<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/05/image-68-1.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1152" height="720" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/05/image-68-1.png"/></p>
<p>欧洲股市在周四的交易中大多上涨，投资者正在消化北约提高国防支出目标的里程碑式决定，同时密切关注以色列和伊朗之间脆弱的停火局势。</p>
<p>来自德国的新经济数据表明消费者信心略有下降，而在企业界，H&amp;M 报告的销售额低于预期，壳牌则否认了收购传闻。</p>
<p>全球市场情绪继续受到以色列和伊朗之间持续停火的影响，投资者正在评估其持久性。</p>
<p>北约在周三宣布了一项重要决定，将其成员国的国防支出目标从国内生产总值的 2% 提高到 2035 年的 5%，为市场增添了新的动态。</p>
<p>这一举措导致欧洲防务公司的股票上涨，将成为市场的一个关键关注点。</p>
<p>在中欧时间上午 9:00，积极的市场情绪在大多数主要股指中得到了反映。德国 DAX 指数上涨 0.49%，EURO STOXX 50 指数上涨 0.34%，法国 CAC 40 指数上涨 0.38%。</p>
<p>然而，伦敦的 FTSE 100 指数开盘持平，显示出较为温和的开局。在货币市场上，欧元兑美元上涨 0.33%，在中欧时间上午 8:59 的交易价格为 1.16985 美元。</p>
<p>与此同时，英镑兑美元上涨 0.39%，交易价格为 1.37185 美元。</p>
<p>在经济数据方面，最新数据显示德国 7 月份消费者信心略有下降，增添了一丝谨慎情绪。</p>
<p>投资者还在等待欧洲中央银行（ECB）和英格兰银行官员稍后发表的言论，这些言论将被仔细审视，以寻找未来货币政策的线索。</p>
<p>隔夜交易的背景呈现出混合态势，亚太市场大多下跌，而美国股指期货则相对持平。</p>
<h2>企业聚焦：H&amp;M 销售下滑，壳牌否认收购 BP 传闻</h2>
<p>瑞典服装巨头 H&amp;M 周四报告其财年第二季度销售额低于预期，尽管它指出在夏季初期需求有所回升。</p>
<p>截至 5 月 31 日的三个月内，全球第二大服装零售商的收入同比下降至 567.1 亿瑞典克朗（59.9 亿美元）。</p>
<p>这一数字略低于 LSEG 分析师预测的 570.1 亿瑞典克朗，突显了零售行业面临的持续挑战。</p>
<p>在能源领域，壳牌周四明确否认了其考虑收购陷入困境的英国同行 BP 的传闻。</p>
<p>这一否认是针对《华尔街日报》的一篇报道，该报道暗示两家石油巨头之间正在进行收购谈判。</p>
<p>壳牌在一份正式声明中表示：“针对近期媒体的猜测，壳牌希望澄清，它并未积极考虑对 BP 提出报价，并确认未向 BP 提出接触，也未就可能的报价进行谈判。”</p>
<p>壳牌的一位发言人在周三首次回应时已告诉 CNBC：“这只是进一步的市场猜测。没有进行谈判。”</p>
<p>在前一交易日，BP 的股价在《华尔街日报》报道后上涨超过 10%。</p>
<p>投资者一直在关注壳牌或其他行业巨头如雪佛龙、埃克森美孚或阿联酋的阿布扎比国家石油公司是否会采取行动收购 BP，后者近年来表现不佳，并在全球向绿色能源转型的过程中难以明确战略方向。</p>
<p>欧洲市场开盘：股票大多上涨；壳牌否认收购 BP，H&amp;M 报告销售疲软的文章首发于 Invezz。</p>

SHEL.WI

SHEL

<p>欧洲股市大多高开，受到北约决定提高国防开支目标的影响。德国 DAX 指数上涨 0.49%，而 H&M 报告的销售额低于预期，Shell 否认了关于收购 BP 的传闻。经济数据显示德国消费者信心略有下降，投资者正等待欧洲央行和英格兰银行官员的评论。欧元和英镑对美元上涨，反映出尽管亚太市场的夜间交易表现不一，但市场情绪依然积极</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/05/image-68-1.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/05/image-68-1.png"/></p>
<p>European stock markets started Thursday’s session mostly higher, with investors digesting a landmark decision from NATO to increase defense spending targets, while also keeping a watchful eye on the fragile ceasefire between Israel and Iran.</p>
<div class="lb-trans"><p>欧洲股市在周四的交易中大多上涨，投资者正在消化北约提高国防支出目标的里程碑式决定，同时密切关注以色列和伊朗之间脆弱的停火局势。</p>
</div><p>Fresh economic data from Germany showed a slight dip in consumer confidence, and in the corporate world, H&amp;M reported weaker-than-expected sales, while Shell refuted takeover speculation.</p>
<div class="lb-trans"><p>来自德国的新经济数据表明消费者信心略有下降，而在企业界，H&amp;M 报告的销售额低于预期，壳牌则否认了收购传闻。</p>
</div><p>Global market sentiment continues to be influenced by the ongoing ceasefire between Israel and Iran, with investors assessing its durability.</p>
<div class="lb-trans"><p>全球市场情绪继续受到以色列和伊朗之间持续停火的影响，投资者正在评估其持久性。</p>
</div><p>Adding a new dynamic, NATO announced on Wednesday a significant decision to hike defense spending targets for its member states from 2% to 5% of gross domestic product by the year 2035.</p>
<div class="lb-trans"><p>北约在周三宣布了一项重要决定，将其成员国的国防支出目标从国内生产总值的 2% 提高到 2035 年的 5%，为市场增添了新的动态。</p>
</div><p>This move, which caused shares of European defense companies to pop, will remain a key focus for the market.</p>
<div class="lb-trans"><p>这一举措导致欧洲防务公司的股票上涨，将成为市场的一个关键关注点。</p>
</div><p>At 9:00 am CET, the positive sentiment was reflected in most major bourses.Germany’s DAX rose 0.49%, theEURO STOXX 50 jumped 0.34%, and theFrench CAC 40 increased 0.38%.</p>
<div class="lb-trans"><p>在中欧时间上午 9:00，积极的市场情绪在大多数主要股指中得到了反映。德国 DAX 指数上涨 0.49%，EURO STOXX 50 指数上涨 0.34%，法国 CAC 40 指数上涨 0.38%。</p>
</div><p>However,London’s FTSE 100 opened flat, showing a more muted start. In currency markets, the euro gained 0.33% against the US dollar, selling for $1.16985 at 8:59 am CET.</p>
<div class="lb-trans"><p>然而，伦敦的 FTSE 100 指数开盘持平，显示出较为温和的开局。在货币市场上，欧元兑美元上涨 0.33%，在中欧时间上午 8:59 的交易价格为 1.16985 美元。</p>
</div><p>Simultaneously, the British pound advanced 0.39% against the greenback to trade at $1.37185.</p>
<div class="lb-trans"><p>与此同时，英镑兑美元上涨 0.39%，交易价格为 1.37185 美元。</p>
</div><p>On the economic data front, fresh figures showed a slight dip in German consumer confidence for July, adding a note of caution.</p>
<div class="lb-trans"><p>在经济数据方面，最新数据显示德国 7 月份消费者信心略有下降，增添了一丝谨慎情绪。</p>
</div><p>Investors are also awaiting remarks from European Central Bank (ECB) and Bank of England officials later in the day, which will be scrutinized for clues on future monetary policy.</p>
<div class="lb-trans"><p>投资者还在等待欧洲中央银行（ECB）和英格兰银行官员稍后发表的言论，这些言论将被仔细审视，以寻找未来货币政策的线索。</p>
</div><p>The backdrop from overnight trading was mixed, with Asia-Pacific markets mostly declining, while US stock futures were relatively unchanged.</p>
<div class="lb-trans"><p>隔夜交易的背景呈现出混合态势，亚太市场大多下跌，而美国股指期货则相对持平。</p>
</div><h2>Corporate spotlight: H&amp;M sales slip, Shell denies BP takeover rumors</h2>
<div class="lb-trans"><h2>企业聚焦：H&amp;M 销售下滑，壳牌否认收购 BP 传闻</h2>
</div><p>Swedish clothing giant H&amp;M reported weaker-than-expected sales for its fiscal second quarter on Thursday, though it did point to a recent uptick in demand at the start of the summer season.</p>
<div class="lb-trans"><p>瑞典服装巨头 H&amp;M 周四报告其财年第二季度销售额低于预期，尽管它指出在夏季初期需求有所回升。</p>
</div><p>Revenues at the world’s second-largest clothing retailer dipped year-on-year to 56.71 billion Swedish krona ($5.99 billion) in the three-month period ending May 31.</p>
<div class="lb-trans"><p>截至 5 月 31 日的三个月内，全球第二大服装零售商的收入同比下降至 567.1 亿瑞典克朗（59.9 亿美元）。</p>
</div><p>This figure fell slightly short of the 57.01 billion Swedish krona forecast by LSEG analysts, highlighting ongoing challenges in the retail sector.</p>
<div class="lb-trans"><p>这一数字略低于 LSEG 分析师预测的 570.1 亿瑞典克朗，突显了零售行业面临的持续挑战。</p>
</div><p>In the energy sector, oil major Shell on Thursday emphatically denied speculation that it was considering a bid for its embattled British peer, BP.</p>
<div class="lb-trans"><p>在能源领域，壳牌周四明确否认了其考虑收购陷入困境的英国同行 BP 的传闻。</p>
</div><p>The denial came in response to a Wall Street Journal report that had suggested takeover talks were underway between the two oil giants.</p>
<div class="lb-trans"><p>这一否认是针对《华尔街日报》的一篇报道，该报道暗示两家石油巨头之间正在进行收购谈判。</p>
</div><p>“In response to recent media speculation Shell wishes to clarify that it has not been actively considering making an offer for BP and confirms it has not made an approach to, and no talks have taken place with, BP with regards to a possible offer,” Shell said in a formal statement.</p>
<div class="lb-trans"><p>壳牌在一份正式声明中表示：“针对近期媒体的猜测，壳牌希望澄清，它并未积极考虑对 BP 提出报价，并确认未向 BP 提出接触，也未就可能的报价进行谈判。”</p>
</div><p>A Shell spokesperson had already told CNBC on Wednesday, in an initial response, “This is further market speculation. No talks are taking place.”</p>
<div class="lb-trans"><p>壳牌的一位发言人在周三首次回应时已告诉 CNBC：“这只是进一步的市场猜测。没有进行谈判。”</p>
</div><p>BP shares had surged more than 10% in the previous session following the Wall Street Journal report.</p>
<div class="lb-trans"><p>在前一交易日，BP 的股价在《华尔街日报》报道后上涨超过 10%。</p>
</div><p>Investors have been watching to see whether Shell—or other industry behemoths like Chevron, Exxon Mobil, or the United Arab Emirates’ Adnoc—would make a move to acquire BP, which has been underperforming its rivals in recent years and has struggled to define a clear strategic direction amid the global transition to green energy.</p>
<div class="lb-trans"><p>投资者一直在关注壳牌或其他行业巨头如雪佛龙、埃克森美孚或阿联酋的阿布扎比国家石油公司是否会采取行动收购 BP，后者近年来表现不佳，并在全球向绿色能源转型的过程中难以明确战略方向。</p>
</div><p>The post Europe markets open: stocks mostly up; Shell denies BP bid, H&amp;M reports weaker sales appeared first on Invezz</p>
<div class="lb-trans"><p>欧洲市场开盘：股票大多上涨；壳牌否认收购 BP，H&amp;M 报告销售疲软的文章首发于 Invezz。</p>
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欧洲市场开盘：股票普遍上涨；Shell 否认 BP 收购传闻，H&M 报告销售额下降