CAC 40指数周一下跌0.3%，至7800点左右，此前该指数在前一交易日有所停顿，因为在美欧贸易持续发展的情况下，投资者情绪仍然谨慎。美国和欧盟之间的贸易谈判尚未显示出明显的突破，双方都保持着坚定的立场。报道显示，如果美国从8月1日开始对欧洲进口商品征收30%的关税，欧盟正在准备报复性关税。与此同时，由于对美国提高关税可能对欧元区经济产生影响的持续担忧，人们普遍预计欧洲央行将在周四保持利率稳定。在企业方面，Stellantis股价下跌超过1.8%，此前该汽车制造商警告称，预计2025年上半年将出现23亿欧元的净亏损。跌幅最大的包括爱马仕（-0.7%）、空中客车公司（1.4%）和法国巴黎银行（-1.2%）。

The CAC 40 index slid 0.3% to around 7,800 on Monday, following a pause in the previous session, as investor sentiment remained cautious amid ongoing US- EU trade developments. Trade talks between the US and European Union show no clear breakthrough yet, with both sides maintaining firm positions. Reports indicate the EU is preparing retaliatory tariffs should the US impose its planned 30% tariff on European imports starting August 1. Meanwhile, the broader European Central Bank is widely anticipated to keep interest rates steady on Thursday, amid persistent concerns about the possible impact of higher US tariffs on the eurozone economy. On the corporate front, Stellantis dropped over 1.8% after the automaker warned it expects to report a €2.3 billion net loss for the first half of 2025. Top decliners include Hermes (-0.7%), Airbus SE (1.4%), and BNP Paribas (-1.2%).

CAC 40指数周五微涨至7823点，连续第二周巩固涨幅，金融和工业股的强势抵消了奢侈品的逆风，同时关注美国和欧盟贸易谈判的进展。银行权重股安盛领涨金融股，上涨0.9%，紧随其后的是法国巴黎银行和法国农业信贷银行，各上涨约0.7%，而罗格朗在上调全年销售预期后飙升2.6%，创下历史新高。相反，奢侈品巨头路威酩轩集团（-0.9%）、爱马仕（-1.1%）和欧莱雅（-0.4%）在时尚和美容领域的同比比较中表现不佳。这种均衡的行业表现支撑了该指数的弹性，实现了连续第二周上涨。

The CAC 40 closed marginally higher at 7,823 on Friday, cementing its gains for a second straight week as strength in financials and industrials offset headwinds in luxury, while monitoring developments in trade talks between the US and the European Union. Bank heavyweight AXA led financials with a 0.9% rise, closely followed by BNP Paribas and Crédit Agricole, each up about 0.7%, while Legrand surged 2.6% to a record high after raising its full-year sales guidance. Conversely, luxury titans LVMH (-0.9%), Hermès (-1.1%) and L’Oréal (-0.4%) underperformed amid tougher year-on-year comparisons in fashion and beauty. This balanced sector performance underpinned the index’s resilience, delivering its second consecutive weekly advance.

CAC 40指数周五上涨0.4%，至7856点，延续了前一交易日的涨幅，有望连续第二周上涨，因为投资者在关注美国和欧盟贸易谈判进展的同时评估了新一轮的企业盈利和新闻。维旺迪以5.6%的涨幅领涨该指数，达到2002年5月以来的最高水平，此前法国金融市场管理局要求博洛雷对该媒体集团进行强制收购。此外，Legrand股价上涨2.2%，创下历史新高，此前该公司宣布投资2200万欧元扩大数据中心市场的产能。此外，奢侈品股也推动了市场的上涨，开云集团上涨1.6%，路威酩轩集团上涨0.9%，爱马仕上涨0.7%，此前英国同行博柏利的季度销售额强于预期，提振了整个奢侈品领域的投资者情绪。

The CAC 40 rose 0.4% to 7,856 on Friday, extending gains from the previous session and on track for its second consecutive weekly gain, as investors assessed a fresh round of corporate earnings and news while monitoring developments in trade talks between the US and the European Union. Vivendi led the index with a 5.6% surge, reaching its highest level since May 2002 after the French financial markets authority required Bolloré to launch a mandatory takeover bid for the media group. In addition, Legrand gained 2.2% to hit a new all-time high after announcing a €22 million investment to expand its production capacity for the data center market. Moreover, luxury stocks contributed to the market's advance, with Kering rising 1.6%, LVMH adding 0.9%, and Hermès gaining 0.7%, following stronger-than-expected quarterly sales from UK peer Burberry, which boosted investor sentiment across the luxury segment.

在巴黎，CAC 40指数周四上涨100点，涨幅1.29%。涨幅最大的是罗格朗（8.67%）、施耐德电气（7.65%）和圣戈班（3.26%）。

In Paris, the CAC 40 Index rose 100 points or 1.29 percent on Thursday. Leading the gains are Legrand (8.67%), Schneider Electric (7.65%) and Saint-Gobain (3.26%).