
作者:阿维纳什·P欧洲股市周二下跌,原因是该地区第二大经济体法国发生的暴力抗议活动持续抑制整个欧元区的风险偏好。
By Avinash P European shares fell on Tuesday as violent protests in France, the region's second-biggest economy, continued to dampen risk appetite across the euro zone.
这场抗议活动始于周末,给一个本已面临经济增长疲软和政府债务膨胀的国家增添了更大压力,而总统选举将在六个月后举行。
The protests, which began over the weekend, have intensified pressure on a country already grappling with soft economic growth and ballooning government debt, while presidential elections are due in six months.
周一晚间,法国当局在巴黎、里尔和尼斯等数座城市的部分地区实施了宵禁。
Late on Monday, French authorities set curfews in parts of several cities including Paris, Lille and Nice.
截至周二格林尼治时间08:37,泛欧STOXX 600指数(.STOXX)下跌0.51%,报636.32点,此前一个交易日下跌0.8%。法国基准CAC 40指数(.FCHI)小幅下跌0.41%。
The pan-European STOXX 600 index (.STOXX) was down 0.51% at 636.32 points by 0837 GMT on Tuesday, after slipping 0.8% in the previous session. France's benchmark CAC 40 index (.FCHI) edged 0.41% lower.
法国政府债券收益率周二小幅走低,此前创下近一个月来最大单日涨幅,投资者在当天晚些时候预算案投票前仍保持谨慎。
France's government bond yields edged lower on Tuesday after their biggest daily rise in nearly a month as investors remained cautious ahead of a vote on the budget bill later in the day.
“眼下投资者很难对欧洲格外有信心,”盛宝英国投资策略师尼尔·威尔逊表示。
"It's tough for investors to get particularly emboldened by Europe now," said Neil Wilson, investor strategist at Saxo UK.
“当你并不真正确定政府未来几年将推行何种政策时,你现在想对欧洲保持多少敞口?而法国正是这一问题的焦点。”欧洲多数主要板块下跌,科技板块(.SX8P)和工业板块(.SXNP)领跌。投资者还评估了一系列企业财报。
"How much exposure do you want to Europe right now when you're not really sure what sort of policies are going to be pursued by government over the next few years, and France being the focal point for that." Most of the major European sectors were trading lower, with technology (.SX8P) and industrials (.SXNP) leading declines. Investors also assessed a raft of corporate earnings reports.
法国云服务运营商OVHcloud(OVH.PA)大涨7.9%,此前该公司公布自2021年上市以来首次实现杠杆自由现金流为正,截至8月的财年营收增长7.2%,达到11.5亿欧元(12.9亿美元)。
French cloud operator OVHcloud (OVH.PA) jumped 7.9% after reporting its first positive levered free cash flow since its 2021 listing, as its revenue expanded 7.2% to €1.15 billion ($1.29 billion) in the financial year through August.
Comet Holding(COTNE.S)大涨4.1%,此前这家电子设备制造商公布第三季度销售额增长,理由是数据中心和AI基础设施的扩张。
Comet Holding (COTNE.S) jumped 4.1% after the electronic equipment maker reported a third-quarter sales increase, citing expansion of data centres and AI infrastructure.
ABB(ABBN.S)下跌5.3%,尽管这家瑞士工程公司公布了创纪录的季度订单。
ABB (ABBN.S) fell 5.3% despite the Swiss engineering company reporting record quarterly orders.
施耐德电气(SCHN.PA)的股价下跌了2.1%——这家法国电气设备制造商通过快速募股方式(即向机构投资者大规模出售股票)筹集了60亿欧元(约合67.4亿美元)。
Schneider Electric (SCHN.PA) fell 2.1% after the French electrical equipment maker raised €6 billion ($6.74 billion) in an accelerated bookbuild, a fast share sale to institutional investors.
市场还将密切关注欧洲央行政策制定者奥利·雷恩(Olli Rehn)周二晚些时候的讲话,以从中获取有关欧洲央行货币政策走向的线索。
Markets will also parse comments from European Central Bank policymaker Olli Rehn, scheduled to speak later on Tuesday, for clues on the bank's policy path.
根据LSEG汇编的数据,交易者们目前预计欧洲央行在10月的会议上不会调整利率,但认为央行在12月加息的可能性为87%。
Traders currently expect interest rates to remain on hold at the ECB's October meeting, while pricing in an 87% chance of a hike in December, according to LSEG-compiled data.