贝莱德：欧洲企业盈利已计入关税风险 股市涨势有望延续

Core Viewpoint - BlackRock's European equity investment head, Helen Jewell, indicates that European corporate earnings have reasonably factored in tariff risks, suggesting that the current market uptrend can continue as long as there are no significant trade shocks [1] Group 1: Earnings Outlook - European corporate earnings forecasts have been adjusted downwards, but this is not a sign of blind optimism in the market [1] - The market still has upward potential as long as European exporters continue to perform well [1] Group 2: Market Sentiment - Jewell's perspective contrasts sharply with that of strategists from Goldman Sachs, who warn that the stock market appears overly optimistic given the ongoing trade uncertainties as the August 1 U.S. tariff deadline approaches [1]