周四,CAC 40指数下跌1.3%,收于7554点,连续第三天下跌,创下4月下旬以来的最低收盘点位,中东紧张局势升级,投资者纷纷寻求避险资产。周四早些时候,有报道称,在总统艾萨克·赫尔佐格最近誓言拆除德黑兰的核计划后,以色列袭击了伊朗的阿拉克重水反应堆,而有迹象表明,美国官员正在为潜在的军事打击做准备,这突出了美国更深入参与的前景。这种地缘政治的加剧对各个行业都产生了重大影响,其中豪宅和银行受到的打击最为严重。开云集团和爱马仕分别下跌3.2%和2.4%,而路威酩轩集团下跌2.5%,此前贝伦贝格警告称,中国对高端商品的需求可能仍然低迷。主要银行也表现不佳,法国巴黎银行下跌2.5%,法国农业信贷银行下跌2.6%,法国兴业银行下跌2.8%。
The CAC 40 tumbled 1.3% to close at 7,554 on Thursday, extending its losing streak to a third day and posting its lowest close since late April as escalating Middle East tensions sent investors scurrying for safe-haven assets. Early Thursday reports that Israel had struck Iran’s Arak heavy-water reactor, following President Isaac Herzog’s recent vow to dismantle Tehran’s nuclear program, were compounded by indications that US officials are preparing for a potential military strike, underscoring the prospect of deeper American engagement. This geopolitical crescendo weighed heavily across sectors, with luxury houses and banks hit hardest. Kering and Hermès declined 3.2% and 2.4%, respectively, while LVMH slid 2.5% after Berenberg cautioned that Chinese demand for high-end goods is likely to remain lackluster. Major lenders also faltered as BNP Paribas sank 2.5%, Credit Agricole fell 2.6% and Societe Generale eased 2.8%.