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五一劳动节欧洲市场交投清淡,富时100指数小幅走低;英国制造业指数接近四年高位。

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-- 除富时100指数小幅下跌0.1%外,欧洲主要股市周五因五一劳动节休市。 英国方面,经季节性调整的标普全球英国制造业采购经理人指数(PMI)4月份升至53.7,创下自2022年5月以来的最高水平。 与此同时,根据全国房屋价格指数(Nationwide House Price Index),英国4月份平均房价同比上涨3%,达到278,880英镑。 企业新闻方面,怡安集团(Aon)周五公布了第一季度经调整后的每股收益为6.48美元,高于去年同期的5.67美元。FactSet调查的分析师此前预期为6.37美元。 截至3月31日的第一季度,怡安集团营收为50.3亿美元,高于去年同期的47.3亿美元。FactSet调查的分析师此前预期为49.7亿美元。 该公司重申其2026年业绩指引,预计有机营收将实现中等个位数或更高的增长,调整后每股收益也将实现“强劲”增长。 怡安集团(Aon)股价在伦敦上涨3.5%。 英国药品和保健产品监管局(MHRA)周五宣布,葛兰素史克(GSK)的Linerixibat(商品名为Lynavoy)已获批准用于治疗成人原发性胆汁性胆管炎引起的瘙痒。 MHRA表示,这种口服疗法旨在减少与这种罕见肝病相关的胆汁酸积聚,从而缓解持续性瘙痒。 葛兰素史克(GSK)股价在伦敦下跌1.5%。 阿斯利康(AstraZeneca)周四表示,美国食品药品监督管理局(FDA)肿瘤药物咨询委员会已认可Truqap联合阿比特龙和雄激素剥夺疗法治疗前列腺癌患者的获益风险比。 该公司表示,该药物的具体适应症是PTEN缺陷型转移性激素敏感性前列腺癌。阿斯利康称,委员会以7比1的投票结果通过了该项批准,另有一名成员弃权。 这家英国制药公司的股价在伦敦下跌了近3%。 诺和诺德周五宣布,已将其用于治疗2型糖尿病的口服索玛鲁肽药物(原名Rybelsus)更名为Ozempic。 该公司表示,从下周一开始,Ozempic的1.5毫克、4毫克和9毫克片剂将在美国上市,供2型糖尿病成人患者使用。该公司称,Rybelsus于2019年首次获得FDA批准,提供3毫克、7毫克和14毫克片剂。 诺和诺德公司表示:“新型Ozempic片剂的作用机制与3毫克、7毫克和14毫克的司美格鲁肽片剂类似,疗效和安全性与原配方相同,但药片更小。” 这家丹麦制药公司的股票在哥本哈根上涨了1.4%。 英国国民西敏寺银行(NatWest)周五公布了第一季度财报,每股基本收益为0.179英镑(0.24美元),高于去年同期的0.155英镑。FactSet调查的分析师此前预期为0.169英镑。 截至3月31日的第一季度总收入(净利息收入和非利息收入之和)为43.6亿英镑,高于去年同期的39.8亿英镑。FactSet调查的分析师此前预期为43亿英镑。 该公司目前预计,2026年不计重大项目的收入将达到此前预期范围(172亿英镑至176亿英镑)的上限。 这家英国银行的股票在伦敦下跌了3.2%。

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