欧元/人民币 (EURCNY) 加自选

CAC 40指数周二下跌近1%，至7670点左右，扭转了前一交易日的涨幅，中东地缘政治紧张局势不断升级，继续打压市场情绪。伊朗和以色列之间的战争进入了第五天，美国总统特朗普敦促伊朗人撤离德黑兰，理由是伊朗拒绝同意核协议。特朗普提前退出七国集团峰会，称其与停火谈判“无关”，这也增加了投资者的不确定性，限制了缓和局势的希望。在冲突中，石油供应问题再次出现，推高了通胀预期，进一步抑制了风险偏好。本周，人们的注意力转向了央行，在日本央行决定按兵不动后，美联储和英国央行预计将保持利率稳定。在企业方面，亏损几乎遍及所有行业，其中泰雷兹（-2%）、法国巴黎银行（-1.9%）和开云集团（-1.8%）领涨。

The CAC 40 index dropped almost 1% to around 7,670 on Tuesday, reversing gains from the previous session as escalating geopolitical tensions in the Middle East continued to weigh on sentiment. The war between Iran and Israel entered its fifth day, with US President Trump urging Iranians to evacuate Tehran, citing Iran’s refusal to agree to a nuclear deal. Trump’s early departure from the G7 summit—stating it had “nothing to do” with ceasefire talks—also added to investor uncertainty, limiting hopes for de-escalation. Amid the conflict, oil supply concerns resurfaced, lifting inflation expectations and further dampening risk appetite. Attention now turns to central banks this week, with the Fed and BoE expected to hold rates steady, following the BOJ’s decision to stand pat. On the corporate side, losses spread across nearly all sectors, led by Thales (-2%), BNP Paribas (-1.9%), and Kering (-1.8%).