升</li>
</ul>
</div><p>By Ragini Mathur and Purvi Agarwal</p>
<div class="lb-trans"><p>作者：Ragini Mathur 和 Purvi Agarwal</p>
</div><p>European shares were largely muted on Thursday as declines in heavyweight healthcare and financials limited broader gains and investors stayed cautious ahead of the European Central Bank's policy announcement and U.S. inflation data.</p>
<div class="lb-trans"><p>周四，欧洲股市整体表现平淡，医疗保健和金融类股的下跌限制了更广泛的涨幅，投资者在欧洲中央银行的政策公告和美国通胀数据公布前保持谨慎。</p>
</div><p>The pan-European STOXX 600  was up 0.2% at 580.77 as of 0932 GMT. Major regional bourses were broadly higher, with Germany's DAX  up 0.1%.</p>
<div class="lb-trans"><p>截至格林威治时间 0932，泛欧 STOXX 600 指数上涨 0.2%，报 580.77 点。主要地区股市普遍上涨，德国 DAX 指数上涨 0.1%。</p>
</div><p>In London, the FTSE 100 CURRENCYCOM:UK100 gained 0.1% ahead of the Bank of England's rate decision, where markets widely expect a 25-basis-point cut. Bets were amplified after Wednesday's surprising drop in UK inflation.</p>
<div class="lb-trans"><p>在伦敦，FTSE 100 指数在英格兰银行的利率决策前上涨 0.1%，市场普遍预计将下调 25 个基点。由于周三英国通胀意外下降，市场押注有所加大。</p>
</div><p>Investors refrained from placing big bets ahead of the U.S. inflation report for November, which could provide clarity on the Fed's monetary policy trajectory, after employment data earlier this week failed to shift market expectations significantly.</p>
<div class="lb-trans"><p>投资者在等待 11 月份美国通胀报告之前未敢大举下注，该报告可能会为美联储的货币政策走向提供明确指引，此前本周早些时候的就业数据未能显著改变市场预期。</p>
</div><p>In the market, retail stocks (.SXRP) rose 1.2%, with budget fashion giant H&amp;M  up 2.3%. Consumer giants such as Nestle  and Unilever  also gained.</p>
<div class="lb-trans"><p>在市场上，零售股票 (.SXRP) 上涨 1.2%，预算时尚巨头 H&amp;M 上涨 2.3%。雀巢和联合利华等消费巨头也有所上涨。</p>
</div><p>Energy (.SXEP) shares were up 0.4%, as oil prices continued to rise. BP  gained marginally after it appointed Meg O'Neill, the head of Australia's Woodside Energy , as its next CEO.</p>
<div class="lb-trans"><p>能源 (.SXEP) 股票上涨 0.4%，油价持续上涨。BP 在任命澳大利亚 Woodside Energy 的首席执行官 Meg O'Neill 后小幅上涨。</p>
</div><p>Healthcare shares (.SXDP) slipped 0.1%, as heavyweights Novo Nordisk  and AstraZeneca  declined about 0.5% each.</p>
<div class="lb-trans"><p>医疗保健股票 (.SXDP) 下跌 0.1%，重磅股诺和诺德和阿斯利康各下跌约 0.5%。</p>
</div><p>Banks (.SX7P), among the biggest gainers this month, were down 0.2%.</p>
<div class="lb-trans"><p>本月表现最佳的银行 (.SX7P) 下跌 0.2%。</p>
</div><p>The ECB's monetary policy meeting, in which it is widely expected to hold rates, is also on the radar. Investors remain keenly focused on the bank's forward guidance, particularly after board member Isabel Schnabel recently hinted at potential rate hikes.</p>
<div class="lb-trans"><p>欧洲中央银行的货币政策会议备受关注，市场普遍预计将维持利率不变。投资者对该行的前瞻性指引保持高度关注，特别是在董事会成员 Isabel Schnabel 最近暗示可能加息之后。</p>
</div><p>&#34;It's not unimaginable for the next interest rate to be up... But it's interesting to hear policymakers have that sort of level of confidence that they think that their easing process is largely done,&#34; said Iain Barnes, chief investment strategist at Netwealth.</p>
<div class="lb-trans"><p>“下次加息并非不可能……但听到政策制定者对他们的宽松过程基本完成有如此程度的信心，确实很有趣，” Netwealth 的首席投资策略师 Iain Barnes 表示。</p>
</div><p>&#34;In the face of everything that's going on with the Fed and its incoming chair, it's just the ECB giving more clear guidance to the market.&#34;</p>
<div class="lb-trans"><p>“面对美联储及其新任主席即将到来的情况，欧洲中央银行只是向市场提供了更清晰的指引。”</p>
</div><p>U.S. President Donald Trump, scheduled to announce his pick for the next Fed chair soon, said on Wednesday that it would be &#34;someone who believes in lower interest rates by a lot&#34;.</p>
<div class="lb-trans"><p>美国总统唐纳德·特朗普计划很快宣布下一任美联储主席的人选，他在周三表示，这将是 “一个非常相信大幅降低利率的人”。</p>
</div><p>Equity indexes in Sweden (.OMXSPI) and Norway  were flat after their central banks kept interest rates on hold.</p>
<div class="lb-trans"><p>瑞典 (.OMXSPI) 和挪威的股指在各自中央银行维持利率不变后持平。</p>
</div><p>Among other movers, airport operator Aeroports de Paris  fell 8.2% to the bottom of STOXX 600 after the French transport regulator, ART, rejected its 2026 tariff proposal.</p>
<div class="lb-trans"><p>在其他动态中，机场运营商巴黎机场的股价下跌 8.2%，跌至 STOXX 600 的底部，此前法国交通监管机构 ART 拒绝了其 2026 年的收费提案。</p>
</div><p>Kitchen appliances maker Rational AG  rose 4.2%, among top gainers on STOXX 600, after UBS upgraded the stock to &#34;buy&#34; from &#34;neutral&#34;.</p>
<div class="lb-trans"><p>厨房电器制造商 Rational AG 上涨 4.2%，成为 STOXX 600 的主要涨幅股之一，此前瑞银将该股评级从 “中性” 上调至 “买入”。</p>
</div>

欧洲股市表现平淡，投资者在等待美国数据和欧洲央行决策时保持谨慎