欧元/新加坡元 (EURSGD) 加自选

CAC 40指数周二上涨0.9%，收于7335点，从早盘下跌中反弹，但仍落后于地区同行，因为对美国汽车关税可能暂停的乐观情绪被奢侈品行业的大幅下跌部分抵消。特朗普总统的言论提振了投资者情绪，他建议暂时免除进口汽车和零部件的关税，让汽车制造商有更多时间扩大国内生产。Stellantis领涨，飙升6.6%，而包括安盛（+2.1%）、法国巴黎银行（+3%）、农业信贷银行（+2.2%）和法国兴业银行（+5%）在内的主要金融股也强劲上涨。然而，奢侈品股的大幅下跌缓和了涨势。路威酩轩集团股价下跌7.8%，徘徊在2020年12月以来的最低水平附近，此前该集团第一季度收入同比下降3%，与2%的增长预期相反。更广泛的行业也紧随其后，开云集团下跌5.2%，欧莱雅下跌2%。

The CAC 40 rose 0.9% to close at 7,335 on Tuesday, rebounding from early session losses but still lagging behind regional peers, as optimism over a potential pause in U.S. auto tariffs was partially offset by sharp declines in the luxury sector. Investor sentiment was lifted by President Trump’s remarks suggesting temporary exemptions on tariffs for imported vehicles and parts to allow automakers more time to expand domestic production. Stellantis led the advance, surging 6.6%, while major financials including AXA (+2.1%), BNP Paribas (+3%), Crédit Agricole (+2.2%), and Société Générale (+5%) also posted strong gains. However, the rally was tempered by steep losses in luxury stocks. LVMH tumbled 7.8%—hovering near its lowest level since December 2020—after posting a 3% year-over-year drop in Q1 revenue, contrary to expectations of a 2% increase. The broader sector followed suit, with Kering down 5.2% and L’Oréal slipping 2%.