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周一，富时100指数小幅上涨，收于8147点，创下历史新高，延续了前一周的强劲势头，因为对亚洲股市的强劲需求，而投资者对国内企业的积极发展进行了评估。英美资源集团股价上涨4.1%，此前有报道称，澳大利亚竞争对手必和必拓正在考虑提高收购这家总部位于伦敦的矿业公司的报价。英美资源集团上周晚些时候拒绝了390亿美元的报价，迄今为止阻止了必和必拓拥有全球10%铜矿产量的收购。嘉能可（Glencore）、弗雷斯尼洛（Fresnillo）和力拓（Rio Tinto。与此同时，由于对中国经济的敞口，保诚集团股价飙升近2.5%，追随中国股市本交易日的大幅上涨，而弗雷泽集团股价上涨3%，有报道称其将回购多达1000万股股票，目前价值约8000万英镑。

The FTSE 100 closed slightly higher at 8,147 on Monday, a record high, and stretching the strong momentum from the prior week amid strong demand for equities with exposure to Asia, while investors assessed positive domestic corporate developments. Anglo American added 4.1% following reports that Australian rival BHP is considering making an improved offer to acquire the London-based miner. Anglo American had declined a $39 billion offer late last week, so far preventing the acquisition that would leave BHP with ownership of 10% of global mined copper output. Glencore, Fresnillo, and Rio Tinto also traded firmly in the green to back gains for the industrial mining sector. In the meantime, Prudential shares surged nearly 2.5% amid their exposure to China’s economy, tracking the sharp gains in the country’s equities this session, while the Fraser Group advanced 3% on reports that it will buy back up to 10 million shares, currently worth around GBP 80 million.

周一，基于卢布的MOEX俄罗斯指数微涨至3478点，得益于盈利和股息公告，该指数加快了早盘的步伐。最大的胜利来自罗塞蒂（3.7%）、苏尔古特（2.6%）、奥松（2.3%）、NLMK（2.3%）和Severstal（2%）。Surgut在2024年第一季度的净利润比2023年同期增长了4倍后上涨，而卢克石油公司在批准2023年每股498卢布的股息后上涨了1.7%。此外，Moex和Sovcomflot分别上涨1.1%，前者受益于CBR官员的鹰派语气，后者则受到恢复向印度输送石油的提振。另一方面，Mechel（-2.8%）、MosEnergo（-1.3%）、VK（-1%）和Nornickel（-0.9%）下降。尽管该国政府决定在2024年5月1日至8月31日期间取消动力煤和无烟煤的出口税，但煤矿工人Mechel和Raspadskays表现出相反的动态。

The ruble-based MOEX Russia index edged up to 3,478 on Monday, picking up the morning pace thanks to earnings and dividends announcements. The largest wins came from Rosseti (3.7%), Surgut (2.6%), Ozon (2.3%), NLMK (2.3%), and Severstal (2%). Surgut rose after increasing its net profit by 4 times in the Q1 of 2024 compared to the same period of 2023, while Lukoil added 1.7% having approved dividends in the amount of 498 rubles per share for 2023. Also, Moex and Sovcomflot advanced by 1.1% each, with the former benefiting from a hawkish tone of CBR officials and the latter being boosted by the resumption of oil deliveries to India. On the other hand, Mechel (-2.8%), MosEnergo (-1.3%), VK (-1%), and Nornickel (-0.9%) declined. Coal miners Mechel and Raspadskays showed opposite dynamics despite the decision of the country's government to lift of export duties on thermal coal and anthracite for the period from May 1 to August 31, 2024.

周一，CAC 40指数下跌0.28%，收于8065点，因重量级奢侈品板块走弱，回吐了早盘涨幅。跌幅居前的是奢侈品巨头爱马仕和路威酩轩，分别下跌2.21%和1.64%。与此同时，尽管维旺迪第一季度的有机营业额增长了5.4%，达到42.75亿欧元，但销售额略有下降。专家组注意到，正在对其拟议拆分为四个实体进行可行性研究，但没有提供新的细节。与此同时，投资者消化了德国最新的通胀数据，该数据与2021年5月以来的最低水平相匹配，低于市场2.3%的预期，同时密切关注企业盈利。人们的注意力也转向了即将举行的为期两天的美联储政策会议，因为对2024年降息的预期有所降低。

The CAC 40 fell 0.28% to close at 8,065 on Monday, paring early session gains as the heavyweight luxury sector weakened. Leading the losses were luxury giants Hermes and LVMH, dropping by 2.21% and 1.64%, respectively. Meanwhile, Vivendi saw a marginal decrease despite reporting 5.4% organic turnover growth in Q1, reaching 4.275 billion euros. The group noted the ongoing feasibility study for its proposed split into four entities, with no new details provided. Meanwhile, investors digested Germany’s latest inflation data matching its lowest level since May 2021, and below the market's 2.3% expectation, while closely monitoring corporate earnings. Attention also turned to the upcoming Federal Reserve two-day policy meeting, amid reduced expectations of interest rate cuts in 2024.

斯托克50指数周一完全抹去早盘涨幅，收于4983点，跌幅0.5%，受市场消化最新通胀数据和企业盈利后该指数权重板块下跌的压力。德国4月份的通货膨胀率保持在2.2%不变，略低于预期的2.3%，欧盟统一利率小幅升至2.4%，以宽松地保持欧洲央行此前6月份降息的信号。奢侈品巨头路威酩轩集团和爱马仕股价均下跌2%，对欧元区蓝筹股指数构成重大压力，而Inditex股价下跌1.7%。在科技股中，ASML和SAP的跌幅均超过1%。此外，尽管BBVA的净利润增长了19%，但仍下跌了0.8%，而Unicaja的净利润增加了两倍多，上涨了4%。与此同时，斯托克600指数收于509点，在英国权重股强劲交易日和飞利浦同意在美国就人身伤害案件达成11亿美元和解后飙升30%的支撑下，大盘收于509点。

The Stoxx 50 index fully erased early gains to close 0.5% lower at 4,983 on Monday, pressured by losses in heavyweight sectors of the index as markets digested the latest inflation data and corporate earnings. Inflation remained unchanged at 2.2% in Germany during April, slightly below the anticipated 2.3%, and the EU-harmonized rate rose slightly to 2.4% to loosely hold the ECB’s previous signals of a rate cut in June. Luxury giants LVMH and Hermes both tanked 2% to significantly pressure the Eurozone’s blue-chip index, while Inditex lost 1.7%. Among tech shares, ASML and SAP each dropped more than 1%. Additionally, BBVA slipped 0.8% despite posting a 19% jump in its net profits, while Unicaja climbed 4% after the bank's net profit more than tripled. In the meantime, the broader Stoxx 600 closed above the flatline at 509, supported by a strong session for British heavyweights and a 30% surge for Philips after agreeing to a $1.1 billion settlement in the US for personal injury cases.