<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2021/02/soc-gen-gettyimages-509559046.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1239" height="838" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2021/02/soc-gen-gettyimages-509559046.jpg"/></p>
<p>CAC 40 指数今年上涨了约 12%，自四月唐纳德·特朗普公布互惠关税以来，已从最低点上涨近 20%。这一反弹与其他全球指数的表现一致，后者在年末时均呈现上涨。本文探讨了 CAC 指数中的一些主要涨幅股和滞后股。</p>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/CAC-40-Index-1024x579.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1024" height="579" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/CAC-40-Index-1024x579.png"/></p>
<p><em>CAC 40 指数图表 | 来源：TradingView</em></p>
<h2>法国巴黎银行是 CAC 40 指数的最佳表现公司</h2>
<p>法国巴黎银行是法国顶尖银行，今年在 CAC 40 指数中表现最佳，股价上涨了 152%，市值接近 500 亿美元。</p>
<p>这一激增与欧洲银行业的强劲表现相吻合。在法国，像法国巴黎银行和农业信贷银行这样的银行今年也实现了两位数的增长。</p>
<p>最新的财报显示，法国巴黎银行今年的业务表现良好，得益于收入增长和成本削减。其九个月的收入增长至 205 亿欧元，第三季度的收入为 67 亿欧元。</p>
<p>该公司的成本在第三季度下降了 1.1%，处置资产使其盈利能力提高。实际上，实际股本回报率（ROTE）上升至 10.7%，高于之前的 9% 指引。</p>
<p>不过，挑战在于随着利率的下降，该公司的业务是否能继续保持良好表现。</p>
<h2>安赛乐米塔尔股票在挑战中飙升</h2>
<p>安赛乐米塔尔是钢铁行业最大的公司之一，今年在 CAC 40 指数中表现第二佳，股价上涨了 75%，市值超过 320 亿美元。</p>
<p>这一上涨主要是由于钢铁需求上升，尽管成本居高不下。最新的财报显示，其第三季度收入为 156.5 亿美元，高于去年同期的 151.9 亿美元。</p>
<p>然而，其 EBITDA 从 25 年第三季度的 15.8 亿美元下降至 15 亿美元。由于流通股数量从 7.78 亿股减少至 7.61 亿股，股票表现也良好。</p>
<h2>泰雷兹股票在国防支出上升中上涨</h2>
<p>泰雷兹是一家大型国防承包商，今年在 CAC 40 指数中表现第三佳，股价上涨了 65%，估值飙升至 610 亿美元。这一增长与其他国防承包商如莱茵金属和 BAE 系统的表现相呼应。</p>
<p>最新的财报显示，今年上半年销售额增长了 8.1%，超过 102.6 亿欧元。调整后的 EBIT 增长了 13%，达到 12.48 亿欧元，现金流增长至 4.99 亿欧元。</p>
<p>随着欧洲国防支出的加速，泰雷兹可能会继续表现良好。该公司还计划继续转变其亏损的太空业务。</p>
<h2>橙色股票在稳健增长中上涨</h2>
<p>橙色公司是另一家在 CAC 40 指数中表现突出的电信巨头。周一其股价为 14.11 欧元，较年初最低点 8.9 欧元大幅上涨。</p>
<p>橙色公司的业务持续增长，因为该公司在法国、欧洲和非洲的关键市场增加了更多客户。第三季度新增客户 820 万，客户总数达到 3 亿。</p>
<p>橙色在非洲和中东的业务在第三季度实现了 12.2% 的收入增长，而欧洲增长了 8.2%。</p>
<p>CAC 40 指数中的其他主要涨幅股包括 ENGIE、赛峰、法国巴黎银行、乐创和农业信贷银行。陷入困境的奢侈品集团开云今年上涨了 26%，超过了 LVMH 和爱马仕等其他公司。</p>
<p>另一方面，表现最差的公司包括 Edenred、保乐力加、达索系统、斯特兰蒂斯、雷诺、TP 和阳狮。</p>
<p>关于 CAC 40 指数的主要涨幅股和滞后股的文章首次出现在 Invezz 上。</p>

安赛乐米塔尔

ORANY

<p>CAC 40 指数今年上涨了约 12%，自四月低点以来几乎上涨了 20%。法国兴业银行领涨，股价飙升 152%，市值达到 500 亿美元，得益于收入增长和成本削减。安赛乐米塔尔和泰雷兹紧随其后，分别上涨 75% 和 65%，主要由于强劲的需求和国防支出。橙电也表现良好，新增 820 万客户。其他上涨的公司包括 ENGIE 和法国巴黎银行，而表现不佳的公司则包括 Edenred 和雷诺</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2021/02/soc-gen-gettyimages-509559046.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2021/02/soc-gen-gettyimages-509559046.jpg"/></p>
<p>The CAC 40 Index rose by ~12% this year and by nearly 20% from its lowest level in April when Donald Trump unveiled his reciprocal tariffs. This rebound coincided with that of other global indices, which are ending the year in the green. This article explores some of the top gainers and laggards in the CAC Index.</p>
<div class="lb-trans"><p>CAC 40 指数今年上涨了约 12%，自四月唐纳德·特朗普公布互惠关税以来，已从最低点上涨近 20%。这一反弹与其他全球指数的表现一致，后者在年末时均呈现上涨。本文探讨了 CAC 指数中的一些主要涨幅股和滞后股。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/CAC-40-Index-1024x579.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/12/CAC-40-Index-1024x579.png"/></p>
<p><em>CAC 40 Index chart | Source: TradingView</em></p>
<div class="lb-trans"><p><em>CAC 40 指数图表 | 来源：TradingView</em></p>
</div><h2>Société Générale was the top CAC 40 Index</h2>
<div class="lb-trans"><h2>法国巴黎银行是 CAC 40 指数的最佳表现公司</h2>
</div><p>Société Générale, a top French bank, was the best-performing company in the CAC 40 Index this year as it jumped by 152%, bringing its market capitalization to nearly $50 billion.</p>
<div class="lb-trans"><p>法国巴黎银行是法国顶尖银行，今年在 CAC 40 指数中表现最佳，股价上涨了 152%，市值接近 500 亿美元。</p>
</div><p>The surge coincided with the strong performance of the European banking industry. In France alone, banks like BNP Paribas and Credit Agricole jumped by double digits this year.</p>
<div class="lb-trans"><p>这一激增与欧洲银行业的强劲表现相吻合。在法国，像法国巴黎银行和农业信贷银行这样的银行今年也实现了两位数的增长。</p>
</div><p>The most recent results showed that Societe Generale’s business did well this year, helped by its revenue growth and cost cuts. Its nine-month revenue rose to €20.5 billion, with its third-quarter figure coming in at €6.7 billion.</p>
<div class="lb-trans"><p>最新的财报显示，法国巴黎银行今年的业务表现良好，得益于收入增长和成本削减。其九个月的收入增长至 205 亿欧元，第三季度的收入为 67 亿欧元。</p>
</div><p>The company’s costs declined by 1.1% in the third quarter, as disposals made it more profitable. Indeed, the Return on Tangible Equity (ROTE) rose to 10.7%, higher than the previous guidance of 9%.</p>
<div class="lb-trans"><p>该公司的成本在第三季度下降了 1.1%，处置资产使其盈利能力提高。实际上，实际股本回报率（ROTE）上升至 10.7%，高于之前的 9% 指引。</p>
</div><p>Still, the challenge is whether the company’s business will continue doing well now that interest rates are coming down.</p>
<div class="lb-trans"><p>不过，挑战在于随着利率的下降，该公司的业务是否能继续保持良好表现。</p>
</div><h2>ArcelorMittal stock soared despite challenges</h2>
<div class="lb-trans"><h2>安赛乐米塔尔股票在挑战中飙升</h2>
</div><p>ArcelorMittal, one of the biggest companies in the steel industry, was the second-best performer in the CAC 40 Index. It jumped by 75% this year, pushing its market cap to over $32 billion.</p>
<div class="lb-trans"><p>安赛乐米塔尔是钢铁行业最大的公司之一，今年在 CAC 40 指数中表现第二佳，股价上涨了 75%，市值超过 320 亿美元。</p>
</div><p>The rally was mostly because of the rising demand for steel, which was offset by the elevated costs. The most recent results showed that its revenue was $15.65 billion in the third quarter, up from the $15.19 billion it made last year.</p>
<div class="lb-trans"><p>这一上涨主要是由于钢铁需求上升，尽管成本居高不下。最新的财报显示，其第三季度收入为 156.5 亿美元，高于去年同期的 151.9 亿美元。</p>
</div><p>However, its EBITDA dropped to $1.50 billion from the $1.58 billion it made in Q3’25. The stock also did well as the number of outstanding shares dropped from 778 million to 761 million.</p>
<div class="lb-trans"><p>然而，其 EBITDA 从 25 年第三季度的 15.8 亿美元下降至 15 亿美元。由于流通股数量从 7.78 亿股减少至 7.61 亿股，股票表现也良好。</p>
</div><h2>Thales stock jumped amid rising defense spending</h2>
<div class="lb-trans"><h2>泰雷兹股票在国防支出上升中上涨</h2>
</div><p>Thales, a large defense contractor, was the third-best performing company in the CAC 40 Index this year. It jumped by 65%, with its valuation soaring to $61 billion. This growth mirrored the performance of other defense contractors like Rheinmetall and BAE Systems.</p>
<div class="lb-trans"><p>泰雷兹是一家大型国防承包商，今年在 CAC 40 指数中表现第三佳，股价上涨了 65%，估值飙升至 610 亿美元。这一增长与其他国防承包商如莱茵金属和 BAE 系统的表现相呼应。</p>
</div><p>The most recent results revealed that sales rose by 8.1% in the year’s first half to over €10.26 billion. Its adjusted EBIT rose by 13% to €1.248 billion, while the cash flow rose to €499 million.</p>
<div class="lb-trans"><p>最新的财报显示，今年上半年销售额增长了 8.1%，超过 102.6 亿欧元。调整后的 EBIT 增长了 13%，达到 12.48 亿欧元，现金流增长至 4.99 亿欧元。</p>
</div><p>Thales will likely continue doing well as European defense spending accelerates. The company also plans to continue turning its loss-making space business.</p>
<div class="lb-trans"><p>随着欧洲国防支出的加速，泰雷兹可能会继续表现良好。该公司还计划继续转变其亏损的太空业务。</p>
</div><h2>Orange stock jumped amid resilient growth</h2>
<div class="lb-trans"><h2>橙色股票在稳健增长中上涨</h2>
</div><p>Orange, the giant telecoms company, was another top gainer in the CAC 40 Index. It was trading at €14.11 on Monday, up substantially from the year-to-date low of €8.9.</p>
<div class="lb-trans"><p>橙色公司是另一家在 CAC 40 指数中表现突出的电信巨头。周一其股价为 14.11 欧元，较年初最低点 8.9 欧元大幅上涨。</p>
</div><p>Orange’s business continued growing as the company added more customers in key markets in France, Europe, and Africa. Its new customers rose by 8.2 million in the third quarter, bringing the total figure to 300 million.</p>
<div class="lb-trans"><p>橙色公司的业务持续增长，因为该公司在法国、欧洲和非洲的关键市场增加了更多客户。第三季度新增客户 820 万，客户总数达到 3 亿。</p>
</div><p>Orange’s Africa and Middle East business experienced a 12.2% revenue growth in the third quarter, while Europe grew by 8.2%.</p>
<div class="lb-trans"><p>橙色在非洲和中东的业务在第三季度实现了 12.2% 的收入增长，而欧洲增长了 8.2%。</p>
</div><p>The other top gainers in the CAC 40 Index were ENGIE, Safran, BNB Paribas, Legrand, and Credit Agricole. Kering, the embattled luxury group, rose by 26% this year, beating other companies like LVMH and Hermes.</p>
<div class="lb-trans"><p>CAC 40 指数中的其他主要涨幅股包括 ENGIE、赛峰、法国巴黎银行、乐创和农业信贷银行。陷入困境的奢侈品集团开云今年上涨了 26%，超过了 LVMH 和爱马仕等其他公司。</p>
</div><p>On the other hand, the top laggards were firms like Edenred, Pernod Ricard, Dassault Systèmes, Stellantis, Renault, TP, and Publicis.</p>
<div class="lb-trans"><p>另一方面，表现最差的公司包括 Edenred、保乐力加、达索系统、斯特兰蒂斯、雷诺、TP 和阳狮。</p>
</div><p>The post CAC 40 Index top gainers and laggards in 2025 revealed appeared first on Invezz</p>
<div class="lb-trans"><p>关于 CAC 40 指数的主要涨幅股和滞后股的文章首次出现在 Invezz 上。</p>
</div>

CAC 40 指数 2025 年表现最佳和最差的股票已揭晓