<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/stocks.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/stocks.png"/></p>
<p>欧洲市场预计周三将高开，此前美国和伊朗达成了有条件停火协议，缓解了对中东局势立即升级的担忧，并使油价大幅下跌。</p>
<p>期货指标显示该地区普遍上涨，反映出全球投资者对华盛顿和德黑兰之间缓和迹象的反应，掀起了一波反弹。</p>
<p>在美国总统唐纳德·特朗普周二晚间表示将暂停对伊朗的军事打击计划两周后，风险资产普遍反弹，情绪转向积极。</p>
<h2>停火提升风险偏好</h2>
<p>随着投资者对敌对行动暂时暂停的前景作出反应，欧洲期货的反弹加速。</p>
<p>这次停火是在国际参与下促成的，条件是伊朗重新开放霍尔木兹海峡以供商业航运，这是情绪转变的关键因素。</p>
<p>这推动了市场的广泛风险偏好回升。</p>
<p>亚洲股市在夜间上涨，而美国股指期货也大幅上涨，表明投资者在经历几天的地缘政治焦虑后重新回归风险资产。</p>
<p>市场反应突显出情绪受到对冲突可能扩散并扰乱全球贸易和能源流动的担忧的严重影响。</p>
<p>即使是有条件的停火也足以促使市场头寸发生剧烈逆转。</p>
<h2>油价因紧张局势缓解而下跌</h2>
<p>油价跌破每桶 100 美元，交易员降低了对立即供应冲击的担忧。</p>
<p>原油价格的下跌为股市，特别是欧洲市场带来了一些缓解，较低的能源成本可能减轻通胀压力，并降低对消费者需求和工业利润的风险。</p>
<p>尽管如此，前景仍高度依赖于霍尔木兹海峡的动态，这是世界上最重要的石油运输路线之一。</p>
<p>特朗普的言论表明，任何军事行动的暂停仍然与保持水道开放相关，这意味着如果海上交通面临新的威胁，市场的缓解可能会变得脆弱。</p>
<h2>尽管停火，风险依然存在</h2>
<p>投资者并未将停火视为敌对行动的最终结束。</p>
<p>该地区其他地方的导弹和无人机威胁的报告突显出紧张局势可能迅速再次升级，即使美国和伊朗之间的直接对抗目前似乎有所缓和。</p>
<p>这使市场面临头条风险。</p>
<p>欧洲股市可能会强劲开盘，但这些涨幅是否能持续到交易时段结束，将取决于是否没有新的军事升级，以及油价是否继续回落。</p>
<p>除了地缘政治，投资者还将关注企业更新和经济数据以获取进一步的方向。</p>
<p>这些因素可能有助于决定开盘反弹是否会扩展为更持久的走势。</p>
<p>目前，停火为市场提供了重置的理由，但下一个考验将是海湾地区是否能保持平静的头条新闻，以控制油价并维持风险偏好。</p>
<p>FTSE 100 期货上涨 230 点，欧洲市场预计高开，相关内容首次出现在 Invezz 上。</p>

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<p>欧洲市场预计将高开，FTSE 100 期货上涨 230 点，此次上涨是由于美国和伊朗达成了有条件的停火协议，缓解了中东紧张局势并降低了油价。这引发了全球的宽慰反弹，投资者的风险偏好有所增加。然而，市场仍然保持谨慎，因为停火的稳定性取决于霍尔木兹海峡的重新开放以及是否会出现进一步的军事升级。整体情绪是积极的，但投资者将密切关注地缘政治动态和经济数据，以判断未来的方向</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/stocks.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/stocks.png"/></p>
<p>European markets were poised to open higher on Wednesday after the United States and Iran agreed to a conditional ceasefire, easing fears of an immediate escalation in the Middle East and sending oil prices sharply lower.</p>
<div class="lb-trans"><p>欧洲市场预计周三将高开，此前美国和伊朗达成了有条件停火协议，缓解了对中东局势立即升级的担忧，并使油价大幅下跌。</p>
</div><p>Futures indicators pointed to broad gains across the region, reflecting a global relief rally as investors reacted to signs of de-escalation between Washington and Tehran.</p>
<div class="lb-trans"><p>期货指标显示该地区普遍上涨，反映出全球投资者对华盛顿和德黑兰之间缓和迹象的反应，掀起了一波反弹。</p>
</div><p>The positive tone followed a wider rebound in risk assets after US President Donald Trump said late Tuesday that he would suspend planned military strikes against Iran for two weeks.</p>
<div class="lb-trans"><p>在美国总统唐纳德·特朗普周二晚间表示将暂停对伊朗的军事打击计划两周后，风险资产普遍反弹，情绪转向积极。</p>
</div><h2>Ceasefire lifts risk appetite</h2>
<div class="lb-trans"><h2>停火提升风险偏好</h2>
</div><p>The rebound in European futures gathered pace as investors responded to the prospect of a temporary pause in hostilities.</p>
<div class="lb-trans"><p>随着投资者对敌对行动暂时暂停的前景作出反应，欧洲期货的反弹加速。</p>
</div><p>The ceasefire, mediated with international involvement, is conditional on Iran reopening the Strait of Hormuz to commercial shipping, a key factor underpinning the shift in sentiment.</p>
<div class="lb-trans"><p>这次停火是在国际参与下促成的，条件是伊朗重新开放霍尔木兹海峡以供商业航运，这是情绪转变的关键因素。</p>
</div><p>That helped drive a broader risk-on move across markets.</p>
<div class="lb-trans"><p>这推动了市场的广泛风险偏好回升。</p>
</div><p>Asian equities climbed overnight, while US stock futures also surged, suggesting investors were moving back into risk assets after days of geopolitical anxiety.</p>
<div class="lb-trans"><p>亚洲股市在夜间上涨，而美国股指期货也大幅上涨，表明投资者在经历几天的地缘政治焦虑后重新回归风险资产。</p>
</div><p>The market reaction underscored how heavily sentiment had been weighed down by concerns that the conflict could spread and disrupt global trade and energy flows.</p>
<div class="lb-trans"><p>市场反应突显出情绪受到对冲突可能扩散并扰乱全球贸易和能源流动的担忧的严重影响。</p>
</div><p>Even a conditional truce was enough to prompt a sharp reversal in positioning.</p>
<div class="lb-trans"><p>即使是有条件的停火也足以促使市场头寸发生剧烈逆转。</p>
</div><h2>Oil drops as tensions ease</h2>
<div class="lb-trans"><h2>油价因紧张局势缓解而下跌</h2>
</div><p>Oil prices fell below $100 a barrel as traders dialled back fears of an immediate supply shock.</p>
<div class="lb-trans"><p>油价跌破每桶 100 美元，交易员降低了对立即供应冲击的担忧。</p>
</div><p>The decline in crude offered some relief to equity markets, particularly in Europe, where lower energy costs could ease pressure on inflation and reduce risks to consumer demand and industrial margins.</p>
<div class="lb-trans"><p>原油价格的下跌为股市，特别是欧洲市场带来了一些缓解，较低的能源成本可能减轻通胀压力，并降低对消费者需求和工业利润的风险。</p>
</div><p>Still, the outlook remained highly dependent on developments around the Strait of Hormuz, one of the world’s most important oil shipping routes.</p>
<div class="lb-trans"><p>尽管如此，前景仍高度依赖于霍尔木兹海峡的动态，这是世界上最重要的石油运输路线之一。</p>
</div><p>Trump’s remarks suggested that any pause in military action remained tied to keeping the waterway open, meaning the market’s relief could prove fragile if there were fresh threats to maritime traffic.</p>
<div class="lb-trans"><p>特朗普的言论表明，任何军事行动的暂停仍然与保持水道开放相关，这意味着如果海上交通面临新的威胁，市场的缓解可能会变得脆弱。</p>
</div><h2>Risks persist despite truce</h2>
<div class="lb-trans"><h2>尽管停火，风险依然存在</h2>
</div><p>Investors were not treating the ceasefire as a definitive end to hostilities.</p>
<div class="lb-trans"><p>投资者并未将停火视为敌对行动的最终结束。</p>
</div><p>Reports of missile and drone threats elsewhere in the region highlighted how quickly tensions could flare again, even if direct confrontation between the US and Iran appeared to be easing for now.</p>
<div class="lb-trans"><p>该地区其他地方的导弹和无人机威胁的报告突显出紧张局势可能迅速再次升级，即使美国和伊朗之间的直接对抗目前似乎有所缓和。</p>
</div><p>That leaves markets vulnerable to headline risk.</p>
<div class="lb-trans"><p>这使市场面临头条风险。</p>
</div><p>European equities may open with strong gains, but whether those advances hold through the session will depend on the absence of fresh military escalation and on whether oil continues to retreat.</p>
<div class="lb-trans"><p>欧洲股市可能会强劲开盘，但这些涨幅是否能持续到交易时段结束，将取决于是否没有新的军事升级，以及油价是否继续回落。</p>
</div><p>Beyond geopolitics, investors will monitor corporate updates and economic data for further direction.</p>
<div class="lb-trans"><p>除了地缘政治，投资者还将关注企业更新和经济数据以获取进一步的方向。</p>
</div><p>Those factors could help determine whether the opening rally broadens into a more durable move.</p>
<div class="lb-trans"><p>这些因素可能有助于决定开盘反弹是否会扩展为更持久的走势。</p>
</div><p>For now, the ceasefire has given markets a reason to reset, but the next test will be whether calmer headlines from the Gulf are enough to keep oil contained and risk appetite intact.</p>
<div class="lb-trans"><p>目前，停火为市场提供了重置的理由，但下一个考验将是海湾地区是否能保持平静的头条新闻，以控制油价并维持风险偏好。</p>
</div><p>The post FTSE 100 futures jump 230 points as Europe set for higher open appeared first on Invezz</p>
<div class="lb-trans"><p>FTSE 100 期货上涨 230 点，欧洲市场预计高开，相关内容首次出现在 Invezz 上。</p>
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富时 100 指数期货上涨 230 点，欧洲市场预计开盘走高