巴黎CAC 40指数周二上涨0.6%，至8100点，延续了第二个交易日的涨幅，并从上周触及的三周低点反弹，尽管由于假期，交易量仍然很小。在周日叛逃的民主党人和一些共和党人达成协议后，美国参议院以60票赞成、40票反对通过了一项法案，结束美国历史上最长的政府停摆的希望越来越大。在个股中，LVMH股价上涨超过2%，此前彭博社报道称，该奢侈品集团计划于12月在中国开设大型门店，并考虑在该地区进一步扩张。

The Paris CAC 40 climbed 0.6% to 8,100 on Tuesday, extending gains for a second session and rebounding from three-week lows hit last week, although trading volumes remained light due to the holiday. Hopes for ending the longest government shutdown in US history grew after the US Senate voted 60-40 to pass a bill, following a Sunday agreement between defecting Democrats and some Republicans. Among individual stocks, LVMH shares jumped over 2% after Bloomberg reported the luxury group plans to open major stores in China in December and is considering further expansion in the region.

在巴黎，CAC 40指数周一上涨119点，涨幅1.50%。凯捷资本（4.18%）、法国兴业银行（3.93%）和开云集团（3.65%）领涨。

In Paris, the CAC 40 Index gained 119 points or 1.50 percent on Monday. Gains were led by Cap Gemini (4.18%), Societe Generale (3.93%) and Kering (3.65%).

CAC 40指数周一上涨1.3%，收于8056点，从三周低点反弹，因为人们越来越乐观地认为，在参议院通过一项重新开放联邦机构的措施后，美国政府关闭40天，这是历史上最长的一次。对上周引发抛售的人工智能估值过高的担忧也有所缓解，提升了风险偏好。法国兴业银行（4.1%）、凯捷集团（4.1%）和开云集团（3.5%）领涨。空中客车公司股价上涨1.5%，此前其子公司Satair同意收购总部位于美国的二手和在役飞机零件供应商Unical Aviation。

The CAC 40 climbed 1.3% to close at 8,056 on Monday, rebounding from three-week lows as optimism grew that the 40-day US government shutdown, the longest in history, may soon end after the Senate passed a measure to reopen federal agencies. Fears over inflated AI valuations that fueled last week’s selloff also eased, lifting risk appetite. Société Générale (4.1%), Capgemini (4.1%), and Kering (3.5%) led the gains. Airbus added 1.5% after its subsidiary Satair agreed to acquire Unical Aviation, a US-based supplier of used and in-service aircraft parts.

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.