欧洲股市周一上涨，投资者预期强劲的财报季有望推动牛市延续。
斯托克欧洲600指数收盘上涨0.6%。银行股表现领先，在过去两周累计下跌8%后反弹；电信和科技股则表现落后。
受债券抛售、油价上涨以及对法国财政状况的担忧拖累，这一泛欧基准指数一直难以重返8月创下的纪录高点。对投资者而言，目前关注的焦点是强劲的第三季度业绩能否继续为股市提供支撑。
ING Belgium首席投资策略师Vincent Juvyns表示，“两位数的盈利增长迄今帮助抵消了利率上升带来的负面影响。在这种背景下，第三季度财报季对于判断这轮牛市是否还有进一步上涨空间将十分重要。”
德意志银行策略师预计，欧洲企业第三季度盈利可能较上年同期增长25%。他们上周向客户表示，能源行业预计将成为最大贡献来源，但盈利增长可能会广泛覆盖多个行业。
本周将公布财报的主要公司包括半导体设备制造商阿斯麦、瑞典爱立信等。
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