周四欧洲股市窄幅波动，石油巨头壳牌公司强劲的利润带动了企业盈利的强劲增长，帮助抵消了美联储模糊的利率前景和美国对伊朗的新空袭。
泛欧 STOXX 600 指数早盘徘徊在平线附近。 Germany's DAX slipped 0.2% and France's CAC 40 gained 0.6%, as stellar bottom-line results across continental powerhouses provided a vital buffer against macro headwinds and geopolitical friction.
能源重量级壳牌公司提早提振了区域基准，其第二季度调整后利润翻了一番多，达到 98 亿美元，强劲的运营业绩和交易收益轻松超出了市场预期。
Despite the corporate boost, global sentiment was constrained after the Federal Reserve left interest rates unchanged on Wednesday but delivered a murky outlook for monetary policy.
尽管美联储主席凯文·沃什发誓要遏制持续的通胀，但他的会后新闻发布会让交易员不清楚美联储是否打算恢复加息或在更长时间内维持较高的借贷成本。
Adding to market jitters, the U.S. carried out fresh military strikes inside Iran, further escalating a five-month-old conflict and keeping global energy markets under intense scrutiny. Meanwhile, European trading desks were bracing for the Bank of England's interest rate decision later in the day, alongside key regional macroeconomic data including Eurozone second-quarter GDP figures, July sentiment readings, and preliminary July inflation data for Germany.
在华尔街和亚洲的大型科技股收益参差不齐之后，整个欧洲交易柜台的科技情绪仍然脆弱。
三星和微软令人放心的季度更新有助于缓解围绕人工智能估值过高和资本支出飙升的更广泛的焦虑。然而，Meta Platforms 报告称，季度自由现金流骤降 91%，突显出为全球人工智能基础设施提供资金所需的大量现金消耗，这让市场感到紧张。
除了壳牌之外，欧洲股指还从异常繁重的企业财报日历中获得了显着的局部支撑。在金融板块，法国兴业银行公布创纪录的季度利润后股价上涨 2%，而西班牙 BBVA 则因第二季度净利润增长和法国资产管理公司 Amundi 超出核心盈利预期而上涨 2.6%。
Industrials, technology, and healthcare heavyweights also delivered strong updates. French aerospace giant Airbus was largely steady after reiterating confidence in full-year aircraft delivery targets following a robust second quarter. Schneider Electric jumped 7.3%, after raising its full-year guidance on strong energy infrastructure demand, while steelmaker ArcelorMittal posted an earnings beat as European trade safeguards bore fruit.
IT 服务巨头凯捷集团 (Capgemini) 尽管上调了收入增长预期，但仍下跌 0.6%，制药巨头赛诺菲 (Sanofi) 上调了全年销售预期。
动汽车销售强劲而扭亏为盈，但仍下跌 2.9%，而德国宝马在第二季度利润下滑后表现持平。
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