在巴黎，CAC 40指数周四上涨171点，涨幅2.29%。领涨的是爱马仕国际（4.39%）、圣戈班（4.32%）和赛峰集团（3.98%）。

In Paris, the CAC 40 Index rose 171 points or 2.29 percent on Thursday. Leading the gains are Hermes International (4.39%), Saint-Gobain (4.32%) and Safran (3.98%).

周四，CAC 40指数飙升2.3%，收于7615点，与美联储周三大幅降息50个基点后的全球同行持平，这加剧了这个最大经济体软着陆的希望。奢侈品巨头LVMH、爱马仕和开云的表现优于其他公司，分别上涨3.2%、4.4%和2.3%。其他表现最好的公司包括欧莱雅、施耐德电气、空中客车和赛峰集团，股价上涨3.6%至4%。与此同时，Stellantis NV股价上涨2.1%，此前该公司驳斥了美国汽车工人联合会的说法，包括计划将道奇杜兰戈的生产迁出美国的指控。

The CAC 40 surged 2.3% to close at 7,615 on Thursday, mirroring its global peers following the Federal Reserve's significant 50 basis point rate cut on Wednesday, which fueled hopes of a soft landing for the largest economy. Luxury heavyweights LVMH, Hermès, and Kering outperformed, posting gains of 3.2%, 4.4%, and 2.3%, respectively. Other top performers included L'Oréal, Schneider Electric, Airbus, and Safran, with shares increasing between 3.6% and 4%. Meanwhile, Stellantis NV jumped 2.1% after refuting claims made by the United Auto Workers, including allegations that it planned to relocate production of the Dodge Durango out of the US.

CAC 40指数周四上涨1.1%，至7530点，与全球同行持平，前一交易日下跌0.6%。美联储周三大幅降息50个基点，这是自2020年以来的首次降息。该指数中的大多数股票都走高了，Stellantis NV领涨，在驳斥了美国汽车工人联合会的说法后上涨了近3%，包括有关其计划将道奇杜兰戈的生产从美国转移出去的指控。奢侈品巨头LVMH、爱马仕和开云集团也表现良好，分别上涨了2%、1.9%和1.2%。其他表现最好的公司包括意法半导体、安赛乐米塔尔和欧陆科学，股价上涨1.8%至2.4%。相反，Teleperformance的股价下跌了约1.3%，而Engie和Unibail-Rodamco-Westfield分别下跌了约0.8%和0.6%。

The CAC 40 climbed 1.1% to 7,530 on Thursday, mirroring its global peers, after falling 0.6% in the previous session. The upturn came after the Fed's significant 50bps rate cut on Wednesday, marking its first reduction since 2020. Most stocks in the index traded higher, with Stellantis NV leading the charge, jumping nearly 3% after refuting claims made by the United Auto Workers, including allegations that it planned to move production of the Dodge Durango out of the U.S. Luxury giants LVMH, Hermès, and Kering also performed well, posting gains of 2%, 1.9%, and 1.2%, respectively. Other top performers included STMicroelectronics, ArcelorMittal, and Eurofins Scientific, with shares rising between 1.8% and 2.4%. Conversely, shares of Teleperformance declined around 1.3%, while Engie and Unibail-Rodamco-Westfield fell about 0.8% and 0.6%, respectively.

随着交易员消化美联储的最新货币政策决定，法国10年期OAT收益率达到2.92%的两周高点，与欧洲利率一致。美联储将利率下调了50个基点，并表示今年将再降息50个基点和明年再降息100个基点。然而，鲍威尔主席指出，美联储并不急于放松，50个基点不是新的降息步伐。在欧洲，欧洲央行本月初将利率下调了25个基点，并暗示由于欧元区通胀放缓和经济增长疲软，未来将进一步降息。市场已经预计到年底欧洲央行将降息37个基点，这意味着降息25个基点，再次降息的可能性为50%。与此同时，在法国，马克龙总统任命米歇尔·巴尼耶为新总理。巴尼耶尚未组建内阁，也未向议会提交2025年预算。

The French 10-year OAT yield reached a two-week high at 2.92%, aligning with rates in Europe, as traders digest the latest monetary policy decision from the Fed. The Federal Reserve lowered interest rates by a jumbo 50bps and signaled an additional 50bps of reductions for this year and 100bps next year. However, Chair Powell noted that the Fed is not in a rush to ease and 50bps is not the new pace of rate cuts. In Europe, the European Central Bank cut interest rates by 25 bps early in the month and hinted at further reductions ahead due to slowing inflation and weak economic growth in the Eurozone. Markets have priced in 37 bps of ECB rate cuts by year-end, implying a 25 bps cut and a 50% chance of a second cut. Meanwhile, in France, President Macron appointed Michel Barnier as the new prime minister. Barnier has yet to form a cabinet and present a budget for 2025 to parliament.