金吾财讯 | 受企业盈利情绪回暖、国际油价回落带动，欧洲股市整体小幅走高。泛欧Stoxx 600指数（STOXX）上涨0.35%，报646.9欧元，市场资金重点关注新一轮欧企财报披露进程。区域主要国家股指同步收涨，英国富时指数（UKX）上涨0.23%，德国DAX指数上行0.44%，法国CAC指数涨幅达到0.55%。多项区域经济数据陆续出炉，法国7月消费者信心指数升至86；西班牙6月零售销售额同比增长0.5%，丹麦6月零售销售同比增幅4.8%；瑞典6月录得26亿瑞典克朗贸易顺差，区域消费与外贸数据呈现分化特征。个股层面财报信号分化带动行情。LVMH（LVMUY）公布内生销售增长，股价迎来上行；联合利华（UL）上调全年销售指引，获得资金青睐；梅赛德斯-奔驰（MBGYY）虽然中国市场交付规模明显下滑，但盈利水平超出市场预期，股价同样收涨。汇率市场出现波动，欧元兑美元跌破1.14，触及一个月以来低点，投资者持续跟踪中东地缘局势演变，地缘风险持续影响大宗商品与外汇定价。全球债市同步出现收益率下行行情。美国10年期国债收益率下行3个基点至4.62%；英国10年期国债收益率下跌4个基点，报4.96%；德国10年期国债收益率回落2个基点至3.11%。债券收益率下行，一定程度上改善权益资产估值环境。短期来看，欧洲市场走势将持续受到两大变量牵引，一是陆续披露的企业财报能否持续验证盈利修复逻辑，二是中东局势变化带来的油价波动，以及欧元汇率持续走弱对区域企业盈利形成的双向影响。
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