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<p>歐洲市場預計週三將高開，此前美國和伊朗達成了有條件停火協議，緩解了對中東局勢立即升級的擔憂，並使油價大幅下跌。</p>
<p>期貨指標顯示該地區普遍上漲，反映出全球投資者對華盛頓和德黑蘭之間緩和跡象的反應，掀起了一波反彈。</p>
<p>在美國總統唐納德·特朗普週二晚間表示將暫停對伊朗的軍事打擊計劃兩週後，風險資產普遍反彈，情緒轉向積極。</p>
<h2>停火提升風險偏好</h2>
<p>隨着投資者對敵對行動暫時暫停的前景作出反應，歐洲期貨的反彈加速。</p>
<p>這次停火是在國際參與下促成的，條件是伊朗重新開放霍爾木茲海峽以供商業航運，這是情緒轉變的關鍵因素。</p>
<p>這推動了市場的廣泛風險偏好回升。</p>
<p>亞洲股市在夜間上漲，而美國股指期貨也大幅上漲，表明投資者在經歷幾天的地緣政治焦慮後重新迴歸風險資產。</p>
<p>市場反應突顯出情緒受到對沖突可能擴散並擾亂全球貿易和能源流動的擔憂的嚴重影響。</p>
<p>即使是有條件的停火也足以促使市場頭寸發生劇烈逆轉。</p>
<h2>油價因緊張局勢緩解而下跌</h2>
<p>油價跌破每桶 100 美元，交易員降低了對立即供應衝擊的擔憂。</p>
<p>原油價格的下跌為股市，特別是歐洲市場帶來了一些緩解，較低的能源成本可能減輕通脹壓力，並降低對消費者需求和工業利潤的風險。</p>
<p>儘管如此，前景仍高度依賴於霍爾木茲海峽的動態，這是世界上最重要的石油運輸路線之一。</p>
<p>特朗普的言論表明，任何軍事行動的暫停仍然與保持水道開放相關，這意味着如果海上交通面臨新的威脅，市場的緩解可能會變得脆弱。</p>
<h2>儘管停火，風險依然存在</h2>
<p>投資者並未將停火視為敵對行動的最終結束。</p>
<p>該地區其他地方的導彈和無人機威脅的報告突顯出緊張局勢可能迅速再次升級，即使美國和伊朗之間的直接對抗目前似乎有所緩和。</p>
<p>這使市場面臨頭條風險。</p>
<p>歐洲股市可能會強勁開盤，但這些漲幅是否能持續到交易時段結束，將取決於是否沒有新的軍事升級，以及油價是否繼續回落。</p>
<p>除了地緣政治，投資者還將關注企業更新和經濟數據以獲取進一步的方向。</p>
<p>這些因素可能有助於決定開盤反彈是否會擴展為更持久的走勢。</p>
<p>目前，停火為市場提供了重置的理由，但下一個考驗將是海灣地區是否能保持平靜的頭條新聞，以控制油價並維持風險偏好。</p>
<p>FTSE 100 期貨上漲 230 點，歐洲市場預計高開，相關內容首次出現在 Invezz 上。</p>

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<p>歐洲市場預計將高開，FTSE 100 期貨上漲 230 點，此次上漲是由於美國和伊朗達成了有條件的停火協議，緩解了中東緊張局勢並降低了油價。這引發了全球的寬慰反彈，投資者的風險偏好有所增加。然而，市場仍然保持謹慎，因為停火的穩定性取決於霍爾木茲海峽的重新開放以及是否會出現進一步的軍事升級。整體情緒是積極的，但投資者將密切關注地緣政治動態和經濟數據，以判斷未來的方向</p>

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<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>歐洲市場預計週三將高開，此前美國和伊朗達成了有條件停火協議，緩解了對中東局勢立即升級的擔憂，並使油價大幅下跌。</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>期貨指標顯示該地區普遍上漲，反映出全球投資者對華盛頓和德黑蘭之間緩和跡象的反應，掀起了一波反彈。</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>在美國總統唐納德·特朗普週二晚間表示將暫停對伊朗的軍事打擊計劃兩週後，風險資產普遍反彈，情緒轉向積極。</p>
</div><h2>Ceasefire lifts risk appetite</h2>
<div class="lb-trans"><h2>停火提升風險偏好</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>隨着投資者對敵對行動暫時暫停的前景作出反應，歐洲期貨的反彈加速。</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>這次停火是在國際參與下促成的，條件是伊朗重新開放霍爾木茲海峽以供商業航運，這是情緒轉變的關鍵因素。</p>
</div><p>That helped drive a broader risk-on move across markets.</p>
<div class="lb-trans"><p>這推動了市場的廣泛風險偏好回升。</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>亞洲股市在夜間上漲，而美國股指期貨也大幅上漲，表明投資者在經歷幾天的地緣政治焦慮後重新迴歸風險資產。</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>市場反應突顯出情緒受到對沖突可能擴散並擾亂全球貿易和能源流動的擔憂的嚴重影響。</p>
</div><p>Even a conditional truce was enough to prompt a sharp reversal in positioning.</p>
<div class="lb-trans"><p>即使是有條件的停火也足以促使市場頭寸發生劇烈逆轉。</p>
</div><h2>Oil drops as tensions ease</h2>
<div class="lb-trans"><h2>油價因緊張局勢緩解而下跌</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>油價跌破每桶 100 美元，交易員降低了對立即供應衝擊的擔憂。</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>原油價格的下跌為股市，特別是歐洲市場帶來了一些緩解，較低的能源成本可能減輕通脹壓力，並降低對消費者需求和工業利潤的風險。</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>儘管如此，前景仍高度依賴於霍爾木茲海峽的動態，這是世界上最重要的石油運輸路線之一。</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>特朗普的言論表明，任何軍事行動的暫停仍然與保持水道開放相關，這意味着如果海上交通面臨新的威脅，市場的緩解可能會變得脆弱。</p>
</div><h2>Risks persist despite truce</h2>
<div class="lb-trans"><h2>儘管停火，風險依然存在</h2>
</div><p>Investors were not treating the ceasefire as a definitive end to hostilities.</p>
<div class="lb-trans"><p>投資者並未將停火視為敵對行動的最終結束。</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>該地區其他地方的導彈和無人機威脅的報告突顯出緊張局勢可能迅速再次升級，即使美國和伊朗之間的直接對抗目前似乎有所緩和。</p>
</div><p>That leaves markets vulnerable to headline risk.</p>
<div class="lb-trans"><p>這使市場面臨頭條風險。</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>歐洲股市可能會強勁開盤，但這些漲幅是否能持續到交易時段結束，將取決於是否沒有新的軍事升級，以及油價是否繼續回落。</p>
</div><p>Beyond geopolitics, investors will monitor corporate updates and economic data for further direction.</p>
<div class="lb-trans"><p>除了地緣政治，投資者還將關注企業更新和經濟數據以獲取進一步的方向。</p>
</div><p>Those factors could help determine whether the opening rally broadens into a more durable move.</p>
<div class="lb-trans"><p>這些因素可能有助於決定開盤反彈是否會擴展為更持久的走勢。</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，停火為市場提供了重置的理由，但下一個考驗將是海灣地區是否能保持平靜的頭條新聞，以控制油價並維持風險偏好。</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 期貨上漲 230 點，歐洲市場預計高開，相關內容首次出現在 Invezz 上。</p>
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富時 100 指數期貨上漲 230 點，歐洲市場預計開盤走高