<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 指數今年上漲了約 12%，自四月唐納德·特朗普公佈互惠關税以來，已從最低點上漲近 20%。這一反彈與其他全球指數的表現一致，後者在年末時均呈現上漲。本文探討了 CAC 指數中的一些主要漲幅股和滯後股。</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 指數圖表 | 來源：TradingView</em></p>
<h2>法國巴黎銀行是 CAC 40 指數的最佳表現公司</h2>
<p>法國巴黎銀行是法國頂尖銀行，今年在 CAC 40 指數中表現最佳，股價上漲了 152%，市值接近 500 億美元。</p>
<p>這一激增與歐洲銀行業的強勁表現相吻合。在法國，像法國巴黎銀行和農業信貸銀行這樣的銀行今年也實現了兩位數的增長。</p>
<p>最新的財報顯示，法國巴黎銀行今年的業務表現良好，得益於收入增長和成本削減。其九個月的收入增長至 205 億歐元，第三季度的收入為 67 億歐元。</p>
<p>該公司的成本在第三季度下降了 1.1%，處置資產使其盈利能力提高。實際上，實際股本回報率（ROTE）上升至 10.7%，高於之前的 9% 指引。</p>
<p>不過，挑戰在於隨着利率的下降，該公司的業務是否能繼續保持良好表現。</p>
<h2>安賽樂米塔爾股票在挑戰中飆升</h2>
<p>安賽樂米塔爾是鋼鐵行業最大的公司之一，今年在 CAC 40 指數中表現第二佳，股價上漲了 75%，市值超過 320 億美元。</p>
<p>這一上漲主要是由於鋼鐵需求上升，儘管成本居高不下。最新的財報顯示，其第三季度收入為 156.5 億美元，高於去年同期的 151.9 億美元。</p>
<p>然而，其 EBITDA 從 25 年第三季度的 15.8 億美元下降至 15 億美元。由於流通股數量從 7.78 億股減少至 7.61 億股，股票表現也良好。</p>
<h2>泰雷茲股票在國防支出上升中上漲</h2>
<p>泰雷茲是一家大型國防承包商，今年在 CAC 40 指數中表現第三佳，股價上漲了 65%，估值飆升至 610 億美元。這一增長與其他國防承包商如萊茵金屬和 BAE 系統的表現相呼應。</p>
<p>最新的財報顯示，今年上半年銷售額增長了 8.1%，超過 102.6 億歐元。調整後的 EBIT 增長了 13%，達到 12.48 億歐元，現金流增長至 4.99 億歐元。</p>
<p>隨着歐洲國防支出的加速，泰雷茲可能會繼續表現良好。該公司還計劃繼續轉變其虧損的太空業務。</p>
<h2>橙色股票在穩健增長中上漲</h2>
<p>橙色公司是另一家在 CAC 40 指數中表現突出的電信巨頭。週一其股價為 14.11 歐元，較年初最低點 8.9 歐元大幅上漲。</p>
<p>橙色公司的業務持續增長，因為該公司在法國、歐洲和非洲的關鍵市場增加了更多客户。第三季度新增客户 820 萬，客户總數達到 3 億。</p>
<p>橙色在非洲和中東的業務在第三季度實現了 12.2% 的收入增長，而歐洲增長了 8.2%。</p>
<p>CAC 40 指數中的其他主要漲幅股包括 ENGIE、賽峯、法國巴黎銀行、樂創和農業信貸銀行。陷入困境的奢侈品集團開雲今年上漲了 26%，超過了 LVMH 和愛馬仕等其他公司。</p>
<p>另一方面，表現最差的公司包括 Edenred、保樂力加、達索系統、斯特蘭蒂斯、雷諾、TP 和陽獅。</p>
<p>關於 CAC 40 指數的主要漲幅股和滯後股的文章首次出現在 Invezz 上。</p>

安賽樂米塔爾

ORANY

<p>CAC 40 指數今年上漲了約 12%，自四月低點以來幾乎上漲了 20%。法國興業銀行領漲，股價飆升 152%，市值達到 500 億美元，得益於收入增長和成本削減。安賽樂米塔爾和泰雷茲緊隨其後，分別上漲 75% 和 65%，主要由於強勁的需求和國防支出。橙電也表現良好，新增 820 萬客户。其他上漲的公司包括 ENGIE 和法國巴黎銀行，而表現不佳的公司則包括 Edenred 和雷諾</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 指數今年上漲了約 12%，自四月唐納德·特朗普公佈互惠關税以來，已從最低點上漲近 20%。這一反彈與其他全球指數的表現一致，後者在年末時均呈現上漲。本文探討了 CAC 指數中的一些主要漲幅股和滯後股。</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 指數圖表 | 來源：TradingView</em></p>
</div><h2>Société Générale was the top CAC 40 Index</h2>
<div class="lb-trans"><h2>法國巴黎銀行是 CAC 40 指數的最佳表現公司</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>法國巴黎銀行是法國頂尖銀行，今年在 CAC 40 指數中表現最佳，股價上漲了 152%，市值接近 500 億美元。</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>這一激增與歐洲銀行業的強勁表現相吻合。在法國，像法國巴黎銀行和農業信貸銀行這樣的銀行今年也實現了兩位數的增長。</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>最新的財報顯示，法國巴黎銀行今年的業務表現良好，得益於收入增長和成本削減。其九個月的收入增長至 205 億歐元，第三季度的收入為 67 億歐元。</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>該公司的成本在第三季度下降了 1.1%，處置資產使其盈利能力提高。實際上，實際股本回報率（ROTE）上升至 10.7%，高於之前的 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>不過，挑戰在於隨着利率的下降，該公司的業務是否能繼續保持良好表現。</p>
</div><h2>ArcelorMittal stock soared despite challenges</h2>
<div class="lb-trans"><h2>安賽樂米塔爾股票在挑戰中飆升</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>安賽樂米塔爾是鋼鐵行業最大的公司之一，今年在 CAC 40 指數中表現第二佳，股價上漲了 75%，市值超過 320 億美元。</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>這一上漲主要是由於鋼鐵需求上升，儘管成本居高不下。最新的財報顯示，其第三季度收入為 156.5 億美元，高於去年同期的 151.9 億美元。</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 從 25 年第三季度的 15.8 億美元下降至 15 億美元。由於流通股數量從 7.78 億股減少至 7.61 億股，股票表現也良好。</p>
</div><h2>Thales stock jumped amid rising defense spending</h2>
<div class="lb-trans"><h2>泰雷茲股票在國防支出上升中上漲</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>泰雷茲是一家大型國防承包商，今年在 CAC 40 指數中表現第三佳，股價上漲了 65%，估值飆升至 610 億美元。這一增長與其他國防承包商如萊茵金屬和 BAE 系統的表現相呼應。</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>最新的財報顯示，今年上半年銷售額增長了 8.1%，超過 102.6 億歐元。調整後的 EBIT 增長了 13%，達到 12.48 億歐元，現金流增長至 4.99 億歐元。</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>隨着歐洲國防支出的加速，泰雷茲可能會繼續表現良好。該公司還計劃繼續轉變其虧損的太空業務。</p>
</div><h2>Orange stock jumped amid resilient growth</h2>
<div class="lb-trans"><h2>橙色股票在穩健增長中上漲</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 指數中表現突出的電信巨頭。週一其股價為 14.11 歐元，較年初最低點 8.9 歐元大幅上漲。</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>橙色公司的業務持續增長，因為該公司在法國、歐洲和非洲的關鍵市場增加了更多客户。第三季度新增客户 820 萬，客户總數達到 3 億。</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>橙色在非洲和中東的業務在第三季度實現了 12.2% 的收入增長，而歐洲增長了 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 指數中的其他主要漲幅股包括 ENGIE、賽峯、法國巴黎銀行、樂創和農業信貸銀行。陷入困境的奢侈品集團開雲今年上漲了 26%，超過了 LVMH 和愛馬仕等其他公司。</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，表現最差的公司包括 Edenred、保樂力加、達索系統、斯特蘭蒂斯、雷諾、TP 和陽獅。</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>關於 CAC 40 指數的主要漲幅股和滯後股的文章首次出現在 Invezz 上。</p>
</div>

CAC 40 指數 2025 年表現最佳和最差的股票已揭曉