欧洲股市周二下跌，此前已连续五个月上涨。油价走高加剧通胀担忧，并推动全球债券收益率升至近20年来最高水平。

　　斯托克欧洲600指数收盘下跌0.6%。旅游休闲和科技股跌幅居前，能源及个人护理板块表现相对较好。

　　Lombard Odier Investment Managers宏观主管Florian Ielpo表示：“收益率上升开始更多反映融资压力，而不是更强劲的增长前景。这种组合对股票并不友好。”

　　在经历强劲的企业财报季后，投资者正在等待新的市场催化剂，欧洲基准股指近几周走势停滞。数据显示，欧元区通胀加速至近三年来最高水平，进一步强化了欧洲央行下周加息的理由。

　　Panmure Liberum策略师Joachim Klement表示：“欧洲股市受到债券市场波动的影响应该相对较小，因为欧洲国家的财政状况整体明显好于美国或日本。9月欧洲市场更迫切需要关注的是通胀前景，以及欧洲央行和其他央行将如何应对。”

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