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%).

在巴黎，CAC 40指数下跌了101点。泰雷兹（-2.27%）、法国巴黎银行（-2.13%）和开云集团（-2.09%）领跌。

In Paris, the CAC 40 Index is dropping 101 points. Leading the losses are Thales (-2.27%), BNP Paribas (-2.13%) and Kering (-2.09%).

周一，CAC 40指数上涨0.7%，收于7740点，打破了连续三个交易日的下跌记录，受中东紧张局势可能缓解的迹象支撑。伊朗表示愿意缓和与以色列的冲突，缓解了对更广泛地区战争的担忧，市场情绪有所改善。在此背景下，投资者对美国关税政策和美国可能参与冲突的担忧仍然存在，但地缘政治风险的降低有助于推高股市。现在，人们的注意力转向了即将召开的七国集团峰会，贸易、安全和全球经济韧性将成为主要议题。在企业板块，开云集团的强劲表现领涨，在首席执行官更换后上涨11.7%，重振了投资者的乐观情绪，法国兴业银行（3.2%）和阳狮集团（3.0%）也领涨。另一方面，日产计划减持雷诺股份的消息传出后，雷诺股价下跌8.7%。

The CAC 40 index rose 0.7% to close at 7,740 on Monday, breaking a three-session losing streak, supported by signs of a possible easing of tensions in the Middle East. Market sentiment improved after Iran signaled a willingness to de-escalate its conflict with Israel, easing fears of a wider regional war. In this context, investors' apprehension about US tariff policy and possible American involvement in the conflict remains, but the decrease in geopolitical risk has helped push stocks higher. Attention now turns to the upcoming G7 summit, where trade, security and global economic resilience will be the main topics. In the corporate sector, gains were led by the strong performance of Kering, which rose 11.7% after a change of CEO, reviving investor optimism, SocGen (3.2%) and Publicis (3.0%). On the other hand, Renault fell 8.7% after news that Nissan plans to reduce its stake in the French carmaker.

在巴黎，CAC 40指数周一上涨61点，涨幅0.80%。涨幅最大的是开云集团（12.93%）、法国兴业银行（3.02%）和法国巴黎银行（2.95%）。最大的损失来自雷诺（-8.22%）、保乐力加（-1.20%）和赛诺菲（-0.90%）。

In Paris, the CAC 40 Index went up by 61 points or 0.80 percent on Monday. Top gainers were Kering (12.93%), Societe Generale (3.02%) and BNP Paribas (2.95%). Biggest losses came from Renault (-8.22%), Pernod Ricard (-1.20%) and Sanofi (-0.90%).