CAC 40指数周二上涨0.6%，至7845点左右，弥补了前一交易日的部分跌幅，EssilorLuxottica领涨。这家法国-意大利眼镜巨头的股价上涨超过5%，此前该公司报告上半年营业利润有所增长，成功抵消了与关税相关的不利因素。其他显著上涨的公司包括空客（1.3%）、施耐德电气（0.7%）和赛峰集团（1.9%）。另一方面，爱马仕（-0.2%）和路威酩轩集团（-1.3%）等奢侈品股也面临压力。与此同时，投资者继续评估新签署的美欧贸易协定，该协定在法国引发了批评，并引发了人们的担忧，即该协定有利于美国，但对欧元区经济几乎没有支持。德国总理默茨和其他人也警告称，欧洲出口商和更广泛的增长可能面临下行风险。

The CAC 40 index rose 0.6% to around 7,845 on Tuesday, recouping some losses from the previous session, with gains in EssilorLuxottica leading the advance. Shares of the Franco-Italian eyewear giant jumped over 5% after the company reported a rise in first-half operating profit, managing to offset tariff-related headwinds. Other notable gainers included Airbus (1.3%), Schneider Electric (0.7%), and Safran (1.9%). On the flipside, luxury stocks were under pressure, such as Hermes (-0.2%) and LVMH (-1.3%). Meanwhile, investors continued to assess the newly signed US-EU trade pact, which has sparked criticism in France and raised concerns that the deal favors the US while offering little support for the eurozone economy. German Chancellor Merz and others also warned of potential downside risks for European exporters and broader growth.

在巴黎，CAC 40指数周二上涨44点，涨幅0.56%。依视路（5.48%）、赛峰集团（2.21%）和空中客车（1.75%）领涨。最大的输家是Stellantis NV（-4.55%）、LVMH（-1.40%）和Edenred（-0.89%）。

In Paris, the CAC 40 Index is picking up 44 points or 0.56 percent on Tuesday. Gains are led by Essilor (5.48%), Safran (2.21%) and Airbus (1.75%). Biggest losers are Stellantis NV (-4.55%), LVMH (-1.40%) and Edenred (-0.89%).

法国葡萄酒和烈酒联合会松了一口气，但未来几天至关重要。。虽然该协议包括对汽车、半导体和药品等大多数欧盟商品征收15%的基本关税，但公开报道和官方评论表明，农产品，特别是葡萄酒和烈酒，被故意排除在关税清单之外，这可能是为了避免消费者的强烈反对，并保护跨大西洋文化贸易。

French wine and spirits federation are relieved but coming days are crucial..While the deal includes a 15% base tariff on most EU goods such as cars, semiconductors, and pharmaceuticals, public reporting and official comments suggest that agricultural products—specifically wine and spirits—were deliberately excluded from the tariff list, likely to avoid consumer backlash and preserve transatlantic cultural trade.

巴黎CAC 40指数周一收跌0.4%，收于7806点，盘中早些时候曾上涨0.9%，因对美欧贸易协定的初步乐观情绪消退，人们对该协议的影响产生担忧。该协议对欧盟对美国的大部分出口产品（包括汽车、半导体和药品）征收15%的基本关税，而欧盟已承诺购买价值7500亿美元的美国能源和额外军事装备。虽然该协议提供了一些清晰度，但最终条款的不确定性引发了欧洲领导人的担忧。在单一股票中，泰雷兹（-4.5%）、欧陆科学（-4.3%）、保乐力加（-3.6%）、开云（-2.6%）和Stellantis（-2.6%）的表现最差。然而，意法半导体股价上涨2.9%，特斯拉向三星订购数十亿美元的订单进一步提振了股价。其他显著上涨的股票包括TotalEnergies（+2.2%）、米其林（+1.3%）、罗格朗（+1.0%）和凯捷（+0.6%）。

Paris’ CAC 40 gave up early gains to close 0.4% lower at 7,806 points on Monday, after rising as much as 0.9% earlier in the session, as initial optimism over the US-EU trade agreement faded and concerns emerged over the deal’s implications. The agreement introduces a 15% base tariff on most EU exports to the US—including automobiles, semiconductors, and pharmaceuticals—while the EU has committed to purchasing $750 billion worth of US energy and additional military equipment. While the deal offered some clarity, lingering uncertainty over the final terms has sparked concerns among European leaders. Among single stocks, Thales (-4.5%), Eurofins Scientific (-4.3%), Pernod Ricard (-3.6%), Kering (-2.6%), and Stellantis (-2.6%) were among the worst performers. However, STMicroelectronics jumped 2.9%, further lifted by a multi-billion dollar order from Tesla to Samsung. Other notable gainers included TotalEnergies (+2.2%), Michelin (+1.3%), Legrand (+1.0%), and Capgemini (+0.6%).