<p>[班加羅爾] 歐洲股市在週三（5 月 13 日）收高，礦業股票的上漲推動了市場，儘管投資者對因伊朗戰爭導致的高油價的經濟影響仍持謹慎態度。</p>
<p>泛歐 Stoxx 600 指數上漲 0.8%，收於 611.42 點，扭轉了週二 1% 的下滑。</p>
<p>基礎資源指數上漲 4.4%，創下歷史新高，受基礎金屬價格上漲的推動，成為本年度歐洲表現最佳的行業。</p>
<p>隨着第一季度財報季接近尾聲，企業利潤預計將以三年來最快的速度增長。根據 LSEG 編制的數據，預計歐洲第一季度的盈利增長了 10.2%。</p>
<p>在交易早些時候，德國製藥公司默克上調了全年調整後營業利潤預期，推動其股價上漲 7.2%。</p>
<p>安聯集團上漲 1%，因該保險公司第一季度淨利潤激增 52%，而 ABN Amro 在超出季度利潤預期後上漲 8.6%，創下自去年 2 月以來的最大單日漲幅。</p>
<h3>在新的全球秩序中導航亞洲</h3>
<p>獲取洞察信息，直接發送到您的郵箱。</p>
<p>“當你看全年盈利增長時……這將是過去幾年的顯著改善，因此我們對此持謹慎態度，看看這是否會實現，” Van Lanschot Kempen 的高級投資策略師 Joost van Leenders 表示。</p>
<p>儘管週三股市上漲，Stoxx 指數仍然落後於亞洲和美國同行，因為歐洲對人工智能硬件股票的敞口較低。</p>
<p>Stoxx 600 本季度上漲 4.7%，而標準普爾 500 指數上漲 13.8%，台灣和韓國的基準指數分別上漲約 30% 和 55%。</p>
<p>另見</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>歐洲股市上漲，油價因脆弱的美伊停火而回落</h3>
<p>歐洲半導體股票英飛凌科技、意法半導體和艾克斯特龍週三各上漲約 10%。</p>
<p>“歐洲沒有經歷像美國和一些亞洲國家那樣的反彈，全球投資者可能會關注歐洲股票，認為這裏存在相對價值交易，” 互動經紀公司的首席市場分析師 Steve Sosnick 表示。</p>
<p>全球投資者關注中國的一場高風險峯會，美國總統唐納德·特朗普正在與中國國家主席習近平會晤。</p>
<p>投資者關注特朗普是否會施壓中國利用其與德黑蘭的關係打開霍爾木茲海峽，儘管華盛頓與德黑蘭之間達成停火，伊朗的限制仍使油價保持在每桶 100 美元以上。</p>
<p>上升的通脹風險促使貨幣市場預計歐洲央行在年底前將加息超過兩次。路透社</p>
<p>解碼亞洲通訊：您在新的全球秩序中導航亞洲的指南。點擊這裏註冊以獲取解碼亞洲通訊，直接發送到您的郵箱，免費。</p>

安聯集團(ADR)

德國默克

<p>歐洲股市在 5 月 13 日上漲，Stoxx 600 指數上漲 0.8%，達到 611.42 點，主要受到礦業股票的推動。基礎資源指數飆升 4.4%，創下歷史新高。預計第一季度企業利潤將增長 10.2%，為三年來最快增速。顯著的漲幅包括默克（+7.2%）、安聯集團（+1%）和 ABN Amro（+8.6%）。儘管有這些漲幅，Stoxx 指數仍落後於美國和亞洲市場，因為其對人工智能股票的敞口較低。投資者還關注影響油價的地緣政治緊張局勢</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>[班加羅爾] 歐洲股市在週三（5 月 13 日）收高，礦業股票的上漲推動了市場，儘管投資者對因伊朗戰爭導致的高油價的經濟影響仍持謹慎態度。</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>泛歐 Stoxx 600 指數上漲 0.8%，收於 611.42 點，扭轉了週二 1% 的下滑。</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>基礎資源指數上漲 4.4%，創下歷史新高，受基礎金屬價格上漲的推動，成為本年度歐洲表現最佳的行業。</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>隨着第一季度財報季接近尾聲，企業利潤預計將以三年來最快的速度增長。根據 LSEG 編制的數據，預計歐洲第一季度的盈利增長了 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>在交易早些時候，德國製藥公司默克上調了全年調整後營業利潤預期，推動其股價上漲 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>安聯集團上漲 1%，因該保險公司第一季度淨利潤激增 52%，而 ABN Amro 在超出季度利潤預期後上漲 8.6%，創下自去年 2 月以來的最大單日漲幅。</p>
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<div class="lb-trans"><h3>在新的全球秩序中導航亞洲</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>“當你看全年盈利增長時……這將是過去幾年的顯著改善，因此我們對此持謹慎態度，看看這是否會實現，” Van Lanschot Kempen 的高級投資策略師 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>儘管週三股市上漲，Stoxx 指數仍然落後於亞洲和美國同行，因為歐洲對人工智能硬件股票的敞口較低。</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>Stoxx 600 本季度上漲 4.7%，而標準普爾 500 指數上漲 13.8%，台灣和韓國的基準指數分別上漲約 30% 和 55%。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另見</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>歐洲股市上漲，油價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>歐洲半導體股票英飛凌科技、意法半導體和艾克斯特龍週三各上漲約 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>“歐洲沒有經歷像美國和一些亞洲國家那樣的反彈，全球投資者可能會關注歐洲股票，認為這裏存在相對價值交易，” 互動經紀公司的首席市場分析師 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>全球投資者關注中國的一場高風險峯會，美國總統唐納德·特朗普正在與中國國家主席習近平會晤。</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>投資者關注特朗普是否會施壓中國利用其與德黑蘭的關係打開霍爾木茲海峽，儘管華盛頓與德黑蘭之間達成停火，伊朗的限制仍使油價保持在每桶 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>上升的通脹風險促使貨幣市場預計歐洲央行在年底前將加息超過兩次。路透社</p>
</div><p>Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.</p>
<div class="lb-trans"><p>解碼亞洲通訊：您在新的全球秩序中導航亞洲的指南。點擊這裏註冊以獲取解碼亞洲通訊，直接發送到您的郵箱，免費。</p>
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歐洲股市受到礦業和科技股的提振；中東局勢受到關注