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法國資產連續第二天下跌 政局動蕩的疑慮高漲 @ 2025-08-28T Back Hot News
Keyword:法國
Concept:法國政府 , 危機歐股
法國總理白胡(FRANCOIS BAYROU)要求國民議會於9月8日舉行信任投票,意圖推動大幅削減支出的預算案,然而,三大反對黨均表態不會支持,使貝魯下台的風險升高,法國政府面臨垮台危機。
歐洲股市下跌,法國政府面臨倒台危機,法國股市和債市受壓,而美國總統特朗普宣布解雇聯儲局理事庫克,引起市場對聯儲局獨立性的擔憂,亦不利市場氣氛。
值得一提的是,法國債券市場因政府信任危機引發的拋售潮,正被部分日本機構視為布局窗口。FIVESTAR資產管理公司與NISSAY資產管理公司指出,當前法債暴跌或為日本資金在海外第三大債券投資目的地——法國市場配置資產提供機會,其核心依據在於自今年4月以來,法國10年期國債收益率相對德國同期限國債的利差已達到階段性高點。

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