周五,巴黎CAC 40指数下跌0.6%,至7770点,受企业盈利令人失望、对欧洲央行政策宽松的预期降低以及欧盟-美国贸易谈判的不确定性挥之不去的拖累。LVMH下滑1.5%,其第二季度销售额略低于分析师预期,给更广泛的奢侈品行业增加了压力。与此同时,意法半导体再次暴跌15%,延续了周四的大幅下跌,此前该公司未达到第二季度盈利预期,并因重组费用而出现营业亏损。在政策方面,投资者已经减少了对欧洲央行今年进一步降息的押注。此前,在持续的贸易风险和通胀率回升至2%的目标下,欧洲央行一年来首次保持利率稳定,拉加德总统表示,欧元区处于“良好状态”
Paris' CAC 40 fell 0.6% to 7,770 on Friday, weighed down by disappointing corporate earnings, reduced expectations for ECB policy easing, and lingering uncertainty over EU–US trade negotiations. LVMH slipped 1.5%, as its second-quarter sales came in slightly below analyst expectations, adding pressure to the broader luxury sector. Meanwhile, STMicroelectronics plunged another 15%, extending Thursday’s sharp decline, after missing second-quarter earnings estimates and posting an operating loss due to restructuring charges. On the policy front, investors have scaled back bets on further ECB rate cuts this year, after the central bank kept rates steady for the first time in a year amid persistent trade risks and inflation returning to its 2% target, with President Lagarde saying the bloc was in "a good place."