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周一,法国大选左右市场情绪,其结果没有政党取得多数。 左翼新人民阵线以182个席位胜出,其次是马克宏总统所领导中间派联盟获得168个席位,极右翼国民联盟取得143个席位。 复杂的结局为日后艰难的政治谈判埋下种子。
法国股指CAC 40扭转早盘涨势,随选举结果开出,下滑0.6%,收于7,627点。虽然无政党有压倒性影响力可能缓解对极端政策的担忧,但同时也引发政局不明之联想。
投资人密切关注等待更新发展。 当日Teleperformance领跌,失3.9%,奢侈消费品和银行股亦表现不佳。 然而,赛峰航太集团和赛诺菲制药逆势而上,各别录得1.7%和1.5% 涨幅,成为当天表现最佳个股。
欧元兑美元周一跌至1.0815的低位,市场消化法国的选举结果后回弹,持稳在1.083 水平。

(CAC 40指数月线图)

(EURUSD 日线图)
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