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由於美伊談判破裂,英國股市本週開盤走低;聯合英國食品公司股價下跌

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-- 週一,受美國與伊朗在巴基斯坦舉行的談判破裂以及美國總統川普再次威脅封鎖霍爾木茲海峽「任何船隻」進出的影響,英國富時100指數收跌0.17%。 針對川普的言論,英國首相基爾·斯塔默在接受BBC第五廣播電台採訪時表示,英國不會參與美國對伊朗的軍事封鎖,並補充說,政府的應對重點是盡快重新開放霍爾木茲海峽,以降低能源價格。 在經濟方面,投資者將於週二關注英國零售商協會的零售銷售數據,並於週四關注月度國內生產毛額、工業生產和建築業產出數據。德意志銀行研究部的經濟學家預測,英國2月經濟季成長0.2%,高於市場普遍預期的0.1%,主要得益於服務業、製造業和建築業的普遍成長動能。 企業新聞方面,英國聯合食品公司(ABF.L)股價下跌1.98%,成為藍籌股指數中表現最差的股票之一。此前,加拿大皇家銀行資本市場將這家食品加工和零售公司的評級從“與行業持平”下調至“弱於大盤”,並將目標價從20.5英鎊下調至18.5英鎊。 分析師表示:「鑑於我們對歐洲零售業持更謹慎的態度,我們認為市場普遍預期盈利將面臨進一步下行風險,這主要是由於聯合英國食品公司旗下最大的業務Primark面臨壓力。儘管我們認為分拆將使聯合英國食品公司從長遠來看更具投資價值,但考慮到未來幾年增長前景有限,我們認為聯合英國食品公司的估值已經過高。」 同時,維斯特里集團(VTY.L)宣布任命亞當·丹尼爾斯為首席執行官,接替格雷格·菲茨杰拉德,立即生效。這家住宅建築商的股價收盤下跌3.83%。 「一方面,Vistry找到並任命了新的首席執行官,消除了先前關於該任命的不確定性,這無疑是個好消息。然而,我們認為這次任命似乎有些倉促:候選人(Adam Daniels)是內部人士,而且任命後Adam上任,Greg Fitzgerald立即離職。

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