CAC 40指数周四微涨0.3%，至7874点，延续了前一交易日的显著涨幅，因人们对潜在的美欧贸易协定越来越乐观。报告显示，欧盟即将达成一项协议，对美国出口征收15%的关税。市场参与者也在密切关注欧洲央行今天晚些时候的政策公告，预计在最近的一系列降息之后，利率不会发生变化。与此同时，财报季仍然是关注的焦点。银行股表现最佳，法国巴黎银行股价上涨2.4%，法国兴业银行股价上涨1.5%，法国农业信贷银行股价上涨1.4%，这得益于法国巴黎银行优于预期的收入和盈利报告。不利的一面是，意法半导体是当天表现最差的公司，该公司股价下跌4.9%，此前该芯片制造商报告了比预期更糟糕的第二季度亏损，对下一季度的销售额下降做出了悲观预测，并警告美国关税的持续影响。
The CAC 40 edged up 0.3% to 7,874 on Thursday, extending notable gains from the previous session amid growing optimism surrounding a potential US-EU trade agreement. Reports indicate that the EU is nearing a deal that would introduce 15% tariffs on exports to the US. Market participants are also keeping a close eye on the ECB's policy announcement later today, with no changes to interest rates anticipated following a recent series of cuts. Meanwhile, earnings season remained in focus. Banking stocks were among the top performers, with BNP Paribas jumping 2.4%, Société Générale rising 1.5%, and Crédit Agricole gaining 1.4%, buoyed by BNP Paribas’ stronger-than-expected revenue and earnings report. On the downside, STMicroelectronics was the session's worst performer, with shares falling 4.9% after the chipmaker reported a worse-than-expected Q2 loss, issued a bleak forecast for another quarter of declining sales, and warned of the ongoing impact of US tariffs.
