CAC 40指数周五上涨0.8%,至7696点,连续第四个交易日上涨,达到2024年9月以来的最高水平。全球市场普遍存在积极情绪,因为欧洲和美国通胀的缓和增加了进一步降息的希望。投资者现在预计欧洲央行的立场将比美联储更为宽松。Stellantis NV飙升3.8%,尽管报告称2024年第四季度出货量同比下降9%。其他显著上涨的公司包括意法半导体、雷诺、威立雅环境、赛诺菲和Teleperformance,股价上涨1.6%至3.3%。相比之下,奢侈品股LVMH和爱马仕是唯一落后的,分别下跌0.7%和0.3%。与此同时,在唐纳德·特朗普即将于1月20日就任美国总统之前,投资者仍然保持谨慎,因为担心可能对欧洲经济体造成压力的潜在关税。本周,CAC 40指数有望连续第二周强劲上涨。
The CAC 40 rose 0.8% to 7,696 on Friday, marking its fourth consecutive session of gains and reaching its highest level since September 2024. Positive sentiment prevailed in global markets, as softening inflation in Europe and the U.S. raised hopes for further rate cuts. Investors are now expecting a more accommodative stance from the ECB than from the Fed. Stellantis NV surged 3.8%, despite reporting a 9% year-on-year decline in Q4 2024 shipments. Other notable gainers included STMicroelectronics, Renault, Veolia Environnement, Sanofi, and Teleperformance, with shares rising between 1.6% and 3.3%. In contrast, luxury stocks LVMH and Hermès were the only laggards, falling 0.7% and 0.3%, respectively. Meanwhile, investors remained cautious ahead of Donald Trump’s upcoming inauguration as U.S. President on January 20, amid concerns over potential tariffs that could weigh on European economies. For the week, the CAC 40 is on track to secure its second consecutive week of robust gains.