<p>欧洲股市周四上涨超过 1%，创下超过一年来的最大月度涨幅，投资者因企业盈利好于预期以及对美以战争解决的希望而感到宽慰。</p>
<p>泛欧斯托克 600 指数收盘上涨 1.4%，报 611.28 点，结束了连续四天的下跌。地区股市也普遍上涨；德国 DAX 和英国 FTSE 均上涨超过 1.4%。</p>
<p>斯托克指数从上个月的急剧下跌中反弹，四月份录得 4.8% 的涨幅——这是自 2025 年 1 月以来的最佳月度表现。然而，该指数仍低于战争前的水平。</p>
<p>“市场目前确实在努力消化所有信息，并相应调整定价，” 晨星首席欧洲股票策略师迈克尔·菲尔德表示。</p>
<p>对冲突即将结束的希望在本月早些时候曾提振市场，但谈判已陷入僵局，原油价格交易在 100 美元以上。</p>
<p>在这种背景下，欧洲中央银行维持利率不变，但表示对通胀上升的担忧，促使市场押注今年将多次加息 25 个基点，预计首次加息将在 6 月进行。</p>
<h3>在新的全球秩序中驾驭亚洲</h3>
<p>获取洞察，直接送达您的邮箱。</p>
<p>“如果你看看我们目前在能源市场的交易情况，市场现在基本上接近欧洲央行的不利情景……在短期到中期内，欧洲央行更有可能采取某种形式的行动，” 荷兰银行宏观策略负责人埃尔温·德·格鲁特表示。</p>
<p>当天，工业和医疗保健股推动指数上涨，分别上涨 1.7% 和 2.2%。公用事业板块上涨 2.1%。</p>
<p><strong>企业盈利提升市场情绪</strong></p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/5b483c295f0f8193e9fa8f4b8e13e0e944fe86465add494209e366bd3b8c2dd1/query-ZHByPTEmZj13ZWJwJnc9MjQw?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://cassette.sphdigital.com.sg/image/businesstimes/5b483c295f0f8193e9fa8f4b8e13e0e944fe86465add494209e366bd3b8c2dd1/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>标普 500 和纳斯达克开盘上涨，盈利乐观情绪掩盖中东困境</h3>
<p>好于预期的企业业绩也提振了市场情绪，数据显示，指数中公司的第一季度盈利预计将增长 6.9%，高于本月早些时候预测的 2.8% 的增长。然而，投资者将密切关注冲突对预测的影响。</p>
<p>劳斯莱斯股价飙升 7.6%，因该英国工程公司表示将维持其盈利前景，帮助国防指数上涨 2.6%。</p>
<p>重量级制药公司阿斯利康和诺和诺德分别上涨 1.9% 和 6.5%。</p>
<p>欧元区银行指数削减早期损失，微跌 0.1%，因法国银行报告交易结果疲软。法国巴黎银行、法兴银行和法国农业信贷银行分别下跌 1.4%、3.6% 和 3.7%。</p>
<p>环球音乐集团股价暴跌 8.1%，因其报告第一季度收入下降，受到美元走弱的影响，并表示将出售其在 Spotify 的半数股权。媒体指数下跌 2.1%。</p>
<p>德国运动服装制造商 Puma 股价上涨 5.3%，因其报告第一季度销售和营业利润超出预期。路透社</p>
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罗尔斯·罗伊斯(ADR)

<p>欧洲股市在周四上涨超过 1%，创下超过一年来的最大月度涨幅，主要受到企业盈利好于预期和对美国与以色列冲突解决的希望推动。泛欧斯托克 600 指数收盘上涨 1.4%，四月份上涨 4.8%，为 2025 年 1 月以来最佳表现。尽管如此，该指数仍低于战争前水平。欧洲中央银行维持利率不变，但表示由于通胀上升可能会加息。值得注意的企业表现包括罗尔斯·罗伊斯和彪马，而环球音乐集团在报告收入下降后面临下滑</p>

<p>EUROPEAN shares jumped more than 1 per cent on Thursday and marked their biggest monthly gain in over a year, as investors were relieved by better-than-expected corporate earnings and hopes of a resolution to the US-Israeli war on Iran.</p>
<div class="lb-trans"><p>欧洲股市周四上涨超过 1%，创下超过一年来的最大月度涨幅，投资者因企业盈利好于预期以及对美以战争解决的希望而感到宽慰。</p>
</div><p>The pan-European Stoxx 600 closed 1.4 per cent higher at 611.28 points, snapping a four-day losing streak. Regional bourses also moved higher; Germany’s DAX and UK’s FTSE rose more than 1.4 per cent each.</p>
<div class="lb-trans"><p>泛欧斯托克 600 指数收盘上涨 1.4%，报 611.28 点，结束了连续四天的下跌。地区股市也普遍上涨；德国 DAX 和英国 FTSE 均上涨超过 1.4%。</p>
</div><p>The Stoxx index rebounded from sharp declines in the previous month, logging a 4.8 per cent gain in April — its best monthly showing since January 2025. However, the index is still trading below pre-war levels.</p>
<div class="lb-trans"><p>斯托克指数从上个月的急剧下跌中反弹，四月份录得 4.8% 的涨幅——这是自 2025 年 1 月以来的最佳月度表现。然而，该指数仍低于战争前的水平。</p>
</div><p>“The market is really struggling to take in all the information that it’s been given at the moment and adjust the pricing accordingly,” said Michael Field, chief European equity strategist at Morningstar.</p>
<div class="lb-trans"><p>“市场目前确实在努力消化所有信息，并相应调整定价，” 晨星首席欧洲股票策略师迈克尔·菲尔德表示。</p>
</div><p>Hopes for an imminent end to the conflict had helped buoy markets earlier this month, but negotiations have stalled and crude prices are trading above US$100.</p>
<div class="lb-trans"><p>对冲突即将结束的希望在本月早些时候曾提振市场，但谈判已陷入僵局，原油价格交易在 100 美元以上。</p>
</div><p>Against this backdrop, the European Central Bank left interest rates unchanged, but signalled concerns over rising inflation, spurring bets that it would lift borrowing costs by 25 basis points more than once this year, with an initial move expected in June.</p>
<div class="lb-trans"><p>在这种背景下，欧洲中央银行维持利率不变，但表示对通胀上升的担忧，促使市场押注今年将多次加息 25 个基点，预计首次加息将在 6 月进行。</p>
</div><h3>Navigate Asia in  a new global order</h3>
<div class="lb-trans"><h3>在新的全球秩序中驾驭亚洲</h3>
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<div class="lb-trans"><p>获取洞察，直接送达您的邮箱。</p>
</div><p>“If you look at where we are currently trading in energy markets, the market is now basically trading closer to the ECB’s adverse scenario ... it is more likely that the ECB would have to take some form of action in the short to medium term,” said Elwin de Groot, head of macro strategy at Rabobank.</p>
<div class="lb-trans"><p>“如果你看看我们目前在能源市场的交易情况，市场现在基本上接近欧洲央行的不利情景……在短期到中期内，欧洲央行更有可能采取某种形式的行动，” 荷兰银行宏观策略负责人埃尔温·德·格鲁特表示。</p>
</div><p>On the day, industrial and healthcare shares boosted the index, gaining 1.7 per cent and 2.2 per cent, respectively. The utility sector was up 2.1 per cent.</p>
<div class="lb-trans"><p>当天，工业和医疗保健股推动指数上涨，分别上涨 1.7% 和 2.2%。公用事业板块上涨 2.1%。</p>
</div><p><strong>Corporate earnings lift mood</strong></p>
<div class="lb-trans"><p><strong>企业盈利提升市场情绪</strong></p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另见</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/5b483c295f0f8193e9fa8f4b8e13e0e944fe86465add494209e366bd3b8c2dd1/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/5b483c295f0f8193e9fa8f4b8e13e0e944fe86465add494209e366bd3b8c2dd1?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>S&amp;P 500, Nasdaq open higher as earnings optimism overshadows Middle East woes</h3>
<div class="lb-trans"><h3>标普 500 和纳斯达克开盘上涨，盈利乐观情绪掩盖中东困境</h3>
</div><p>Better-than-expected corporate results also aided sentiment, with first-quarter earnings for companies in the index expected to rise 6.9 per cent, up from a 2.8 per cent growth projected earlier this month, according to data compiled by LSEG I/B/E/S. However, investors will be keen on the repercussions of the conflict on forecasts.</p>
<div class="lb-trans"><p>好于预期的企业业绩也提振了市场情绪，数据显示，指数中公司的第一季度盈利预计将增长 6.9%，高于本月早些时候预测的 2.8% 的增长。然而，投资者将密切关注冲突对预测的影响。</p>
</div><p>Rolls-Royce soared 7.6 per cent after the British engineering company said it was sticking to its profit outlook, helping the defence index add 2.6 per cent.</p>
<div class="lb-trans"><p>劳斯莱斯股价飙升 7.6%，因该英国工程公司表示将维持其盈利前景，帮助国防指数上涨 2.6%。</p>
</div><p>Heavyweight pharma companies AstraZeneca and Novo Nordisk were up 1.9 per cent and 6.5 per cent, respectively.</p>
<div class="lb-trans"><p>重量级制药公司阿斯利康和诺和诺德分别上涨 1.9% 和 6.5%。</p>
</div><p>Euro zone banking index pared earlier losses to edge 0.1 per cent lower, as French banks reported subdued trading results. BNP Paribas, Societe Generale and Credit Agricole slid 1.4 per cent, 3.6 per cent and 3.7 per cent, respectively.</p>
<div class="lb-trans"><p>欧元区银行指数削减早期损失，微跌 0.1%，因法国银行报告交易结果疲软。法国巴黎银行、法兴银行和法国农业信贷银行分别下跌 1.4%、3.6% 和 3.7%。</p>
</div><p>Universal Music Group tumbled 8.1 per cent after reporting lower first-quarter revenue due to a weaker dollar and said it would sell half of its equity stake in Spotify. The media index fell 2.1 per cent.</p>
<div class="lb-trans"><p>环球音乐集团股价暴跌 8.1%，因其报告第一季度收入下降，受到美元走弱的影响，并表示将出售其在 Spotify 的半数股权。媒体指数下跌 2.1%。</p>
</div><p>Shares of Puma rose 5.3 per cent after the German sportswear maker reported first-quarter sales and operating profit above expectations. REUTERS</p>
<div class="lb-trans"><p>德国运动服装制造商 Puma 股价上涨 5.3%，因其报告第一季度销售和营业利润超出预期。路透社</p>
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<div class="lb-trans"><p>解码亚洲通讯：您在新的全球秩序中驾驭亚洲的指南。点击此处注册以获取解码亚洲通讯，直接送达您的邮箱，免费。</p>
</div>

欧洲股市创下一年多以来的最大月度涨幅