ASML shares rose 1.3% after reporting third-quarter results.

Jefferies global economist Mohit Kumar says geopolitical tensions and artificial intelligence remain the two primary drivers for financial markets. He warns the odds of a US-Iran agreement before November midterm elections have fallen — Jefferies, previously relatively optimistic, now judges even a temporary compromise unlikely. The firm flags a risk that US President Trump could order strikes after the midterms, raising the prospect of renewed escalation. Kumar says absent substantive diplomatic progress, heightened geopolitical uncertainty and post-midterm military-action risk are likely to remain market-moving factors.

摩根士丹利：将2027年中期MSCI欧洲指数目标上调至2840点，之前为2810点。