受石油和公用事业股提振 欧洲股市走高

据路透社3月10日报道，周二，欧洲股市大幅收高，延续了四个月来的最佳表现，石油和公用事业股上涨抵消了矿业股的下跌。泛欧斯托克600指数上涨0.8%，公用事业板块涨幅超过1.5%。

丹麦珠宝生产商Pandora A/S股价上涨7.2%，此前该公司公布2月份有机销售额增长12%。

不过，欧洲大陆的股票市场面临压力，因为在快速推出疫苗和美国大规模缓解新冠肺炎疫情影响的一揽子计划的支持下，债券收益率飙升，引发了对通胀可能上升的担忧。

值得注意的是，欧洲主要股指的表现要好于一些以科技股为主的美国股指。

瑞银(UBS)欧洲股票策略主管尼克 纳尔逊(Nick Nelson)表示:“与标准普尔500指数相比，欧洲市场的科技股比重要小得多，增长主导比重也小得多，因此债券收益率上升并没有带来非常大的负面影响。这里要强调的是……如果我们谈论的是从现在开始收益率温和上升，那就更易于管理，而欧洲等市场中更具周期性的部分将表现得更好。”

此外，包括银行、能源和汽车类股的摩根士丹利资本国际欧洲价值指数(MSCI Europe value index)今年迄今已上涨约9%，而跟踪科技和医疗类股的增长指数上涨了2%。

矿业公司股价下跌1.8%，在英国上市的矿业公司Riotinto、必和必拓集团(BHP Group)和英美资源集团(Anglo American)的股价下跌2.4%至4.4%，令大宗商品权重较高的富时100指数(FTSE 100)承压。

投资者将密切关注本周晚些时候欧洲央行(ecb)的会议，看看决策者是否已决定加快紧急债券购买步伐，以稳定动荡的市场。

Axi首席全球市场策略师斯蒂芬?英尼斯(Stephen Innes)表示:“对欧洲央行而言，将提供一个具有挑战性的环境，法兰克福的政策制定者既不愿意也无法与美联储相提并论。”

与此同时，数据显示，受对华贸易强劲推动，德国1月份出口意外增长。格林尼治时间上午10点，欧元区将公布更全面的2020年四季度GDP修正数据。

英国保险公司和资产管理公司M&G集团(M&G Plc)股价上涨4.7%，此前该公司公布2020年营业利润好于预期，这是该公司作为独立公司的首个全年营业利润。

德国汽车零部件生产商大陆集团公司(Continental AG)股价下跌8.0%，此前该公司预测2021年前景低于预期。

王佳晶 摘译自 路透社

原文如下：

European stocks end higher on support from oil, utilities

European stocks ended Tuesday decidedly higher after extending gains from their best session in four months a day earlier, as a rise in shares of oil and utility companies helped counter losses in miners.

The pan-European STOXX 600 rose 0.8%, with the utility sector rising more than 1.5%.

Danish jewellery maker Pandora A/S jumped 7.2% after reporting a 12% rise in organic sales in February.

The continent’s stock markets have come under pressure as a jump in bond yields on the back of quick vaccine rollouts and a massive U.S. coronavirus relief package have fanned worries about a potential rise in inflation.

Still, major European indexes have fared better than some of their tech-heavy U.S. peers.

“European market is much less tech-heavy than the S&P 500, much less growth-dominated, so higher bond yields are not such a negative,” said Nick Nelson, head of European equity strategy at UBS.

“The speed of the move has been an issue ... if we’re talking about a gentle rise in yields from here on, then that’s more manageable, and more cyclical parts of the market such as Europe would do better.”

The MSCI Europe value index, which includes banking, energy and auto stocks, have risen about 9% so far this year, while its growth counterpart that tracks tech and healthcare stocks is up 2%.

Miners fell 1.8% as Dalian iron ore futures tumbled by the 10% daily limit on anti-pollution restrictions in China’s top steelmaking city of Tangshan, while metal prices were also hit by a firm dollar.

UK-listed miners Rio Tinto, BHP Group and Anglo American fell between 2.4% and 4.4%, weighing on the commodity-heavy FTSE 100.

Investors will closely watch a European Central Bank meeting later this week to see if policymakers have decided to step up the pace of emergency bond purchases to calm skittish markets.

“For the ECB, this will provide a challenging environment, with policymakers in Frankfurt both unwilling and unable to match the Federal Reserve’s dovishness,” said Stephen Innes, chief global market strategist at Axi.

Meanwhile, data showed German exports unexpectedly rose in January buoyed by robust trade with China. A more comprehensive revised reading on euro zone’s fourth-quarter GDP data is due at 10 a.m GMT.

Among other stocks, British insurer and asset manager M&G Plc gained 4.7% after it posted better-than expected 2020 operating profit in its first full year as a standalone company.

German automotive parts maker Continental AG fell 8.0% after it forecast 2021 outlook below expectations.