<ul>
<li>科技股在欧洲领涨</li>
</ul>
<ul>
<li>Burberry (BBRYF) 在伊朗战争影响下回落</li>
</ul>
<ul>
<li>Watches of Switzerland (WOSGF) 在乐观的财年利润展望下大幅上涨</li>
</ul>
<ul>
<li>市场预计今年欧洲央行将加息超过两次，因通胀担忧（市场收盘后更新）</li>
</ul>
<p>作者：Twesha Dikshit 和 Avinash P</p>
<p>5 月 14 日（路透社）- 周四，欧洲股市收高，科技股推动市场创下周内新高，投资者对美中谈判的发展保持谨慎。</p>
<p>泛欧 STOXX 600 指数上涨 0.8%，收于 616.05 点，广泛上涨。</p>
<p>科技行业指数上涨 2.6%，以半导体股票为主，意法半导体上涨 5.4%，BE 半导体上涨 3.3%，英飞凌上涨 5.7%。</p>
<p>德国 DAX 指数上涨 1.3%，引领区域股市上涨，SAP 上涨 3.6%。美国银行（BAC）表示，这家软件巨头持续的云业务势头和约 25% 的订单积压可能会推动收入实现两位数增长，得益于运营杠杆和人工智能，以及资本部署的潜在上行空间。</p>
<p>然而，欧洲对人工智能硬件公司的曝光度与美国和亚洲同行相比显得微不足道，促使许多投资者将目光投向欧洲市场之外。</p>
<p>“自 2022 年底 ChatGPT 首次亮相以来，这一直是影响欧洲的主题，过去四年里一直在起作用。这是表现不佳的最持久原因，最近与能源进口和政治不稳定有关，” 富国银行投资研究所全球股票和实物资产负责人 Sameer Samana 表示。</p>
<p>在执政的工党卫生部长 Wes Streeting 辞职后，英国成为欧洲最新经历政治动荡的国家，这引发了对首相 Keir Starmer 领导能力的质疑。</p>
<p>全球的目光也聚焦于在北京举行的美中双边会议。投资者希望特朗普总统能够促使中国说服伊朗与华盛顿达成协议，以结束导致原油价格上涨至每桶 100 美元的战争。</p>
<p>“我们在等待中国的发展……所有的目光都集中在中东危机上，希望能够真正解决，” RBC 财富管理投资策略负责人 Frédérique Carrier 表示。</p>
<p>其他方面，奢侈品牌 Burberry 在第四季度销售符合预期后下跌 6.8%，而 Watches of Switzerland (WOSGF) 在预测全年运营利润超出预期后上涨 19.2%。</p>
<p>投资公司 3i Group (TGOPF) 下跌 12.7%，因其关键投资组合公司 Action 的同店销售增长在截至 5 月 10 日的 19 周内放缓至 2.4%，而去年同期为 6.8%。</p>
<p>在政策方面，欧洲央行首席经济学家 Philip Lane 表示，可能需要加息以应对通胀。货币市场目前预计今年将有超过两次欧洲央行加息。（报道：Twesha Dikshit 和 Avinash P；编辑：Nivedita Bhattacharjee 和 David Gregorio）</p>

标普半导体 ETF - SPDR

半导体 3 倍做多 - Direxion

费城交易所 半导体 ETF - iShares

半导体 ETF - VanEck Vectors

<p>欧洲股市收盘上涨，达到一周以来的最高点，受科技股，特别是半导体股上涨 2.6% 的推动。泛欧 STOXX 600 指数上涨 0.8%，德国 DAX 指数上涨 1.3%。由于对伊朗战争的担忧，Burberry 的股价下跌 6.8%，而 Watches of Switzerland 因乐观的盈利预测上涨 19.2%。预计欧洲央行今年将实施超过两次加息，以应对通胀担忧。英国的政治不稳定和持续的美中谈判也在影响市场情绪</p>

<p>* Technology shares lead gains in Europe</p>
<div class="lb-trans"><ul>
<li>科技股在欧洲领涨</li>
</ul>
</div><p>* Burberry ( BBRYF ) slides after recovery weighed down by Iran war impact</p>
<div class="lb-trans"><ul>
<li>Burberry (BBRYF) 在伊朗战争影响下回落</li>
</ul>
</div><p>* Watches of Switzerland ( WOSGF ) jumps on upbeat FY profit outlook</p>
<div class="lb-trans"><ul>
<li>Watches of Switzerland (WOSGF) 在乐观的财年利润展望下大幅上涨</li>
</ul>
</div><p>* Markets see over two ECB rate hikes this year on inflation worries (Updates after markets close)</p>
<div class="lb-trans"><ul>
<li>市场预计今年欧洲央行将加息超过两次，因通胀担忧（市场收盘后更新）</li>
</ul>
</div><p>By Twesha Dikshit and Avinash P</p>
<div class="lb-trans"><p>作者：Twesha Dikshit 和 Avinash P</p>
</div><p>May 14 (Reuters) - European shares closed higher on Thursday, after hitting the highest in a week with a boost from technology stocks, while investors remained cautious about developments in the U.S.-China talks.</p>
<div class="lb-trans"><p>5 月 14 日（路透社）- 周四，欧洲股市收高，科技股推动市场创下周内新高，投资者对美中谈判的发展保持谨慎。</p>
</div><p>The pan-European STOXX 600 ended up 0.8% at 616.05 points on broad-based gains.</p>
<div class="lb-trans"><p>泛欧 STOXX 600 指数上涨 0.8%，收于 616.05 点，广泛上涨。</p>
</div><p>The technology sector index jumped 2.6% led by semiconductor stocks, with STMicroelectronics up 5.4%, BE Semiconductor up 3.3% and Infineon jumping 5.7%.</p>
<div class="lb-trans"><p>科技行业指数上涨 2.6%，以半导体股票为主，意法半导体上涨 5.4%，BE 半导体上涨 3.3%，英飞凌上涨 5.7%。</p>
</div><p>Germany's DAX advanced 1.3% and led regional bourses higher, with SAP adding 3.6%. Bank of America ( BAC ) said the software giant's ongoing cloud momentum and backlog growth of around 25% could boost revenue by double digits, supported by operating leverage and AI, alongside potential upside from capital deployment.</p>
<div class="lb-trans"><p>德国 DAX 指数上涨 1.3%，引领区域股市上涨，SAP 上涨 3.6%。美国银行（BAC）表示，这家软件巨头持续的云业务势头和约 25% 的订单积压可能会推动收入实现两位数增长，得益于运营杠杆和人工智能，以及资本部署的潜在上行空间。</p>
</div><p>However, the continent's exposure to AI hardware firms pales in comparison with its U.S. and Asian peers, prompting many investors to look beyond European markets.</p>
<div class="lb-trans"><p>然而，欧洲对人工智能硬件公司的曝光度与美国和亚洲同行相比显得微不足道，促使许多投资者将目光投向欧洲市场之外。</p>
</div><p>&#34;It's the theme that's been working against Europe for the last four years since the debut of ChatGPT in late 2022. That's been the most persistent reason for underperformance and more recently, it has to do with the energy imports and political instability,&#34; said Sameer Samana, head of global equities and real assets at Wells Fargo Investment Institute.</p>
<div class="lb-trans"><p>“自 2022 年底 ChatGPT 首次亮相以来，这一直是影响欧洲的主题，过去四年里一直在起作用。这是表现不佳的最持久原因，最近与能源进口和政治不稳定有关，” 富国银行投资研究所全球股票和实物资产负责人 Sameer Samana 表示。</p>
</div><p>The UK is the latest country to witness political upheaval in Europe after the ruling Labour party's Wes Streeting resigned as health minister, raising doubts on Prime Minister Keir Starmer's leadership.</p>
<div class="lb-trans"><p>在执政的工党卫生部长 Wes Streeting 辞职后，英国成为欧洲最新经历政治动荡的国家，这引发了对首相 Keir Starmer 领导能力的质疑。</p>
</div><p>Global attention was also on the U.S.- China bilateral meeting in Beijing. Investors hoped President Donald Trump could encourage China to convince Iran to make a deal with Washington to end the war that has sent crude prices up to $100 a barrel.</p>
<div class="lb-trans"><p>全球的目光也聚焦于在北京举行的美中双边会议。投资者希望特朗普总统能够促使中国说服伊朗与华盛顿达成协议，以结束导致原油价格上涨至每桶 100 美元的战争。</p>
</div><p>&#34;We await the developments in China ... all eyes are on the Middle East crisis for that to really be resolved,&#34; said Frédérique Carrier, head of investment strategy at RBC Wealth Management.</p>
<div class="lb-trans"><p>“我们在等待中国的发展……所有的目光都集中在中东危机上，希望能够真正解决，” RBC 财富管理投资策略负责人 Frédérique Carrier 表示。</p>
</div><p>Among others, luxury brand Burberry shed 6.8% after reporting fourth-quarter sales in line with expectations, while Watches of Switzerland ( WOSGF ) jumped 19.2% on forecasting full-year operating profit above expectations.</p>
<div class="lb-trans"><p>其他方面，奢侈品牌 Burberry 在第四季度销售符合预期后下跌 6.8%，而 Watches of Switzerland (WOSGF) 在预测全年运营利润超出预期后上涨 19.2%。</p>
</div><p>Investment company 3i Group ( TGOPF ) slumped 12.7% after its key portfolio company Action's like-for-like sales growth slowed to 2.4% in 19 weeks to May 10 versus 6.8% a year ago.</p>
<div class="lb-trans"><p>投资公司 3i Group (TGOPF) 下跌 12.7%，因其关键投资组合公司 Action 的同店销售增长在截至 5 月 10 日的 19 周内放缓至 2.4%，而去年同期为 6.8%。</p>
</div><p>On the policy front, the European Central Bank's chief economist Philip Lane said interest rate hikes might be required to deal with inflation. Money markets currently price in more than two ECB rate increases this year. (Reporting by Twesha Dikshit and Avinash P; Editing by Nivedita Bhattacharjee and David Gregorio)</p>
<div class="lb-trans"><p>在政策方面，欧洲央行首席经济学家 Philip Lane 表示，可能需要加息以应对通胀。货币市场目前预计今年将有超过两次欧洲央行加息。（报道：Twesha Dikshit 和 Avinash P；编辑：Nivedita Bhattacharjee 和 David Gregorio）</p>
</div>

欧洲股市在科技股的推动下收于一周高点