欧洲股市周二下跌，STOXX 50指数下跌1%，STOXX 600指数下跌0.8%，因对以色列-伊朗冲突可能升级的担忧再次加剧，影响了市场情绪。此前，美国总统特朗普呼吁撤离德黑兰，并提前退出七国集团峰会，这引发了人们的猜测，即华盛顿可能正在为以色列总理本雅明·内塔尼亚胡的军事行动准备更坚定的支持。与此同时，以色列继续袭击伊朗目标，包括导弹储存场和发射基础设施。表现最差的是Amadeus IT集团（-3.4%）、联合信贷银行（-2.5%）和拜耳（-2.3%）。可再生能源股也面临压力，此前有报道称，美国参议院财政委员会正在考虑到2028年全面取消太阳能和风能税收抵免。SMA太阳能科技（-5.5%）、Orsted（-2.7%）和Nordex（-2.5%）的股价均大幅下跌。

European stocks declined on Tuesday, with the STOXX 50 down 1% and the STOXX 600 shedding 0.8%, as renewed concerns over a potential escalation in the Israel-Iran conflict weighed on sentiment. The selloff followed calls by US President Trump for the evacuation of Tehran, and his early departure from the G7 summit, which fueled speculation that Washington may be preparing more assertive support for Israeli Prime Minister Benjamin Netanyahu’s military operations. Meanwhile, Israeli strikes on Iranian targets, including missile storage sites and launch infrastructure, continued. Among the worst performers were Amadeus IT Group (-3.4%), UniCredit (-2.5%), and Bayer (-2.3%). Renewable energy stocks also came under pressure after reports that the US Senate Finance Committee is considering a full phase-out of solar and wind tax credits by 2028. Shares of SMA Solar Technology (-5.5%), Orsted (-2.7%), and Nordex (-2.5%) posted steep losses.

欧洲股市周二开盘走低，以色列和伊朗之间不断升级的紧张局势继续抑制投资者情绪。美国总统唐纳德·特朗普呼吁在以色列持续空袭期间全面撤离德黑兰，重申伊朗应该接受他提出的核协议。增加地缘政治压力的是，七国集团发表了一份支持以色列的声明，并将伊朗称为“地区不稳定和恐怖的主要来源”。在国内，投资者将关注欧元区和德国6月份ZEW经济情绪调查的发布，这可能会为该地区的增长前景提供见解。当天没有大型企业的盈利计划。在盘前交易中，欧洲斯托克50指数和斯托克600指数期货均下跌约0.7%。

European equity markets were poised to open lower on Tuesday, as escalating tensions between Israel and Iran continued to dampen investor sentiment. US President Donald Trump called for the full evacuation of Tehran amid ongoing Israeli airstrikes, reiterating that Iran should have accepted his proposed nuclear deal. Adding to the geopolitical pressure, the G7 issued a statement backing Israel and labeling Iran as the “principal source of regional instability and terror.” Closer to home, investors will be watching the release of the Eurozone and Germany’s ZEW economic sentiment surveys for June, which may offer insights into the region’s growth outlook. No major corporate earnings are scheduled for the day. In premarket trade, futures for the Euro Stoxx 50 and Stoxx 600 were both down around 0.7%.

欧洲股市周一收盘强势走高，停止了连续五个交易日的下跌，因为对以色列和伊朗之间的敌对行动将阻碍全球经济的担忧减弱，提振了全球股市。有报道称，德黑兰愿意恢复与美国的核谈判，以表明其愿意缓和与以色列的罢工，这增加了人们对冲突不会阻碍全球经济活动和能源价格的希望。市场也为本周的重大货币政策决定做好了准备，欧洲以外的央行、瑞士央行、瑞典央行、挪威央行和美联储和日本央行将成为主要货币政策决定的焦点。银行股领涨，债券收益率下降，桑坦德银行、法国巴黎银行、联合圣保罗银行和联合信贷银行上涨2.5%至3%。科技股也出现反弹，Adyen和诺基亚股价上涨2%至3%。最后，开云集团股价飙升12%，因预计雷诺首席执行官德梅奥可能会加入这家奢侈品巨头。

European stocks closed firmly higher on Monday, halting five straight sessions of losses as softer concerns that hostilities between Israel and Iran would hamper the global economy lifted equities worldwide. Reports indicated that Tehran was willing to resume nuclear talks with the United States to signal its willingness to de-escalate the exchange of strikes with Israel, raising hopes that the conflict will refrain from hampering global economic activity and energy prices. Markets also positioned for major monetary policy decisions this week, headlined by the BoE, SNB, Riksbank, Norges Bank, and Fed and BoJ outside Europe. Banks led the gains as bond yields declined, with Santander, BNP Paribas, Intesa Sanpaolo, and UniCredit adding Between 2.5% and 3%. Tech also rallied, with Adyen and Nokia jumping between 2% and 3%. Lastly, Kering surged 12% on expectations that Renault's CEO de Meo may join the luxury giant.

欧元徘徊在1.16美元附近，为2021年11月以来的最高水平，因为投资者对欧洲央行和美联储日益分歧的政策路径做出了反应。这一转变是在油价上涨的背景下发生的，这是由于以色列和伊朗之间紧张局势升级以及持续的贸易关税争端引发的对供应中断的担忧。在欧元区，市场目前将欧洲央行的存款利率定为年底前1.79%，9月份降息的可能性从60%降至50%。欧洲央行政策制定者Joachim Nagel强调了保持政策灵活性的重要性，并列举了复杂的全球背景。与此同时，人们普遍预计美联储周三将保持利率不变。投资者的注意力将集中在最新的经济预测和点阵图上，市场仍预计最早可能在9月降息。

The euro hovered near $1.16, its strongest level since November 2021, as investors reacted to the increasingly divergent policy paths of the European Central Bank and the US Federal Reserve. The shift comes against a backdrop of rising oil prices, fueled by fears of supply disruptions stemming from escalating tensions between Israel and Iran, as well as ongoing trade tariff disputes. In the Eurozone, markets now price the ECB’s deposit rate at 1.79% by year-end, with the probability of a September rate cut slipping to 50%, down from 60%. ECB policymaker Joachim Nagel stressed the importance of maintaining policy flexibility, citing the complex global backdrop. Meanwhile, the Fed is widely expected to keep rates unchanged on Wednesday. Investor attention will focus on updated economic projections and the dot plot, with markets still anticipating a possible rate cut as early as September.