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<p>周三，欧洲股市小幅下跌，投资者对与持续战争相关的通胀风险保持谨慎，同时市场密切关注美国与伊朗之间的谈判。</p>
<p>截至格林威治标准时间 0701，泛欧 STOXX 欧洲 600 指数下跌 0.2%，报 610.37 点。</p>
<p>地区市场也呈下跌趋势，德国 DAX 指数和法国 CAC 40 指数均下跌 0.2%。</p>
<h2>通胀担忧影响市场情绪</h2>
<p>由于战争引发的通胀担忧持续影响债券市场，投资者情绪仍然承压。</p>
<p>布伦特原油价格约为每桶 110 美元，反映出对地缘政治紧张局势和能源供应风险的持续担忧。</p>
<p>与此同时，债券市场也承压，货币市场预计欧洲中央银行在年底前至少会加息两次。</p>
<p>市场还关注华盛顿与德黑兰之间讨论的进展。</p>
<p>美国总统唐纳德·特朗普周二表示，战争将 “很快” 结束。</p>
<p>与此同时，美国副总统 JD Vance 强调与德黑兰谈判的进展，旨在达成结束敌对行动的潜在协议。</p>
<h2>欧盟与美国推进贸易协议</h2>
<p>在另一项进展中，欧盟达成了一项临时协议，取消对美国商品的进口关税，这是去年七月与华盛顿达成的贸易安排的一部分。</p>
<p>该协议是在特朗普的 7 月 4 日最后期限之前达成的，此前他曾威胁如果协议未能实施将提高关税。</p>
<p>这一进展仍然受到投资者的关注，他们在评估贸易政策对欧洲市场和经济增长的更广泛影响。</p>
<h2>欧盟批准更严格的外资投资审查规则</h2>
<p>在另一项进展中，欧洲议会批准了与欧盟理事会在 12 月临时达成的新外商直接投资（FDI）审查规则。</p>
<p>该立法仍需获得理事会的正式批准，才能在 18 个月后生效。</p>
<p>根据修订后的框架，欧盟成员国将被要求对多个敏感行业的投资进行审查，包括国防、双用途商品和关键技术。</p>
<p>更新后的规则旨在加强对整个欧盟的外资投资监督，同时在 27 个成员国之间创造更一致的审查程序。</p>
<h2>企业盈利提供支持</h2>
<p>尽管市场整体疲软，但一些个股在企业更新后出现上涨。</p>
<p>Euronext 的股价在早盘交易中上涨 4.3%，该公司报告的第一季度盈利超出市场预期。</p>
<p>与此同时，Marks &amp; Spencer 上涨 5%，预计未来一年利润将增长。</p>
<p>由于网络攻击造成的干扰，该零售商的年度利润有所下降，但投资者似乎对公司未来盈利增长的前景感到鼓舞。</p>
<p>总体而言，欧洲市场保持谨慎，投资者在地缘政治发展、通胀风险、中央银行预期和企业盈利更新之间进行权衡。</p>
<p>该文章最初发布于 Invezz，标题为《欧洲市场下跌，投资者评估通胀和地缘政治风险》。</p>

<p>欧洲市场在周三下跌，泛欧 STOXX Europe 600 指数下跌 0.2%，因持续的地缘政治紧张局势引发了对通胀的担忧。德国 DAX 指数和法国 CAC 40 指数也分别下跌了 0.2%。投资者保持谨慎，因为债券市场对欧洲中央银行预期的加息做出了反应。与此同时，欧盟与美国达成了一项临时贸易协议，并批准了新的外国投资审查规则。尽管整体市场下滑，一些公司如 Euronext 和 Marks & Spencer 却报告了积极的收益</p>

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<p>European shares edged lower on Wednesday as investors remained cautious over inflation risks linked to the ongoing war, while markets closely monitored negotiations between the United States and Iran.</p>
<div class="lb-trans"><p>周三，欧洲股市小幅下跌，投资者对与持续战争相关的通胀风险保持谨慎，同时市场密切关注美国与伊朗之间的谈判。</p>
</div><p>The pan-European STOXX Europe 600 slipped 0.2% to 610.37 points as of 0701 GMT.</p>
<div class="lb-trans"><p>截至格林威治标准时间 0701，泛欧 STOXX 欧洲 600 指数下跌 0.2%，报 610.37 点。</p>
</div><p>Regional markets also traded lower, with Germany’s DAX and France’s CAC 40 both declining 0.2%.</p>
<div class="lb-trans"><p>地区市场也呈下跌趋势，德国 DAX 指数和法国 CAC 40 指数均下跌 0.2%。</p>
</div><h2>Inflation concerns weigh on sentiment</h2>
<div class="lb-trans"><h2>通胀担忧影响市场情绪</h2>
</div><p>Investor sentiment remained under pressure as concerns over war-driven inflation continued to impact bond markets.</p>
<div class="lb-trans"><p>由于战争引发的通胀担忧持续影响债券市场，投资者情绪仍然承压。</p>
</div><p>Brent crude traded at around $110 a barrel, reflecting ongoing concerns surrounding geopolitical tensions and energy supply risks.</p>
<div class="lb-trans"><p>布伦特原油价格约为每桶 110 美元，反映出对地缘政治紧张局势和能源供应风险的持续担忧。</p>
</div><p>At the same time, bonds remained under pressure as money markets anticipated at least two interest rate hikes from the European Central Bank before the end of the year.</p>
<div class="lb-trans"><p>与此同时，债券市场也承压，货币市场预计欧洲中央银行在年底前至少会加息两次。</p>
</div><p>Markets also tracked developments related to discussions between Washington and Tehran.</p>
<div class="lb-trans"><p>市场还关注华盛顿与德黑兰之间讨论的进展。</p>
</div><p>US President Donald Trump said on Tuesday that the war would be over “very quickly.”</p>
<div class="lb-trans"><p>美国总统唐纳德·特朗普周二表示，战争将 “很快” 结束。</p>
</div><p>Meanwhile, US Vice President JD Vance highlighted progress in talks with Tehran regarding a potential agreement aimed at ending hostilities.</p>
<div class="lb-trans"><p>与此同时，美国副总统 JD Vance 强调与德黑兰谈判的进展，旨在达成结束敌对行动的潜在协议。</p>
</div><h2>EU and US move forward on trade agreement</h2>
<div class="lb-trans"><h2>欧盟与美国推进贸易协议</h2>
</div><p>In another development, the European Union reached a provisional agreement to remove import duties on US goods as part of a trade arrangement with Washington that was agreed last July.</p>
<div class="lb-trans"><p>在另一项进展中，欧盟达成了一项临时协议，取消对美国商品的进口关税，这是去年七月与华盛顿达成的贸易安排的一部分。</p>
</div><p>The agreement comes ahead of Trump’s July 4 deadline, after he previously threatened to raise tariffs if the deal was not implemented.</p>
<div class="lb-trans"><p>该协议是在特朗普的 7 月 4 日最后期限之前达成的，此前他曾威胁如果协议未能实施将提高关税。</p>
</div><p>The development remained in focus for investors assessing the broader impact of trade policy on European markets and economic growth.</p>
<div class="lb-trans"><p>这一进展仍然受到投资者的关注，他们在评估贸易政策对欧洲市场和经济增长的更广泛影响。</p>
</div><h2>EU approves tougher foreign investment screening rules</h2>
<div class="lb-trans"><h2>欧盟批准更严格的外资投资审查规则</h2>
</div><p>In a separate development, the European Parliament approved new foreign direct investment (FDI) screening rules that were provisionally agreed in December with the Council of the European Union.</p>
<div class="lb-trans"><p>在另一项进展中，欧洲议会批准了与欧盟理事会在 12 月临时达成的新外商直接投资（FDI）审查规则。</p>
</div><p>The legislation still requires formal approval from the Council before it can enter into force 18 months later.</p>
<div class="lb-trans"><p>该立法仍需获得理事会的正式批准，才能在 18 个月后生效。</p>
</div><p>Under the revised framework, European Union member states will be required to screen investments across several sensitive sectors, including defence, dual-use goods, and critical technologies.</p>
<div class="lb-trans"><p>根据修订后的框架，欧盟成员国将被要求对多个敏感行业的投资进行审查，包括国防、双用途商品和关键技术。</p>
</div><p>The updated rules are aimed at strengthening oversight of foreign investments across the bloc while creating greater consistency in screening procedures among the European Union’s 27 member states.</p>
<div class="lb-trans"><p>更新后的规则旨在加强对整个欧盟的外资投资监督，同时在 27 个成员国之间创造更一致的审查程序。</p>
</div><h2>Corporate earnings provide support</h2>
<div class="lb-trans"><h2>企业盈利提供支持</h2>
</div><p>Despite broader market weakness, some individual stocks posted gains following corporate updates.</p>
<div class="lb-trans"><p>尽管市场整体疲软，但一些个股在企业更新后出现上涨。</p>
</div><p>Shares of Euronext rose 4.3% in early trading after the company reported first-quarter earnings that exceeded market expectations.</p>
<div class="lb-trans"><p>Euronext 的股价在早盘交易中上涨 4.3%，该公司报告的第一季度盈利超出市场预期。</p>
</div><p>Meanwhile, Marks &amp; Spencer advanced 5% after forecasting profit growth for the coming year.</p>
<div class="lb-trans"><p>与此同时，Marks &amp; Spencer 上涨 5%，预计未来一年利润将增长。</p>
</div><p>The retailer’s annual profit had declined due to disruption caused by a cyber hack, but investors appeared encouraged by the company’s outlook for future earnings growth.</p>
<div class="lb-trans"><p>由于网络攻击造成的干扰，该零售商的年度利润有所下降，但投资者似乎对公司未来盈利增长的前景感到鼓舞。</p>
</div><p>Overall, European markets remained cautious as investors balanced geopolitical developments, inflation risks, central bank expectations, and corporate earnings updates.</p>
<div class="lb-trans"><p>总体而言，欧洲市场保持谨慎，投资者在地缘政治发展、通胀风险、中央银行预期和企业盈利更新之间进行权衡。</p>
</div><p>The post European markets fall as investors assess inflation and geopolitical risks appeared first on Invezz</p>
<div class="lb-trans"><p>该文章最初发布于 Invezz，标题为《欧洲市场下跌，投资者评估通胀和地缘政治风险》。</p>
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欧洲市场下跌，投资者正在评估通胀和地缘政治风险