欧洲股市周三下午延续涨势，STOXX 50指数上涨1.1%，STOXX 600指数上涨约0.8%，达到近一个月未见的水平。美国关税仍然是市场的主要焦点，美国总统宣布计划对铜进口征收高于预期的50%的关税，并警告称，尽管最近与欧盟的贸易协定取得了进展，但对欧盟针对美国科技公司的税收和处罚的持续不满可能会导致他在未来两天内单方面引入新的关税税率。航空航天和国防部门创下历史新高，银行业达到17年来的最高点。EssilorLuxottica股价飙升超过5%，在Meta收购该公司近3%股份的报道后，该公司跻身表现最佳的公司之列。联合信贷银行股价飙升3.7%，将其在德国商业银行的股份增至20%。相反，矿业股下跌，嘉能可下跌2.3%，英美资源集团下跌2%，铜价下跌。

European stocks extended gains on Wednesday afternoon, with the STOXX 50 adding 1.1% and the STOXX 600 rising about 0.8% to levels not seen in nearly a month. US tariffs remain the dominant market focus, with US President announcing plans to impose a higher-than-expected 50% tariff on copper imports and also warning that, despite recent progress on a trade agreement with the EU, continued frustration over EU taxes and penalties targeting US tech firms could lead him to unilaterally introduce a new tariff rate within the next two days. The aerospace and defense sector topped a new record high and the banking sectors reached a 17-year high. EssilorLuxottica surged over 5% and was among the top performers following reports that Meta acquired just under a 3% stake in the company. UniCredit soared 3.7% as it increased its stake in Commerzbank to 20%. Conversely, mining stocks declined, with Glencore down 2.3% and Anglo American falling 2%, amid a drop in copper prices.

STOXX 50和STOXX 600周三均微涨0.1%，达到近一个月未见的水平，美国关税仍是市场的主要焦点。投资者在权衡特朗普总统的威胁和贸易紧张局势升级的可能性时持谨慎态度，避免采取重大举措。美国总统宣布计划对铜进口征收高于预期的50%关税，并警告称，尽管最近与欧盟的贸易协定取得了进展，但对欧盟针对美国科技公司的税收和处罚的持续不满可能导致他在未来两天内单方面引入新的关税税率。在企业新闻中，联合信贷银行将其在德国商业银行的股份增加到20%，使两家银行的股份都上涨了近1.5%。EssilorLuxottica股价飙升5%，此前有报道称Meta收购了该公司近3%的股份。相反，矿业股下跌，嘉能可下跌2.3%，英美资源集团下跌2.2%，伦敦铜价下跌。

The STOXX 50 and STOXX 600 both inched up 0.1% on Wednesday, reaching levels not seen in nearly a month, with US tariffs remaining the dominant market focus. Investors are cautious and refrain from making major moves as they weigh President Trump’s threats and the potential for escalating trade tensions. The US President announced plans to impose a higher-than-expected 50% tariff on copper imports and also warned that, despite recent progress on a trade agreement with the EU, continued frustration over EU taxes and penalties targeting US tech firms could lead him to unilaterally introduce a new tariff rate within the next two days. In corporate news, UniCredit increased its stake in Commerzbank to 20%, lifting shares of both banks by nearly 1.5%. EssilorLuxottica surged 5% following reports that Meta acquired just under a 3% stake in the company. Conversely, mining stocks declined, with Glencore down 2.3% and Anglo American falling 2.2%, amid a drop in copper prices in London.

欧元50指数升至5394.00点，为2025年6月以来的最高点。在过去的4周里，欧元区股市指数（EU50）下跌了0.43%，在过去的12个月里上涨了8.74%。

EU50 increased to 5394.00 Index Points, the highest since June 2025. Over the past 4 weeks, Euro Area Stock Market Index (EU50) lost 0.43%, and in the last 12 months, it increased 8.74%.

欧元稳定在1.17美元左右，接近2021年8月以来的最高水平，投资者正在等待美欧贸易谈判的最新进展。欧盟计划本周与华盛顿敲定一项初步协议，以确保在8月1日的最后期限后获得10%的关税框架，同时继续就永久协议进行谈判。周二，有报道称，美国提议维持10%的基准关税，对飞机和烈酒等关键行业给予豁免。然而，尽管布鲁塞尔方面提出了要求，但华盛顿方面没有表现出将豁免范围扩大到汽车、钢铁、铝和制药等政治敏感行业的意愿。作为回应，欧盟正在准备对各种美国商品征收报复性关税，并警告说，如果没有达成协议，可能会采取额外措施，如出口管制和限制美国公司获得公共合同。与此同时，在货币政策方面，市场预计欧洲央行今年只会再降息一次。

The euro held steady around $1.17, near its highest level since August 2021, as investors awaited updates on US-EU trade negotiations. The European Union aims to finalize a preliminary agreement with Washington this week to secure a 10% tariff framework beyond the August 1 deadline, while talks toward a permanent deal continue. On Tuesday, reports surfaced that the US proposed maintaining a 10% baseline tariff, with exemptions for key sectors such as aircraft and spirits. However, Washington has shown no willingness to extend exemptions to politically sensitive industries, including cars, steel, aluminum, and pharmaceuticals, despite requests from Brussels. In response, the EU is preparing retaliatory tariffs on various US goods and has warned that additional measures—such as export controls and restrictions on US companies' access to public contracts—could follow if no deal is reached. Meanwhile, in monetary policy, markets are pricing in just one more rate cut from the ECB this year.