周一,CAC 40指数下跌0.3%,收于7665点,部分回吐了周五1.8%的涨幅,因为投资者在欧洲和美国之间重新出现贸易紧张局势的情况下变得更加谨慎。周末,特朗普总统重申,新关税的7月9日最后期限不会延长,并表示“那些想避免关税的人知道该怎么办”。该声明增加了对日本和加拿大等合作伙伴的压力。与此同时,上个月签署的美英贸易协定正式生效,中国报告了与美国达成的一项新协议的进展,该协议涵盖技术和农业,但关键问题仍未得到解决。市场现在正在等待明天公布的法国制造业采购经理人指数。在企业方面,Stellantis(-3.0%)、雷诺(-2.4%)和施耐德电气(-1.8%)均出现亏损,而欧莱雅(+2.2%)和泰雷兹(+1.6%)的表现优于其他公司。
The CAC 40 index fell 0.3% to close at 7,665 on Monday, giving back part of Friday’s 1.8% rally, as investor caution grew amid renewed trade tensions between Europe and the US. Over the weekend, President Trump reaffirmed that there will be no extension of the July 9th deadline for new tariffs, stating that “those who want to avoid tariffs know what to do”. The statement increased the pressure on partners such as Japan and Canada. Meanwhile, the US–UK trade deal signed last month officially came into effect, and China reported progress in a new agreement with the US, covering technology and agriculture, though key issues remain unresolved. The markets are now waiting for France's manufacturing PMI to be released tomorrow. On the corporate front, Stellantis (-3.0%), Renault (-2.4%), and Schneider Electric (-1.8%) posted losses, while L’Oréal (+2.2%) and Thales (+1.6%) outperformed.