智通财经APP获悉，尽管法国政局动荡引发市场担忧，但货币期权数据显示投资者对欧元仍保持强劲需求，表明这一共同货币再次成功规避了政治风波的冲击。
根据美国存管信托和结算公司数据，周二欧元看涨期权合约迎来本月最强劲的交易时段之一。与此同时，由于市场担忧法国政府可能因信任投票垮台，该国资产持续承压。
欧元展现出的韧性表明，交易员将当前动荡视为法国国内事务，而非可能蔓延至整个欧元区的系统性风险。类似情景去年已然上演——当时法国股市大幅下跌，且其与德国的收益率利差不断扩大，但汇市对此的反应却十分平淡。
仓位布局与市场情绪指标也指向相同趋势。一个月期与一周期风险逆转期权的价差持续处于正值区间，这凸显出尽管市场对短期走势持谨慎态度，但对年底前的欧元走势仍持看涨预期，两种情绪相互抵消。从所谓的 “波动率偏斜” 指标中可以看出，长期限期权的押注也进一步印证了这一趋势。
在现货外汇市场，欧元走势主要受美元波动主导，而非法国政治及财政预算问题影响。周二欧元兑美元上涨0.2%，因市场对美联储独立性受威胁的担忧拖累美元走软。但据欧洲交易员透露，随着月末资金流动推动美元回升，周三欧元汇率跌至三周低点。
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