法国10年期政府债券的收益率在3.45%左右几乎没有变化，保持在10月中旬以来的最高水平附近，并跟随欧洲更广泛的趋势。在乐观地认为美国政府关门可能很快结束后，风险偏好上升，市场情绪有所改善。在欧洲，预计欧洲央行将在今年剩余时间保持借贷成本不变，2026年12月的存款利率预计为1.9%，2027年3月为1.95%，而目前为2.0%。市场预计2026年9月降息25个基点的可能性为40%。在法国，预算谈判仍在继续，国民议会批准了2026年社会保障融资法案（PLFSS）的收入部分。这使立法者能够继续讨论关键条款，包括暂停养老金改革的条款，这是塞巴斯蒂安·莱科尔努总理的一项重大让步，旨在安抚社会党（PS）并避免不信任投票。

The yield on France’s 10-year government bond was little changed around 3.45%, holding near its highest level since mid-October and tracking broader European trends. Sentiment improved amid rising risk appetite following optimism that the US government shutdown could soon end. In Europe, the ECB is expected to keep borrowing costs unchanged for the rest of the year, with the deposit rate projected at 1.9% in December 2026 and 1.95% in March 2027, compared with 2.0% currently. Markets are pricing in a 40% probability of a 25-basis-point rate cut in September 2026. In France, budget talks continued, with the National Assembly approving the revenue section of the 2026 Social Security Financing Bill (PLFSS). This allows lawmakers to proceed to key articles, including one that would suspend the pension reform, a major concession by Prime Minister Sébastien Lecornu aimed at appeasing the Socialist Party (PS) and avoiding a vote of no confidence.

在巴黎，CAC 40指数周一上涨75点，涨幅0.94%。涨幅最大的是雅高（2.40%）、凯捷（2.37%）和法国兴业银行（2.34%）。跌幅最大的是Orange（-0.60%）、达能（-0.46%）和ENGIE（-0.09%）。

In Paris, the CAC 40 Index is gaining 75 points or 0.94 percent on Monday. Leading the gains are Accor (2.40%), Cap Gemini (2.37%) and Societe Generale (2.34%). Top losers are Orange (-0.60%), Danone (-0.46%) and ENGIE (-0.09%).

CAC 40指数周一上涨1%，至8025点，从上周创下的三周低点反弹，人们乐观地认为，美国政府长期停摆可能很快就会结束，目前持续40多天，是美国历史上最长的停摆。周日，美国参议院通过了一项措施，为联邦机构的重新开放铺平了道路。与此同时，对上周引发抛售的人工智能估值过高的担忧有所消退。凯捷、达索系统和法国兴业银行领涨，各上涨2%以上。在其子公司Satair宣布收购总部位于美国的二手和在役飞机零部件供应商Unical Aviation后，空中客车公司股价上涨了1%以上。

The CAC 40 climbed 1% to 8,025 points on Monday, rebounding from three-week lows reached last week, amid optimism that the prolonged US government shutdown, now lasting more than 40 days, the longest in US history, may soon come to an end. On Sunday, the US Senate passed a measure paving the way for the reopening of federal agencies. At the same time, fears over inflated AI valuations that had fueled last week’s selloff subsided. Capgemini, Dassault Systèmes, and Société Générale led the gains, each rising more than 2%. Airbus added over 1% after its subsidiary Satair announced an agreement to acquire Unical Aviation, a US-based supplier of used and in-service aircraft parts and components.

法国10年期政府债券收益率升至3.48%，为2025年10月以来的最高水平。在过去的4周里，法国10年期债券收益率下降了4.90个基点，在过去的12个月里，它上升了34.65个基点。

France 10 Year Government Bond Yield increased to 3.48%, the highest since October 2025. Over the past 4 weeks, France 10Y Bond Yield lost 4.90 basis points, and in the last 12 months, it increased 34.65 basis points.