-- 英国股市本周收盘持平,富时100指数周五收跌0.03%,主要原因是当日英国经济新闻不多,且市场预期美伊将在周末举行和平谈判。 牛津经济研究院在一份报告中指出:“本周,美伊宣布停火两周,金融市场松了一口气。然而,停火协议看起来十分脆弱,霍尔木兹海峡实际上仍然封闭,因此,我们计划在4月13日发布的全球经济预测更新中,对英国的经济增长和通胀预期不做任何重大调整。” 该研究机构补充道:“停火降低了出现更严重破坏性后果的可能性。但即便达成全面停火协议,能源生产和航运也需要时间才能恢复正常水平。” “我们目前的基准假设是,霍尔木兹海峡将持续关闭至4月底,5月和6月的通行量将回升至50%左右,随后在接下来的六个月内逐步恢复正常。” 牛津经济研究院目前预计,英国2026年的国内生产总值增长率为0.4%,2027年为0.9%,而该国的通货膨胀率预计将在2026年第四季度达到4.5%。 在公司新闻方面,翠丰集团(Kingfisher plc,股票代码:KGF.L)是蓝筹股指数中涨幅最大的股票之一,收盘上涨2.70%,原因是该公司启动了价值高达3亿英镑的股票回购计划的第一批。这家英国家居装修公司将在第一批回购计划中最多回购价值7500万英镑的股票,这些股票将被注销以减少公司的股本。 与此同时,电器零售商AO World(AO.L)预计,截至3月31日的12个月内,其调整后税前利润将达到此前预期的4500万英镑至5000万英镑区间的上限,集团总收入预计将增长11%。该股在交易日结束时上涨了6.98%。
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