资金回流欧洲股市，贝莱德7月欧洲股票产品获44亿美元流入

Odaily News: Over the past week, major European stock indices have continued to hit record highs, including the Stoxx Europe 600, Germany's DAX, the UK's FTSE 100, and France's CAC 40.

FactSet data shows that companies in the Stoxx Europe 600 are expected to report a 22% year-on-year increase in second-quarter profits, marking the best earnings growth performance since 2022. Bloomberg data indicates that European stock ETF flows turned net positive in July for the first time since the U.S.-Iran conflict began at the end of February. Meanwhile, BlackRock stated that its European stock products attracted $4.4 billion in inflows during July.

Marina Zavolock, European equity strategist at Morgan Stanley, noted that recent strong earnings have boosted investor interest in "diversified allocation" to European stocks. Following a sharp sell-off in global semiconductor stocks in July, investors have turned their attention back to European markets, as European market returns are less dependent on technology and AI stocks. (FT)