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Story summary
- The Stoxx Europe 600 index rose 11% in 2026 and posted its longest daily-gain streak since June.
- Bank of America’s survey shows fund managers overweight European equities at 2%, up from 15% underweight in June.
- ASML Holding NV and Infineon Technologies AG each jumped over 60% in 2026, driving the Stoxx 600.
- The Stoxx 600 trades at 15 times forward earnings, the smallest S&P 500 discount in four years.
