欧洲股市上涨，联合利华和赛峰股份等公司的业绩表现乐观，同时市场对中东实现和平的希望重燃，也提振了投资者情绪。
斯托克欧洲600指数收盘上涨0.3%，距离7月初创下的纪录高位仅一步之遥。个人护理和媒体板块表现最佳，能源和公用事业板块则跌幅居前。
联合利华第二季度销售增幅超过预期，推动股价大涨8%，创2022年以来最大涨幅。法国防务集团赛峰上半年业绩优于预期，并上调全年指引，股价上涨2.9%。
欧洲财报季迄今表现令人安心。彭博汇编的数据显示，已公布业绩的MSCI欧洲指数成分股中，约一半业绩超过预期。这在一定程度上抵消了周二全球半导体股抛售加剧带来的冲击。投资者对人工智能支出过度的担忧推动了这轮跌势。
巴黎Vega Investment Solutions基金经理Olivier David表示：“有一点可以肯定，本财报季的强劲表现意味着，投资者在撤出半导体股后还有其他选择。假如企业业绩不佳，情况本会完全不同。”
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