CAC 40指数周三下跌0.6%,收于7722点,连续第四天下跌,原因是一波令人失望的企业更新与美国新的关税威胁相冲突。雷诺股价下跌18.5%,至2024年2月以来的最低水平,此前该公司下调了全年指引,公布了低于预期的上半年业绩,导致Stellantis股价下跌6.2%。工业股也表现不佳,圣戈班下跌2.4%,安赛乐米塔尔下跌2.9%,奢侈品集团开云集团下跌2.3%。特朗普总统警告称,他可能会在月底前对药品征收关税,并暗示下一步将对半导体征税,这加剧了人们对贸易战升级可能侵蚀欧洲出口商利润率和增长前景的担忧。
The CAC 40 slid 0.6% to close at 7,722 on Wednesday, its fourth straight day of declines, as a wave of disappointing corporate updates collided with fresh US tariff threats. Renault tumbled 18.5 % to its weakest level since February 2024 after cutting its full-year guidance and releasing H1 results that missed forecasts, driving Stellantis to tank 6.2%. Industrial names also underperformed, with Saint-Gobain off 2.4 % and ArcelorMittal down 2.9 %, and luxury group Kering shed 2.3 %. Adding to the pressure, President Trump warned he may impose tariffs on pharmaceuticals by month-end and hinted at levies on semiconductors next, reviving concerns that an escalating trade war could erode European exporters’ margins and growth prospects.