周一,CAC 40指数上涨0.7%,收于7740点,打破了连续三个交易日的下跌记录,受中东紧张局势可能缓解的迹象支撑。伊朗表示愿意缓和与以色列的冲突,缓解了对更广泛地区战争的担忧,市场情绪有所改善。在此背景下,投资者对美国关税政策和美国可能参与冲突的担忧仍然存在,但地缘政治风险的降低有助于推高股市。现在,人们的注意力转向了即将召开的七国集团峰会,贸易、安全和全球经济韧性将成为主要议题。在企业板块,开云集团的强劲表现领涨,在首席执行官更换后上涨11.7%,重振了投资者的乐观情绪,法国兴业银行(3.2%)和阳狮集团(3.0%)也领涨。另一方面,日产计划减持雷诺股份的消息传出后,雷诺股价下跌8.7%。
The CAC 40 index rose 0.7% to close at 7,740 on Monday, breaking a three-session losing streak, supported by signs of a possible easing of tensions in the Middle East. Market sentiment improved after Iran signaled a willingness to de-escalate its conflict with Israel, easing fears of a wider regional war. In this context, investors' apprehension about US tariff policy and possible American involvement in the conflict remains, but the decrease in geopolitical risk has helped push stocks higher. Attention now turns to the upcoming G7 summit, where trade, security and global economic resilience will be the main topics. In the corporate sector, gains were led by the strong performance of Kering, which rose 11.7% after a change of CEO, reviving investor optimism, SocGen (3.2%) and Publicis (3.0%). On the other hand, Renault fell 8.7% after news that Nissan plans to reduce its stake in the French carmaker.