巴黎CAC 40指数下跌0.4%,至7930点左右,前一交易日下跌1.4%,因为政治不确定性继续笼罩着欧洲第二大经济体。法国总理塞巴斯蒂安·勒科尔努在上任仅27天后突然辞职,成为第五共和国历史上任职时间最短的总理。尽管他辞职了,但总统埃马纽埃尔·马克龙(Emmanuel Macron)委托他今天进行为期两天的“最后谈判”,以找到解决政治僵局的办法,恢复国家的“稳定”。在个股中,银行业拖累市场走低,法国兴业银行下跌0.8%,法国农业信贷银行下跌0.6%,法国巴黎银行下跌0.9%。在其他地方,芯片股意法半导体下跌1.2%,尽管有消息称AMD和OpenAI之间达成了数十亿美元的芯片供应协议。另一方面,LVMH股价上涨1.7%,开云集团股价上涨2%,此前摩根士丹利将两家公司的评级从“同等权重”上调至“增持”。
The Paris CAC 40 fell 0.4% to around 7,930, following a 1.4% drop in the previous session, as political uncertainty continues to loom over Europe’s second-largest economy. French Prime Minister Sébastien Lecornu abruptly resigned after just 27 days in office, becoming the shortest-serving prime minister in the history of the Fifth Republic. Despite his resignation, President Emmanuel Macron has tasked him with conducting two days of “final negotiations” today to find a solution to the political deadlock and restore “stability” to the country. Among individual shares, the banking sector dragged the market lower, with Societe Generale down 0.8%, Credit Agricole 0.6%, and BNP Paribas 0.9%. Elsewhere, chip stock STMicroelectronics declined 1.2%, even after news of a multi-billion-dollar chip supply agreement between AMD and OpenAI. On the other hand, LVMH shares rose 1.7% and Kering advanced 2% after Morgan Stanley upgraded its rating on both companies to “overweight” from “equal weight".