泛欧100指数 (Euronext100) 加自选

CAC 40指数周四跌至8150点，为10月15日以来的最低水平，投资者在繁忙的一天中浏览了企业盈利、央行发展和经济数据。Stellantis股价下跌超过10%，因第三季度收入基本符合预期，在过去一个月股价反弹21%后令人失望。尽管施耐德电气重申了其年度指引，但仍下跌了5%，因为有机增长和利润率增长预计将接近区间的下半部分。法国兴业银行下跌3.5%，此前其首席执行官拒绝承诺向股东分配更多过剩资本，而道达尔能源公司因第三季度业绩疲软而下跌3.2%。相比之下，空中客车公司在报告了一个稳健的季度并保持了2025年的前景后上涨了3%。在政策方面，欧洲央行保持利率稳定，并维持其通胀前景，而美联储警告称，12月降息并非板上钉钉。与此同时，法国第三季度GDP增长0.5%，超过了市场预期的0.1%。

The CAC 40 fell to 8,150 points on Thursday, its lowest level since October 15, as investors navigated a busy day of corporate earnings, central bank developments, and economic data. Stellantis dropped more than 10% as Q3 revenues broadly met expectations, disappointing after a 21% rebound in the stock over the past month. Schneider Electric slipped 5% despite reaffirming its annual guidance, as organic growth and margin gains are expected toward the lower half of the range. Societe Generale fell 3.5% after its CEO declined to commit to distributing more excess capital to shareholders, while TotalEnergies lost 3.2% on weaker Q3 results. In contrast, Airbus rose 3% after reporting a solid quarter and maintaining its 2025 outlook. On the policy front, the ECB kept interest rates steady and maintained its inflation outlook, while the Fed cautioned that a December rate cut is not guaranteed. Meanwhile, France’s GDP grew 0.5% in Q3, surpassing the market’s 0.1% expectation.