-- 受一系列企业动态以及市场预期美伊重启谈判的影响，伦敦富时100指数周三收跌0.47%。 丹麦银行表示：“昨晚，特朗普总统表示，结束战争的谈判可能在两天内重启；伊朗官员表示，讨论可能在本周继续进行，但一位伊朗高级官员指出，尚未确定具体日期。如果谈判最终达成永久停火协议，那将令人意外。如果美伊官员在周末或下周初再次会面，最有可能的情况是延长目前的停火协议。” 英国当日没有公布经济数据，市场观察人士正等待周四公布的英国2月份国内生产总值、工业和制造业生产以及建筑业产出数据。 企业方面，住宅开发商Barratt Redrow（BTRW.L）是蓝筹股指数中涨幅最大的股票之一，收盘上涨3.48%。 巴拉特·雷德罗（Barratt Redrow）公布，截至3月29日，其第三财季（含合资企业）总预期销售额同比增长12.8%，达到35.4亿英镑。但同期房屋竣工量则从去年同期的3717套下降至3274套。该公司表示，2026财年有望实现17200至17800套的房屋竣工目标，调整后税前利润也将与市场预期相符。 与此同时，英国保险公司标准人寿（Standard Life plc，股票代码：SDLF.L）股价上涨2.13%，原因是该公司同意以20亿英镑的总价收购其荷兰同行安盛集团（Aegon）的英国业务。根据协议，Aegon将在交易完成后获得7.5亿英镑现金以及Standard Life 15.3%的股份。交易预计将于2026年底完成。 “总体而言，我们认为此次交易将加速Standard Life向轻资本盈利模式的转型，同时进一步扩大其在DC养老金结构性增长领域的规模，并为其在英国咨询市场提供额外的立足点。此次收购对Standard Life的估值具有增值作用，Aegon的过去12个月SII UT1倍数为0.83倍，而Standard Life的市盈率为1.63倍。”加拿大皇家银行资本市场(RBC Capital Markets)的分析师表示，“至关重要的是，此次交易及相关融资将逐步提高偿付能力II比率（从2025财年的174%提高）和杠杆率（朝着30%的目标迈进）。”
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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