金吾财讯 | 外媒周五报道称，根据伦敦证券交易所集团（LSEG）新近公布的最新数据，在油价大涨带动能源巨头业绩飙升以及材料、化工企业表现强劲的推动下，欧洲蓝筹股公司第二季度利润增速有望创下自2022年第三季度以来的最高水平。具体而言，基于已公布的236家公司财报及市场分析预测，欧洲基准欧洲斯托克600指数（STOXX600）成分股公司第二季度盈利预计将同比增长22.4%。能源行业利润增幅位居各板块之首，同比飙升135.8%；基础材料行业（含化工、钢铁及采矿）紧随其后，预计利润增长57.6%。即使扣除能源行业的贡献，该指数成分股公司的整体盈利预计仍将同比大幅增长11.5%，远高于7月初财报季开启时预期的5.5%增速。二季度欧洲蓝筹股整体营业收入预计同比增长12.6%（高于上周预测的11.7%），成为近16个季度以来的最快增速。市场分析指出，欧洲企业本季度的业绩超预期不仅体现了上游大宗商品价格对能源与材料板块的拉动作用，也反映出欧洲核心企业在复杂宏观环境下的韧性，全球资金正加速流入盈利能见度更高的欧洲优质资产。
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