在巴黎，CAC 40指数周四下跌67点，跌幅0.83%。WorldLine（-6.42%）、Dassault Systemes（-4.24%）和LVMH（-2.77%）领跌。抵消跌幅，涨幅最大的是赛诺菲（4.47%）、Eurofins Scientific SE（1.16%）和法国巴黎银行（0.93%）。

In Paris, the CAC 40 Index dropped 67 points or 0.83 percent on Thursday. Losses were led by WorldLine (-6.42%), Dassault Systemes (-4.24%) and LVMH (-2.77%). Offsetting the fall, top gainers were Sanofi (4.47%), Eurofins Scientific SE (1.16%) and BNP Paribas (0.93%).

CAC 40指数周四下跌0.93%，收于8016点，紧随欧洲同行的下跌，以回应美国最近的GDP数据，这些数据表明经济显著放缓和价格压力不断加大。继2024年第一季度收入下降2%至23.5亿欧元后，保乐力加明显下降2.48%。同样，家乐福在2024年第一季度销售额下降1.7%后，销售额下降了2.21%，而上一季度增长了0.3%。爱马仕也出现了2.29%的下滑，尽管第一季度销售额增长了17%。相比之下，赛诺菲股价飙升4.34%，此前该公司确认了全年指导意见，并在第一季度的销售额和利润数据超过了分析师的预期。此外，STMicroelectronics股价上涨0.92%，受第一季度利润增长10%好于预期的推动。此外，法国巴黎银行股价上涨0.93%，该行重申了2024年的指导方针，并公布了超过市场预期的收益。

The CAC 40 declined by 0.93% to close at 8,016 on Thursday, following its European counterparts lower, in response to recent US GDP figures indicating a significant economic slowdown and mounting price pressures. Pernod Ricard notably dropped by 2.48%, following a 2% decline in revenue to EUR 2.35 billion in Q1 2024. Similarly, Carrefour experienced a 2.21% decrease after a 1.7% drop in Q1 2024 sales, compared to a 0.3% increase in the previous quarter. Hermes also saw a downturn of 2.29%, despite reporting a 17% surge in Q1 sales. In contrast, Sanofi shares surged by 4.34% after the company confirmed its full-year guidance and exceeded analysts' expectations with its Q1 sales and profit figures. Additionally, STMicroelectronics rose by 0.92% driven by a better-than-expected 10% increase in Q1 profit. Furthermore, BNP Paribas gained 0.93% as the bank reaffirmed its guidance for 2024 and reported earnings that surpassed market expectations.

受近期数据显示美联储可能推迟降息的推动，法国10年期OAT收益率进一步攀升至3.1%，创下5个月新高。尽管第一季度美国经济增长低于预期，但持续的通胀压力降低了立即调整利率的预期。根据芝加哥商品交易所美联储观察工具，68.1%的交易员现在预测7月利率不变，高于前一天的55.9%。与此同时，在欧洲，投资者预计欧洲央行今年将三次降息，第一次可能最早在6月。这一预期是由通胀放缓和经济活动改善推动的。值得注意的是，欧元区商业活动在4月份经历了近一年来最显著的增长，主要是由于服务业产出的激增。

The French 10-year OAT yield climbed further to 3.1%, reaching a new 5-month high, driven by recent data suggesting that the Federal Reserve may delay rate cuts. Despite lower-than-expected growth in the US economy during Q1, ongoing inflationary pressures have tempered expectations for immediate rate adjustments. According to the CME Fed watch tool, 68.1% of traders now predict unchanged interest rates in July, up from 55.9% the day before. Meanwhile, in Europe, investors anticipate three ECB rate cuts this year, with the first potentially occurring as early as June. This expectation is driven by a slowdown in inflation and improving economic activity. Notably, Eurozone business activity experienced its most significant growth in nearly a year in April, primarily due to a surge in service sector output.

周四，CAC 40指数进一步下跌至7975点，跌幅约1.5%，追随欧洲同行的下跌，此前美国最近的GDP数据显示，随着价格压力的增加，经济大幅放缓。继2024年第一季度收入下降2%至23.5亿欧元后，保乐力加以2.5%的跌幅脱颖而出。同样，家乐福在2024年第一季度销售额下降1.7%后，也下降了2.6%，而上一季度的销售额增长了0.3%。此外，尽管报告称第一季度销售额激增17%，但爱马仕仍出现了近4%的下滑。相反，赛诺菲股价上涨4%，此前该公司确认了全年指导意见，并在第一季度的销售额和利润数据超过了分析师的预期。此外，STMicroelectronics在第一季度利润增长超过预期10%的推动下，增长了约1%。此外，法国巴黎银行也上涨了近1%，该行重申了2024年的指导方针，并公布了超出市场预期的收益。

The CAC 40 fell further to 7,975 on Thursday, declining around 1.5% to track its European peers lower, after recent GDP figures for the US showed the economy slowed sharply along with mounting price pressures. Pernod Ricard stood out with a 2.5% drop, following a 2% fall in revenue to EUR 2.35 billion in Q1 2024. Similarly, Carrefour was down by 2.6% after a 1.7% decrease in Q1 2024 sales, compared with a 0.3% rise in the preceding quarter. Also, Hermes witnessed a downturn of nearly 4%, notwithstanding its report of a 17% surge in Q1 sales. Conversely, Sanofi shares were climbing 4% after the company confirmed its full-year guidance and surpassed analysts' expectations with its Q1 sales and profit figures. Additionally, STMicroelectronics saw a rise of around 1%, propelled by a better-than-expected 10% increase in Q1 profit. Furthermore, BNP Paribas added nearly 1% as well, as the bank reaffirmed its guidance for 2024 and reported earnings that exceeded market expectations.