欧洲股市周二微涨，斯托克50指数和斯托克600指数上涨0.1%，受华盛顿美乌会谈的乐观情绪支撑。然而，国防类股拖累涨幅，因投资者对战争可能缓和的迹象做出反应。斯托克欧洲航空航天和国防指数下跌0.4%，伦克下跌3.6%，萨博下跌3.3%，莱昂纳多下跌2.9%。特朗普告诉泽连斯基，美国将在任何和平协议下帮助保证乌克兰的安全，尽管细节尚不清楚。在企业新闻方面，意大利Mediobanca获得欧洲央行批准收购Banca Generali，创建了该国第二大财富管理公司，并对抗了Monte dei Paschi的收购计划。投资者现在期待美联储的杰克逊霍尔研讨会发出政策信号。
European stocks inched higher Tuesday, with the Stoxx 50 and Stoxx 600 up 0.1%, supported by optimism around US-Ukraine talks in Washington. However, defense stocks weighed on gains as investors reacted to signs of possible de-escalation in the war. The Stoxx Europe Aerospace and Defense index slipped 0.4%, with Renk down 3.6%, Saab 3.3% lower, and Leonardo off 2.9%. Trump told Zelenskiy the US would help guarantee Ukraine’s security under any peace deal, though details remain unclear. In corporate news, Italy’s Mediobanca won ECB approval to acquire Banca Generali, creating the country’s second-largest wealth manager and countering Monte dei Paschi’s takeover push. Investors now look to the Fed’s Jackson Hole symposium for policy signals.
