欧元/新加坡元 (EURSGD) 加自选

周四，CAC 40指数上涨1%，收于7709点，与同行持平，投资者对一系列乐观的企业盈利表示欢迎，并对美国对欧盟商品征收新的互惠关税的影响不屑一顾，欧盟商品目前面临15%的征税。在交易员将新的外交谈判解读为局势缓和的迹象后，乌克兰-俄罗斯冲突取得突破的希望再次燃起，进一步支撑了反弹。施耐德电气是表现最好的公司之一，上涨2.2%，其次是金融巨头安盛和法国兴业银行，分别上涨2%和2.1%。与此同时，表现最佳的雅高（5.6%）、安赛乐米塔尔（4.3%）和Stellantis（3.6%）均大幅上涨，领涨指数。相比之下，泰雷兹股价下跌3%，因为如果战争减弱，国防开支似乎将有所缓解。在经济方面，法国6月份的贸易逆差保持在76亿欧元的八个月高点，此前出口增长3.4%，达到506亿欧元，进口增长2.9%，达到583亿欧元，原因是机械和能源采购增加。

The CAC 40 rose 1% to close at 7 709 on Thursday, aliging with its peers as investors cheered a string of upbeat corporate earnings and shrugged off the impact of new US reciprocal tariffs on EU goods, which now face a 15% levy. Renewed hopes for a breakthrough in the Ukraine–Russia conflict further underpinned the rally after traders interpreted fresh diplomatic talks as a sign of de-escalation. Schneider Electric was among top performers adding 2.2%, followed by financial giants AXA and Societe Generale adding 2% and 2.1%. Meanwhile, top performers Accor (5.6%), ArcelorMittal (4.3%), and Stellantis (3.6%) all surged leading the index higher. By contrast Thales fell 3% as defence spending appeared set to ease if the war wanes. On the economic front France’s trade deficit held at an eight-month high of € 7.6 billion in June after exports rose 3.4% to € 50.6 billion and imports increased 2.9% to € 58.3 billion amid higher machinery and energy purchases.