<p>[班加罗尔] 欧洲股市在周三（5 月 13 日）收高，矿业股票的上涨引领了市场，尽管投资者对因伊朗战争导致的高油价的经济影响仍持谨慎态度。</p>
<p>泛欧斯托克 600 指数收涨 0.8%，报 611.42 点，扭转了周二 1% 的跌幅。</p>
<p>基础资源指数上涨 4.4%，创下历史新高，受基础金属价格上涨的推动，成为今年欧洲表现最佳的行业。</p>
<p>随着第一季度财报季接近尾声，企业利润预计将以三年来最快的速度增长。根据 LSEG 编制的数据，预计欧洲第一季度的盈利增长了 10.2%。</p>
<p>在交易早些时候，德国制药公司默克上调了全年调整后营业利润预期，推动其股价上涨 7.2%。</p>
<p>安联保险公司在第一季度净利润跃升 52% 后股价上涨 1%，而 ABN Amro 在超出季度利润预期后上涨 8.6%，创下自去年 2 月以来的最大单日涨幅。</p>
<h3>在新的全球秩序中导航亚洲</h3>
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<p>“当你看全年盈利增长时……这将是过去几年的显著改善，因此我们对此持谨慎态度，看看这是否会实现，” Van Lanschot Kempen 的高级投资策略师 Joost van Leenders 表示。</p>
<p>尽管周三股市上涨，斯托克指数仍然落后于亚洲和美国同行，因为欧洲对人工智能硬件股票的敞口较低。</p>
<p>斯托克 600 指数本季度上涨 4.7%，而标准普尔 500 指数上涨 13.8%，台湾和韩国的基准指数分别上涨约 30% 和 55%。</p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/9f3afd31990cb7e51ab763977930f04c639e9633d949634d08afa201cb4b91d2/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/9f3afd31990cb7e51ab763977930f04c639e9633d949634d08afa201cb4b91d2/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>欧洲股市上涨，油价因脆弱的美伊停火而回落</h3>
<p>欧洲半导体股票英飞凌科技、意法半导体和艾克斯特龙周三各上涨约 10%。</p>
<p>“欧洲没有经历像美国和一些亚洲国家那样的反弹，全球投资者可能会关注欧洲股票，认为这里存在相对价值交易，” 互动经纪公司的首席市场分析师 Steve Sosnick 表示。</p>
<p>全球投资者关注中国的一场高风险峰会，美国总统唐纳德·特朗普正在与中国国家主席习近平会晤。</p>
<p>投资者正在关注特朗普是否会施压中国，利用其与德黑兰的关系打开霍尔木兹海峡，尽管华盛顿与德黑兰之间达成停火，伊朗的限制仍使油价保持在每桶 100 美元以上。</p>
<p>通胀风险上升促使货币市场预计欧洲央行在年底前将加息超过两次。路透社</p>
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默克

默克(ADR)

安联保险集团

<p>欧洲股市在 5 月 13 日上涨了 0.8%，矿业股票领涨，尽管由于伊朗战争对高油价的担忧依然存在。Stoxx 600 指数收于 611.42 点，扭转了之前的下跌趋势。基础资源板块飙升 4.4%，创下历史新高。预计企业利润在第一季度增长 10.2%，为三年来最快增速。显著的涨幅包括默克 (+7.2%)、安联 (+1%) 和 ABN Amro(+8.6%)。然而，Stoxx 600 的表现逊色于美国和亚洲市场，这归因于对人工智能股票的低曝光率</p>

<p>[BENGALURU] European shares ended higher on Wednesday (May 13), led by gains in mining stocks, though caution lingered as investors weighed the economic impact of elevated oil prices driven by the Iran war.</p>
<div class="lb-trans"><p>[班加罗尔] 欧洲股市在周三（5 月 13 日）收高，矿业股票的上涨引领了市场，尽管投资者对因伊朗战争导致的高油价的经济影响仍持谨慎态度。</p>
</div><p>The pan-European Stoxx 600 closed up 0.8 per cent at 611.42 points, recovering from a 1 per cent slide on Tuesday.</p>
<div class="lb-trans"><p>泛欧斯托克 600 指数收涨 0.8%，报 611.42 点，扭转了周二 1% 的跌幅。</p>
</div><p>The basic resources index jumped 4.4 per cent to a record high, tracking higher base metal prices and leading sectoral advances. It is Europe’s best-performing sector this year.</p>
<div class="lb-trans"><p>基础资源指数上涨 4.4%，创下历史新高，受基础金属价格上涨的推动，成为今年欧洲表现最佳的行业。</p>
</div><p>With the first-quarter earnings season drawing to a close, corporate profits are expected to grow at their fastest pace in three years. European earnings are forecast to have risen 10.2 per cent in the quarter, according to LSEG-compiled data.</p>
<div class="lb-trans"><p>随着第一季度财报季接近尾声，企业利润预计将以三年来最快的速度增长。根据 LSEG 编制的数据，预计欧洲第一季度的盈利增长了 10.2%。</p>
</div><p>Earlier in the session, German drugmaker Merck lifted its full-year adjusted operating profit forecast, sending its shares up 7.2 per cent.</p>
<div class="lb-trans"><p>在交易早些时候，德国制药公司默克上调了全年调整后营业利润预期，推动其股价上涨 7.2%。</p>
</div><p>Allianz rose 1 per cent after the insurance company posted a 52 per cent jump in first-quarter net profit, while ABN Amro added 8.6 per cent after beating quarterly profit estimates, marking its biggest daily gain since February last year.</p>
<div class="lb-trans"><p>安联保险公司在第一季度净利润跃升 52% 后股价上涨 1%，而 ABN Amro 在超出季度利润预期后上涨 8.6%，创下自去年 2 月以来的最大单日涨幅。</p>
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<div class="lb-trans"><h3>在新的全球秩序中导航亚洲</h3>
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</div><p>“When you look at earnings growth for the whole year ... that would be quite an improvement from the past years, so we are a bit cautious on that to see if that will be realised,” said Joost van Leenders, senior investment strategist at Van Lanschot Kempen.</p>
<div class="lb-trans"><p>“当你看全年盈利增长时……这将是过去几年的显著改善，因此我们对此持谨慎态度，看看这是否会实现，” Van Lanschot Kempen 的高级投资策略师 Joost van Leenders 表示。</p>
</div><p>Despite Wednesday’s gains, the Stoxx index has underperformed Asian and US peers due to Europe’s lower exposure to AI hardware stocks.</p>
<div class="lb-trans"><p>尽管周三股市上涨，斯托克指数仍然落后于亚洲和美国同行，因为欧洲对人工智能硬件股票的敞口较低。</p>
</div><p>The Stoxx 600 is up 4.7 per cent this quarter, compared with a 13.8 per cent rise in the S&amp;P 500 and rallies of about 30 per cent and 55 per cent in benchmark indexes in Taiwan and South Korea, respectively.</p>
<div class="lb-trans"><p>斯托克 600 指数本季度上涨 4.7%，而标准普尔 500 指数上涨 13.8%，台湾和韩国的基准指数分别上涨约 30% 和 55%。</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/9f3afd31990cb7e51ab763977930f04c639e9633d949634d08afa201cb4b91d2/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/9f3afd31990cb7e51ab763977930f04c639e9633d949634d08afa201cb4b91d2?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>European shares rise as oil prices slip on fragile US-Iran ceasefire</h3>
<div class="lb-trans"><h3>欧洲股市上涨，油价因脆弱的美伊停火而回落</h3>
</div><p>European semiconductor stocks Infineon Technologies, STMicroelectronics and Aixtron each gained about 10 per cent on Wednesday.</p>
<div class="lb-trans"><p>欧洲半导体股票英飞凌科技、意法半导体和艾克斯特龙周三各上涨约 10%。</p>
</div><p>“Europe has not had the type of rally that the US and some of the Asian countries have had, (and) it’s not out of the question for global investors to look at European shares and say, there’s a relative value trade here,” said Steve Sosnick, chief market analyst at Interactive Brokers.</p>
<div class="lb-trans"><p>“欧洲没有经历像美国和一些亚洲国家那样的反弹，全球投资者可能会关注欧洲股票，认为这里存在相对价值交易，” 互动经纪公司的首席市场分析师 Steve Sosnick 表示。</p>
</div><p>Globally, investors were focused on a high-stakes summit in China, where US President Donald Trump is meeting his counterpart Xi Jinping.</p>
<div class="lb-trans"><p>全球投资者关注中国的一场高风险峰会，美国总统唐纳德·特朗普正在与中国国家主席习近平会晤。</p>
</div><p>Investors are watching whether Trump will press China to use its ties with Teheran to open up the Strait of Hormuz, with Iranian restrictions keeping oil prices above US$100 a barrel despite a ceasefire between Washington and Teheran.</p>
<div class="lb-trans"><p>投资者正在关注特朗普是否会施压中国，利用其与德黑兰的关系打开霍尔木兹海峡，尽管华盛顿与德黑兰之间达成停火，伊朗的限制仍使油价保持在每桶 100 美元以上。</p>
</div><p>Rising inflation risks have pushed money markets to price in more than two European Central Bank rate hikes by year-end. REUTERS</p>
<div class="lb-trans"><p>通胀风险上升促使货币市场预计欧洲央行在年底前将加息超过两次。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导航亚洲的指南。点击这里注册以获取解码亚洲通讯，直接发送到您的邮箱，免费。</p>
</div>

欧洲股市因矿业和科技股的上涨而走高；中东地区成为关注的焦点