巴黎CAC 40指数周二小幅下跌0.2%，至7880点，此前该指数连续六个交易日上涨，达到8月22日以来的最高水平。投资者的注意力转向了从今天开始的美联储为期两天的政策会议，市场普遍预计将降息25个基点，这是9个月来的首次降息。在个人投资者中，法国巴黎银行下跌0.2%，尽管重申了看涨的前景，预计到2025年净收入将超过122亿欧元，到2026年的ROTE目标为12%，这得益于强劲的势头和稳健的第二季度业绩。开云集团上涨1.7%，凯捷集团上涨0.8%，泰雷兹集团上涨0.7%。不利的一面是，欧莱雅下跌2.3%，此前杰富瑞将这家法国化妆品巨头的评级从“持有”下调至“表现不佳”。必维国际检验集团下跌1.9%，Teleperformance下跌0.3%。

Paris’s CAC 40 edged down 0.2% to 7,880 on Tuesday, pausing after a six-session winning streak that pushed the index to its highest level since August 22. Investor focus shifted to the US Federal Reserve’s two-day policy meeting beginning today, with markets broadly expecting a 25-basis-point rate cut—the first in nine months. Among individual movers, BNP Paribas slipped 0.2% despite reaffirming a bullish outlook, projecting net income above €12.2 billion by 2025 and targeting a 12% ROTE by 2026, supported by strong momentum and solid Q2 results. Kering gained 1.7%, Capgemini rose 0.8%, and Thales advanced 0.7%. On the downside, L’Oréal fell 2.3% after Jefferies downgraded the French cosmetics giant’s rating from “Hold” to “Underperform.” Bureau Veritas lost 1.9%, and Teleperformance eased 0.3%.