CAC 40指数周五下跌1.2%,至7339点,创下12周新低,主要原因是奢侈品板块大幅下跌。开云集团以8%的跌幅领跌,而路威酩轩集团、爱马仕和欧莱雅的跌幅在3.3%至4.1%之间,此前中国最近的经济措施未能为目标消费引入新的财政刺激措施,这是一些市场参与者在全国人大常委会会议结束后所预期的。此外,Stellantis股价暴跌3.9%,因市场担忧其位于意大利的Mirafiori工厂计划于12月停产,原因是供应问题及其电动菲亚特500和玛莎拉蒂车型的需求疲软。其他主要输家包括TotalEnergies、空中客车和赛峰集团,损失幅度在1.5%至1.6%之间。本周,该指数连续第三周下跌,跌幅为0.7%。与此同时,交易员继续评估美联储降息25个基点及其对未来降息的谨慎前景。
The CAC 40 slipped 1.2% to 7,339 on Friday, marking a twelve-week low, primarily due to sharp losses in the luxury sector. Kering led the decline with a 8% drop, while LVMH, Hermès, and L'Oréal fell between 3.3% and 4.1%, following China’s recent economic measures, which failed to introduce new fiscal stimulus for targeted consumption, something some market participants had anticipated after the National People's Congress Standing Committee's meeting conclusion. Additionally, Stellantis plunged 3.9% amid concerns over a planned production halt at its Mirafiori plant in Italy in December, driven by supply issues and weak demand for its electric Fiat 500 and Maserati models. Other significant losers included TotalEnergies, Airbus, and Safran, with losses ranging from 1.5% to 1.6%. For the week, the index posted its third consecutive weekly loss, down 0.7%. Meanwhile, traders continued to assess the Federal Reserve's 25 bps rate cut and its cautious outlook on future cuts.