英国股市周三收低,连续第六个交易日延续近期的下跌走势。英国大选竞选活动的变幻莫测和全球降息时间的不确定性迫使投资者保持谨慎。
全球较高的债券收益率对股票市场造成压力,而最近的美国数据重新点燃了通胀担忧,并对美联储降息时间产生疑虑。
DXY H4
所有目光都聚焦于周五即将发布的最新美国个人消费支出(PCE)物价指数数据——美联储首选的通胀指标。周四英国央行行长安德鲁·贝利的讲话也将受到密切关注,以寻找英国降息的指示。
伦敦收盘时,蓝筹股富时100指数下跌0.9%,报8183点,创下自2023年8月以来最长的连跌纪录。更关注国内市场的富时250指数下跌1.3%,至20436点。
在蓝筹股下跌的股票中,英美资源集团下跌3.1%,因其追求者必和必拓集团在目标公司拒绝再延长其“要约或放弃”收购期限后放弃了收购。
然而,中型股国际配送服务公司上涨4.3%,因皇家邮政母公司同意接受捷克亿万富翁丹尼尔·克雷廷斯基35.7亿英镑的收购要约。
UK100 H1
贵金属矿商弗雷斯尼洛是富时100指数的主要涨幅股票之一,上涨2.0%,此前RBC资本市场的分析师将其股票评级从“行业表现”上调至“跑赢大盘”。
Ocado和圣詹姆斯广场是蓝筹股下跌的股票之一,分别下跌12.3%和1.8%,这两家公司在最新的成分股评审后将从富时100指数中被降级至富时250指数。
在二线股中,专注于可持续发展的基金英派资产管理公司下跌14.7%,此前该公司报告中期业绩显示营业利润为2580万英镑,同比下降5%,而股息维持在每股4.7便士。
但《哈利波特》和莎拉·J·马斯的出版商布卢姆斯伯里出版社上涨7.2%,因其达成迄今为止最大的一笔交易,以6500万英镑收购美国集团罗曼与利特尔菲尔德的学术出版业务。
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