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<p>週三，歐洲股市小幅下跌，投資者對與持續戰爭相關的通脹風險保持謹慎，同時市場密切關注美國與伊朗之間的談判。</p>
<p>截至格林威治標準時間 0701，泛歐 STOXX 歐洲 600 指數下跌 0.2%，報 610.37 點。</p>
<p>地區市場也呈下跌趨勢，德國 DAX 指數和法國 CAC 40 指數均下跌 0.2%。</p>
<h2>通脹擔憂影響市場情緒</h2>
<p>由於戰爭引發的通脹擔憂持續影響債券市場，投資者情緒仍然承壓。</p>
<p>布倫特原油價格約為每桶 110 美元，反映出對地緣政治緊張局勢和能源供應風險的持續擔憂。</p>
<p>與此同時，債券市場也承壓，貨幣市場預計歐洲中央銀行在年底前至少會加息兩次。</p>
<p>市場還關注華盛頓與德黑蘭之間討論的進展。</p>
<p>美國總統唐納德·特朗普週二表示，戰爭將 “很快” 結束。</p>
<p>與此同時，美國副總統 JD Vance 強調與德黑蘭談判的進展，旨在達成結束敵對行動的潛在協議。</p>
<h2>歐盟與美國推進貿易協議</h2>
<p>在另一項進展中，歐盟達成了一項臨時協議，取消對美國商品的進口關税，這是去年七月與華盛頓達成的貿易安排的一部分。</p>
<p>該協議是在特朗普的 7 月 4 日最後期限之前達成的，此前他曾威脅如果協議未能實施將提高關税。</p>
<p>這一進展仍然受到投資者的關注，他們在評估貿易政策對歐洲市場和經濟增長的更廣泛影響。</p>
<h2>歐盟批准更嚴格的外資投資審查規則</h2>
<p>在另一項進展中，歐洲議會批准了與歐盟理事會在 12 月臨時達成的新外商直接投資（FDI）審查規則。</p>
<p>該立法仍需獲得理事會的正式批准，才能在 18 個月後生效。</p>
<p>根據修訂後的框架，歐盟成員國將被要求對多個敏感行業的投資進行審查，包括國防、雙用途商品和關鍵技術。</p>
<p>更新後的規則旨在加強對整個歐盟的外資投資監督，同時在 27 個成員國之間創造更一致的審查程序。</p>
<h2>企業盈利提供支持</h2>
<p>儘管市場整體疲軟，但一些個股在企業更新後出現上漲。</p>
<p>Euronext 的股價在早盤交易中上漲 4.3%，該公司報告的第一季度盈利超出市場預期。</p>
<p>與此同時，Marks &amp; Spencer 上漲 5%，預計未來一年利潤將增長。</p>
<p>由於網絡攻擊造成的干擾，該零售商的年度利潤有所下降，但投資者似乎對公司未來盈利增長的前景感到鼓舞。</p>
<p>總體而言，歐洲市場保持謹慎，投資者在地緣政治發展、通脹風險、中央銀行預期和企業盈利更新之間進行權衡。</p>
<p>該文章最初發佈於 Invezz，標題為《歐洲市場下跌，投資者評估通脹和地緣政治風險》。</p>

<p>歐洲市場在週三下跌，泛歐 STOXX Europe 600 指數下跌 0.2%，因持續的地緣政治緊張局勢引發了對通脹的擔憂。德國 DAX 指數和法國 CAC 40 指數也分別下跌了 0.2%。投資者保持謹慎，因為債券市場對歐洲中央銀行預期的加息做出了反應。與此同時，歐盟與美國達成了一項臨時貿易協議，並批准了新的外國投資審查規則。儘管整體市場下滑，一些公司如 Euronext 和 Marks & Spencer 卻報告了積極的收益</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>週三，歐洲股市小幅下跌，投資者對與持續戰爭相關的通脹風險保持謹慎，同時市場密切關注美國與伊朗之間的談判。</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>截至格林威治標準時間 0701，泛歐 STOXX 歐洲 600 指數下跌 0.2%，報 610.37 點。</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>地區市場也呈下跌趨勢，德國 DAX 指數和法國 CAC 40 指數均下跌 0.2%。</p>
</div><h2>Inflation concerns weigh on sentiment</h2>
<div class="lb-trans"><h2>通脹擔憂影響市場情緒</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>由於戰爭引發的通脹擔憂持續影響債券市場，投資者情緒仍然承壓。</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>布倫特原油價格約為每桶 110 美元，反映出對地緣政治緊張局勢和能源供應風險的持續擔憂。</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>與此同時，債券市場也承壓，貨幣市場預計歐洲中央銀行在年底前至少會加息兩次。</p>
</div><p>Markets also tracked developments related to discussions between Washington and Tehran.</p>
<div class="lb-trans"><p>市場還關注華盛頓與德黑蘭之間討論的進展。</p>
</div><p>US President Donald Trump said on Tuesday that the war would be over “very quickly.”</p>
<div class="lb-trans"><p>美國總統唐納德·特朗普週二表示，戰爭將 “很快” 結束。</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>與此同時，美國副總統 JD Vance 強調與德黑蘭談判的進展，旨在達成結束敵對行動的潛在協議。</p>
</div><h2>EU and US move forward on trade agreement</h2>
<div class="lb-trans"><h2>歐盟與美國推進貿易協議</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>在另一項進展中，歐盟達成了一項臨時協議，取消對美國商品的進口關税，這是去年七月與華盛頓達成的貿易安排的一部分。</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>該協議是在特朗普的 7 月 4 日最後期限之前達成的，此前他曾威脅如果協議未能實施將提高關税。</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>這一進展仍然受到投資者的關注，他們在評估貿易政策對歐洲市場和經濟增長的更廣泛影響。</p>
</div><h2>EU approves tougher foreign investment screening rules</h2>
<div class="lb-trans"><h2>歐盟批准更嚴格的外資投資審查規則</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>在另一項進展中，歐洲議會批准了與歐盟理事會在 12 月臨時達成的新外商直接投資（FDI）審查規則。</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>該立法仍需獲得理事會的正式批准，才能在 18 個月後生效。</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>根據修訂後的框架，歐盟成員國將被要求對多個敏感行業的投資進行審查，包括國防、雙用途商品和關鍵技術。</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>更新後的規則旨在加強對整個歐盟的外資投資監督，同時在 27 個成員國之間創造更一致的審查程序。</p>
</div><h2>Corporate earnings provide support</h2>
<div class="lb-trans"><h2>企業盈利提供支持</h2>
</div><p>Despite broader market weakness, some individual stocks posted gains following corporate updates.</p>
<div class="lb-trans"><p>儘管市場整體疲軟，但一些個股在企業更新後出現上漲。</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 的股價在早盤交易中上漲 4.3%，該公司報告的第一季度盈利超出市場預期。</p>
</div><p>Meanwhile, Marks &amp; Spencer advanced 5% after forecasting profit growth for the coming year.</p>
<div class="lb-trans"><p>與此同時，Marks &amp; Spencer 上漲 5%，預計未來一年利潤將增長。</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>由於網絡攻擊造成的干擾，該零售商的年度利潤有所下降，但投資者似乎對公司未來盈利增長的前景感到鼓舞。</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>總體而言，歐洲市場保持謹慎，投資者在地緣政治發展、通脹風險、中央銀行預期和企業盈利更新之間進行權衡。</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>該文章最初發佈於 Invezz，標題為《歐洲市場下跌，投資者評估通脹和地緣政治風險》。</p>
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歐洲市場下跌，投資者正在評估通脹和地緣政治風險