欧洲股市周二开盘走高，泛欧STOXX 600指数微升0.3%，科技板块成为最大亮点。英伟达计划恢复向中国出口AI芯片的消息，被视为中美贸易关系的积极信号，推动半导体股集体上扬。全球芯片设备龙头阿斯麦股价大涨逾2%，市场预期其即将公布的财报；其他同业如ASMI、意法半导体和英飞凌亦表现强劲，涨幅介于1.5%至2.4%之间。这令STOXX欧洲科技指数飙升超过1%，领跑各行业板块。 相反，电信股成为最大输家，尽管设备制造商爱立信盈利超预期，仍无法挽回板块颓势。英国市场方面，BARRATT REDROW PLC与B&M因业绩更新令人失望，股价双双暴跌约10%，位列STOXX 600指数底部。伦敦富时100指数在触及历史新高后企稳，整体表现平淡。市场情绪受科技股带动，但电信和部分零售股的下行压力凸显行业分化。
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