-- 伦敦富时100指数本周收盘走低,周五收跌0.14%,当日企业动态、经济数据和私营部门数据发布密集。 英国制造业4月份继续保持增长,标普全球英国制造业采购经理人指数(PMI)终值达到53.7,创47个月新高,高于上月的51和初值53.6。该指数连续第六个月高于50的荣枯线,主要得益于产量增加和新订单量增长。 “然而,复苏也伴随着一些问题。霍尔木兹海峡的运输限制导致原材料供应严重中断,供应商的交货周期延长至近四年来最大程度,”标普全球市场情报总监罗伯·多布森表示。值得注意的是,产量增长的部分原因是客户提前购买以应对预期的价格上涨和供应中断。随着这一趋势在今年晚些时候逐渐消退,加上商业信心下降,该行业的增长可能会放缓,而通胀压力依然居高不下。 在房地产市场方面,根据全国房屋互助协会(Nationwide Building Society)的数据,英国4月份的房价年增长率从3月份的2.2%攀升至3%,超过了市场普遍预期的2.2%。经季节性调整后,房价环比上涨0.4%,连续第四个月增长,超过了预期的0.3%的降幅。 在企业新闻方面,国民西敏寺银行集团(NatWest Group,股票代码:NWG.L)第一季度归属于母公司股东的净利润从12.5亿英镑跃升至14.3亿英镑。截至3月31日,受中东冲突导致经济不确定性加剧的影响,该银行集团的总减值拨备为37.4亿英镑,高于去年同期的35.9亿英镑。该集团是指数中跌幅最大的个股,收盘下跌3.35%。 阿斯利康(AZN.L)股价也下跌了3.13%,此前美国食品药品监督管理局(FDA)肿瘤药物咨询委员会投票否决了批准该公司在研药物卡美司群(camizestrant)联合细胞周期蛋白依赖性激酶4/6抑制剂作为激素受体阳性、HER2阴性晚期乳腺癌患者的一线治疗方案的获益风险评估。 伦敦证券交易所将于5月4日因五月初银行假日休市,并于次日恢复交易。
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