法国3个月期国债 (France3M) 加自选

法国马克龙：伊朗对该地区的不稳定负有重大责任。法国总统马克龙：伊朗对该地区的不稳定负有重大责任。我们不能生活在一个伊朗拥有核武器的世界里。

France's Macron: Iran carries heavy responsibility the destabilization of the region.France's Macron: Iran carries heavy responsibility in the destabilization of the region. We cannot live in a world where Iran has nuclear weapons.

周五，CAC 40指数下跌1.1%，收于7684点，连续第三个交易日下跌，每周大幅下跌，中东紧张局势升级拖累全球市场。周五早些时候，以色列对伊朗发动了大规模空袭，袭击了军事和核目标，并在警告即将进行报复的情况下宣布进入紧急状态。伊朗国家媒体报道称，革命卫队指挥官侯赛因·萨拉米可能死亡，但未得到证实。德黑兰誓言对以色列和美国做出严厉回应，尽管华盛顿表示，这些袭击是以色列自卫的独立行动。在国内经济方面，最终估计证实，年通货膨胀率从3月和4月的0.8%降至2025年5月的0.7%，达到2021年2月以来的最低水平。在股票中，Stellantis（-3.5%）、Accor（-3.4%）和Teleperformance（-2.9%）的跌幅最大，而Engie（1.3%）和Orange（1.0%）上涨。

The CAC 40 index fell 1.1% to close at 7,684 on Friday, marking a third consecutive session of losses and a sharp weekly drop, as escalating tensions in the Middle East weighed on global markets. Early Friday, Israel launched large-scale airstrikes against Iran, hitting military and nuclear targets, and declared a state of emergency amid warnings of imminent retaliation. Iranian state media reported, without confirmation, the possible death of Revolutionary Guard commander Hossein Salami. Tehran vowed a harsh response against Israel and the US, though Washington said the strikes were Israel's independent action in self-defense. On the domestic economic front, final estimates confirmed that the annual inflation rate fell to 0.7% in May 2025, from 0.8% in March and April, reaching the lowest level since February 2021. Among stocks, Stellantis (-3.5%), Accor (-3.4%) and Teleperformance (-2.9%) posted the steepest losses, while Engie (1.3%) and Orange (1.0%) advanced.

在巴黎，CAC 40指数周五下跌80点，跌幅1.04%。领跌的是Stellantis NV（-3.59%）、雅高（-3.35%）和Teleperformance SE（-2.78%）。

In Paris, the CAC 40 Index fell 80 points or 1.04 percent on Friday. Leading the losses are Stellantis NV (-3.59%), Accor (-3.35%) and Teleperformance SE (-2.78%).

法国10年期OAT收益率在触及一周低点3.161%后微涨至3.20%以上，因投资者权衡地缘政治风险加剧和贸易紧张局势加剧。以色列对伊朗进行了通宵打击，目标是核设施和高级官员，称这次行动对于应对生存威胁至关重要。作为回应，伊朗发射了数百架无人机，并警告可能进行进一步报复。与此同时，在美国总统唐纳德·特朗普宣布计划致函主要贸易伙伴，概述新的单边关税提案后，贸易战担忧再次出现。在政策方面，欧洲央行官员最近的言论增强了人们对该行宽松周期可能暂停的预期，因为该行正在监测美国贸易行动的影响。

France’s 10-year OAT yield inched above 3.20% after hitting a one-week low of 3.161%, as investors weighed intensifying geopolitical risks and renewed trade tensions. Israel carried out overnight strikes on Iran, targeting nuclear facilities and senior officials, describing the operation as essential to counter an existential threat. In response, Iran launched hundreds of drones and warned of possible further retaliation. At the same time, trade war concerns reemerged after US President Donald Trump announced plans to send letters to key trading partners outlining new unilateral tariff proposals. On the policy front, recent comments from European Central Bank officials reinforced expectations of a potential pause in the bank’s easing cycle as it monitors the fallout from US trade actions.