欧洲股市回落，爱马仕国际和开云业绩不及预期，阿斯麦走低，拖累市场情绪。

　　斯托克欧洲600指数周三收盘下跌0.4%。爱马仕股价大跌8.2%，中东战争冲击销售。开云集团下挫9.3%，古驰销售表现令人失望。荷兰芯片设备巨头阿斯麦下跌4.2%，在今年已上涨33%的背景下，其强劲业绩表现未能打动投资者。

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　　本周欧洲财报季开局疲软，奢侈品龙头LVMH未达预期。市场仍担忧盈利预期过高，且容易受到能源价格上涨和消费者信心趋弱的冲击。自伊朗战争爆发以来，欧洲基准指数累计仍跌2.6%，而标普500指数已收复失地。

　　瑞银集团策略师Gerry Fowler等人预计，成本压力将拖累该地区企业盈利。该团队重申斯托克欧洲600指数年底目标为630点，并指出，鉴于估值已不再便宜，一旦盈利不及预期，其保护作用将减弱。

　　地缘政治仍是关注焦点，美国和伊朗正考虑将停火再延长两周。

　　“轻松获利的阶段似乎已经过去，基本面将重新主导市场，”巴克莱欧洲股票策略主管Emmanuel Cau表示，“对于基本面投资者而言，盈利表现将成为决定是追涨还是逢高减持的关键。”

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