CAC 40指数周二上涨0.6%,至8121点,与欧洲同行持平,创下一周新高,投资者热切期待德国政府就旨在刺激地区增长的数十亿欧元财政方案进行投票。德国债务制动规则的拟议修正案将提供更大的财政灵活性,允许增加国防和基础设施支出。与此同时,地缘政治的注意力仍然集中在美国总统唐纳德·特朗普和俄罗斯总统弗拉基米尔·普京之间的会谈上,乌克兰可能停火30天。金融板块表现最佳,法国巴黎银行上涨1.7%,法国兴业银行上涨1.3%,法国农业信贷银行上涨0.6%。汽车股也表现强劲,Stellantis NV飙升2%,雷诺上涨1.9%,此前Stellantis宣布在意大利投资3800万欧元建设一家新的电动汽车钢铁零件厂。
The CAC 40 rose 0.6% to 8,121 on Tuesday, mirroring its European peers and reaching a one-week high, as investors eagerly awaited the German government's vote on a multi-billion-euro fiscal package designed to stimulate regional growth. The proposed amendment to Germany's debt brake rule would provide greater fiscal flexibility, allowing for increased spending on defense and infrastructure. Meanwhile, geopolitical attention remained focused on talks between US President Donald Trump and Russian President Vladimir Putin, with a potential 30-day ceasefire in Ukraine on the table. The financial sector was among the top performers, with BNP Paribas climbing 1.7%, Société Générale advancing 1.3%, and Crédit Agricole rising 0.6%. Auto stocks also performed strongly, with Stellantis NV surging 2% and Renault gaining 1.9%, following Stellantis' announcement to invest EUR 38 million in a new electric vehicle steel parts plant in Italy.