<ul>
<li>科技股在歐洲領漲</li>
</ul>
<ul>
<li>Burberry (BBRYF) 在伊朗戰爭影響下回落</li>
</ul>
<ul>
<li>Watches of Switzerland (WOSGF) 在樂觀的財年利潤展望下大幅上漲</li>
</ul>
<ul>
<li>市場預計今年歐洲央行將加息超過兩次，因通脹擔憂（市場收盤後更新）</li>
</ul>
<p>作者：Twesha Dikshit 和 Avinash P</p>
<p>5 月 14 日（路透社）- 週四，歐洲股市收高，科技股推動市場創下週內新高，投資者對美中談判的發展保持謹慎。</p>
<p>泛歐 STOXX 600 指數上漲 0.8%，收於 616.05 點，廣泛上漲。</p>
<p>科技行業指數上漲 2.6%，以半導體股票為主，意法半導體上漲 5.4%，BE 半導體上漲 3.3%，英飛凌上漲 5.7%。</p>
<p>德國 DAX 指數上漲 1.3%，引領區域股市上漲，SAP 上漲 3.6%。美國銀行（BAC）表示，這家軟件巨頭持續的雲業務勢頭和約 25% 的訂單積壓可能會推動收入實現兩位數增長，得益於運營槓桿和人工智能，以及資本部署的潛在上行空間。</p>
<p>然而，歐洲對人工智能硬件公司的曝光度與美國和亞洲同行相比顯得微不足道，促使許多投資者將目光投向歐洲市場之外。</p>
<p>“自 2022 年底 ChatGPT 首次亮相以來，這一直是影響歐洲的主題，過去四年裏一直在起作用。這是表現不佳的最持久原因，最近與能源進口和政治不穩定有關，” 富國銀行投資研究所全球股票和實物資產負責人 Sameer Samana 表示。</p>
<p>在執政的工黨衞生部長 Wes Streeting 辭職後，英國成為歐洲最新經歷政治動盪的國家，這引發了對首相 Keir Starmer 領導能力的質疑。</p>
<p>全球的目光也聚焦於在北京舉行的美中雙邊會議。投資者希望特朗普總統能夠促使中國説服伊朗與華盛頓達成協議，以結束導致原油價格上漲至每桶 100 美元的戰爭。</p>
<p>“我們在等待中國的發展……所有的目光都集中在中東危機上，希望能夠真正解決，” RBC 財富管理投資策略負責人 Frédérique Carrier 表示。</p>
<p>其他方面，奢侈品牌 Burberry 在第四季度銷售符合預期後下跌 6.8%，而 Watches of Switzerland (WOSGF) 在預測全年運營利潤超出預期後上漲 19.2%。</p>
<p>投資公司 3i Group (TGOPF) 下跌 12.7%，因其關鍵投資組合公司 Action 的同店銷售增長在截至 5 月 10 日的 19 周內放緩至 2.4%，而去年同期為 6.8%。</p>
<p>在政策方面，歐洲央行首席經濟學家 Philip Lane 表示，可能需要加息以應對通脹。貨幣市場目前預計今年將有超過兩次歐洲央行加息。（報道：Twesha Dikshit 和 Avinash P；編輯：Nivedita Bhattacharjee 和 David Gregorio）</p>

標普半導體 ETF - SPDR

半導體 3 倍做多 - Direxion

費城交易所 半導體 ETF - iShares

半導體 ETF - VanEck Vectors

<p>歐洲股市收盤上漲，達到一週以來的最高點，受科技股，特別是半導體股上漲 2.6% 的推動。泛歐 STOXX 600 指數上漲 0.8%，德國 DAX 指數上漲 1.3%。由於對伊朗戰爭的擔憂，Burberry 的股價下跌 6.8%，而 Watches of Switzerland 因樂觀的盈利預測上漲 19.2%。預計歐洲央行今年將實施超過兩次加息，以應對通脹擔憂。英國的政治不穩定和持續的美中談判也在影響市場情緒</p>

<p>* Technology shares lead gains in Europe</p>
<div class="lb-trans"><ul>
<li>科技股在歐洲領漲</li>
</ul>
</div><p>* Burberry ( BBRYF ) slides after recovery weighed down by Iran war impact</p>
<div class="lb-trans"><ul>
<li>Burberry (BBRYF) 在伊朗戰爭影響下回落</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) 在樂觀的財年利潤展望下大幅上漲</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>市場預計今年歐洲央行將加息超過兩次，因通脹擔憂（市場收盤後更新）</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）- 週四，歐洲股市收高，科技股推動市場創下週內新高，投資者對美中談判的發展保持謹慎。</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>泛歐 STOXX 600 指數上漲 0.8%，收於 616.05 點，廣泛上漲。</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>科技行業指數上漲 2.6%，以半導體股票為主，意法半導體上漲 5.4%，BE 半導體上漲 3.3%，英飛凌上漲 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>德國 DAX 指數上漲 1.3%，引領區域股市上漲，SAP 上漲 3.6%。美國銀行（BAC）表示，這家軟件巨頭持續的雲業務勢頭和約 25% 的訂單積壓可能會推動收入實現兩位數增長，得益於運營槓桿和人工智能，以及資本部署的潛在上行空間。</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，歐洲對人工智能硬件公司的曝光度與美國和亞洲同行相比顯得微不足道，促使許多投資者將目光投向歐洲市場之外。</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 首次亮相以來，這一直是影響歐洲的主題，過去四年裏一直在起作用。這是表現不佳的最持久原因，最近與能源進口和政治不穩定有關，” 富國銀行投資研究所全球股票和實物資產負責人 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>在執政的工黨衞生部長 Wes Streeting 辭職後，英國成為歐洲最新經歷政治動盪的國家，這引發了對首相 Keir Starmer 領導能力的質疑。</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>全球的目光也聚焦於在北京舉行的美中雙邊會議。投資者希望特朗普總統能夠促使中國説服伊朗與華盛頓達成協議，以結束導致原油價格上漲至每桶 100 美元的戰爭。</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>“我們在等待中國的發展……所有的目光都集中在中東危機上，希望能夠真正解決，” RBC 財富管理投資策略負責人 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 在第四季度銷售符合預期後下跌 6.8%，而 Watches of Switzerland (WOSGF) 在預測全年運營利潤超出預期後上漲 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>投資公司 3i Group (TGOPF) 下跌 12.7%，因其關鍵投資組合公司 Action 的同店銷售增長在截至 5 月 10 日的 19 周內放緩至 2.4%，而去年同期為 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，歐洲央行首席經濟學家 Philip Lane 表示，可能需要加息以應對通脹。貨幣市場目前預計今年將有超過兩次歐洲央行加息。（報道：Twesha Dikshit 和 Avinash P；編輯：Nivedita Bhattacharjee 和 David Gregorio）</p>
</div>

歐洲股市在科技股的推動下收於一周高點