欧洲股市：今年涨16%，2026年或迎利好

Core Viewpoint - The European stock market has experienced a strong rise in 2023, driven by soaring metal prices and robust defense spending prospects, with the Stoxx Europe 600 index up 16% and reaching record highs [1] Group 1: Market Performance - The Stoxx Europe 600 index has achieved a cumulative increase of 16% this year, consistently setting new highs [1] - The banking sector has led the gains, surging 65% year-to-date, potentially marking the largest annual increase since 1997, supported by strong earnings and substantial shareholder returns [1] Group 2: Future Outlook - Strategists indicate that several favorable factors exist for the European stock market in the coming year, with a lower exposure to technology stock bubble risks [1] - Concerns over a weaker dollar, valuation gaps, and a positive macroeconomic environment are expected to benefit the European stock market through 2026, although corporate earnings need to improve for the market to perform well again [1]