CAC 40指数周二上涨0.5%，收于7920点以上，收复了前一交易日的部分失地，这得益于对潜在的俄罗斯-乌克兰和平协议的乐观情绪。在白宫与欧洲领导人会晤后，美国总统特朗普承诺在任何协议中支持乌克兰的安全，预计将在10天内提供正式保证，此后市场情绪有所改善。德国总理弗里德里希·梅尔茨后来证实，乌克兰总统泽连斯基和俄罗斯总统普京将在两周内会晤，特朗普预计将参加三方峰会，启动直接谈判。与此同时，在本周的美联储杰克逊霍尔研讨会上，人们仍持谨慎态度，鲍威尔主席可能会就政策方向和全球潜在影响提供线索。在企业方面，LVMH（1%）、爱马仕（0.7%）和欧莱雅（0.7%）领涨，而国防类股下跌近1%，受俄乌战争可能缓和的迹象的压力。

The CAC 40 index rose 0.5% to above 7,920 on Tuesday, recovering part of the previous session’s setback, supported by optimism over a potential Russia–Ukraine peace deal. Sentiment improved after US President Trump pledged to support Ukraine’s security in any agreement, following a White House meeting with European leaders where formal guarantees are expected within 10 days. German Chancellor Friedrich Merz later confirmed that Ukrainian President Zelenskiy and Russian President Putin are set to meet within two weeks, with Trump expected to join in a three-way summit to launch direct negotiations. Meanwhile, caution lingered over this week’s Federal Reserve’s Jackson Hole symposium, where Chair Powell may offer hints on policy direction and potential impacts globally. On the corporate front, gains were led by LVMH (1%), Hermes (0.7%), and Loreal (0.7%), while defense stocks dropped nearly 1%, pressured by signs of possible de-escalation in the Russian-Ukraine war.

在巴黎，CAC 40指数周一下跌42点，跌幅0.53%。领跌的是威立雅（-2.19%）、法国农业信贷银行（-1.87%）和法国巴黎银行（-1.68%）。涨幅最大的是泰雷兹（1.64%）、Unibail-Rodamco（1.07%）和赛诺菲（0.82%）。

In Paris, the CAC 40 Index fell 42 points or 0.53 percent on Monday. Leading the losses are Veolia (-2.19%), Credit Agricole (-1.87%) and BNP Paribas (-1.68%). Top gainers were Thales (1.64%), Unibail Rodamco (1.07%) and Sanofi (0.82%).

周一，CAC 40指数下跌0.5%，收于7885点以下，结束了四个交易日的反弹，因为投资者在美国货币政策的关键一周之前变得谨慎，并密切关注乌克兰的和平谈判。焦点转移到美联储杰克逊霍尔研讨会上，鲍威尔主席可能会就利率前景提供指导。与此同时，乌克兰总统泽连斯基将与欧盟委员会主席乌尔苏拉·冯德莱恩、法国总统埃马纽埃尔·马克龙和北约秘书长马克·吕特一起在华盛顿会见美国总统唐纳德·特朗普。会谈旨在推进与俄罗斯的和平框架，尽管人们仍然担心基辅可能会被迫做出让步。特朗普在与俄罗斯总统弗拉基米尔·普京会谈后发誓要推动迅速解决，普京没有停火，但表示对美国和欧洲对乌克兰的安全保障持开放态度。在企业方面，空客（-1.1%）、路威酩轩集团（-0.7%）、欧莱雅（-0.6%）和道达尔能源（-0.5%）领跌。

The CAC 40 slipped 0.5% to below 7,885 on Monday, ending a four-session rally, as investors turned cautious ahead of a pivotal week for US monetary policy and closely tracked peace talks over Ukraine. Focus shifted to the Federal Reserve’s Jackson Hole symposium, where Chair Powell may offer guidance on the rate outlook. Meanwhile, Ukrainian President Zelenskiy is set to meet US President Donald Trump in Washington alongside European Commission President Ursula von der Leyen, French President Emmanuel Macron, and NATO Secretary General Mark Rutte. The talks seek to advance a peace framework with Russia, though concerns linger that Kyiv could be pressured into concessions. Trump vowed to push for a quick settlement after talks with Russian President Vladimir Putin, who stopped short of a ceasefire but signaled openness to security guarantees for Ukraine from the US and Europe. On the corporate front, Airbus (-1.1%), LVMH (-0.7%), L’Oréal (-0.6%), and TotalEnergies (-0.5%) led losses.

法国10年期政府债券收益率升至3.47%，为2025年4月以来的最高水平。过去4周，法国10年期债券收益率上涨8.34个基点，过去12个月上涨48.44个基点。

France 10 Year Government Bond Yield increased to 3.47%, the highest since April 2025. Over the past 4 weeks, France 10Y Bond Yield gained 8.34 basis points, and in the last 12 months, it increased 48.44 basis points.