由于最新的美国失业救济申请和批发通胀数据出现意外,拖累了美国市场,但仍未改变市场对下周美联储降息预期的看法,英国股市周四涨跌互现。
与此同时,欧洲中央银行宣布将关键利率下调25个基点,这一结果符合市场普遍预期。美国11月年度生产者价格指数(PPI)飙升至3.0%,高于10月的2.6%,远超市场预期的持平于2.6%。
此外,截至12月1日的当周,经季节性调整后,美国初请失业金人数增加了17,000人,达到242,000人,高于市场预测的降至220,000人。在金融衍生品市场上,英镑兑美元下跌0.17%,报1.2748;但兑欧元上涨0.10%,报1.2143。
GBPUSD H1
下周英国央行会议召开在即,市场对英国决策者是否会再次加入降息行列尚存不确定性。
周四的数据显示,11月英国房价继续上涨,大多数地区的市场表现强劲。据皇家特许测量师学会(RICS)最新报告,25%的受访者报告房价上涨,高于10月的16%,并且是连续第四个月增长。
伦敦股市收盘时,富时100指数上涨0.1%,报8,311点,但富时250指数下跌0.1%,报20,949点。涨幅居前的公司中,电子零售商Currys上涨13.9%,因其上半年恢复盈利得益于英国和爱尔兰市场的强劲表现,这弥补了北欧业务的疲软。同时,烈酒集团帝亚吉欧上涨2.6%,此前瑞银分析师将其评级从“卖出”上调至“买入”,强调了其美国业务的上行潜力。
UK100 H1
公用事业股表现亮眼,Pennon因巴克莱分析师将其评级上调至“增持”而上涨4.2%;Severn Trent则因目标价上调上涨1.8%。
在二线股中,招聘公司SThree暴跌26.6%,此前公司报告净费用下降9.0%,并警告市场挑战将继续对利润产生影响。同行企业Hays也下跌了3.6%。但Auction Technology因私募股权公司TA Associates管理的基金出售其在拍卖市场运营商中的全部12.6%股份而上涨4.0%。语言服务技术提供商RWS上涨6.5%,公司在截至9月底的财年实现税前利润扭亏为盈。
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