欧股创下纪录新高 美国最高法院推翻特朗普关税

Group 1 - The U.S. Supreme Court ruled that President Donald Trump's large-scale global tariffs are invalid, leading to a rise in European stock indices, with the Stoxx 600 index initially increasing by 1.1% and closing up by 0.8% [1][4] - Luxury goods manufacturers sensitive to tariffs, such as LVMH and Hermès International, outperformed the market following the ruling [1][4] - The ruling represents a significant legal defeat for Trump, undermining his signature economic policy, although the Supreme Court did not decide on the extent to which importers are entitled to refunds, leaving that to lower courts [1][4] Group 2 - European benchmark stock indices were boosted by stronger-than-expected Eurozone business activity, attributed to unexpected growth in the German economy [5] - The U.S. economy's growth in the last quarter of 2025 was below expectations, prompting investor reassessment [5] - The core inflation indicator favored by the Federal Reserve recorded its largest increase in nearly a year in December [5] Group 3 - The earnings season overall performed better than expected, with MSCI European companies reporting a 3.7% profit growth in the fourth quarter, surpassing analysts' expectations of 1.3% [3][7]