-- 周三，英国股市回落，富时100指数收跌1.16%，投资者权衡企业盈利和地缘政治局势，其中包括有关美国准备在霍尔木兹海峡实施长期海上封锁的报道。 葛兰素史克（GSK.L）下跌5.42%，是该蓝筹股指数中表现第二差的股票。这家制药公司确认了其2026年的增长预期，并公布第一季度归属于股东的净利润从去年同期的16.2亿英镑增至17.4亿英镑，与FactSet汇总的共识预期一致。 “葛兰素史克在2026年开局强劲，我们的关键增长驱动因素表现良好。除了运营交付之外，我们还专注于执行和加速研发，”首席执行官卢克·米尔斯表示。 Haleon (HLN.L) 维持了其 2026 年的增长预期，尽管受流感季疲软的影响，其第一季度营收仍同比增长 28.6 亿英镑，高于去年同期的 28.5 亿英镑。这家消费者保健公司的股价在收盘时下跌了 3.08%。 “第一季度营收增长符合预期，尽管销量下滑幅度小于预期（与 Visible Alpha 的共识预期相比）。与 Reckitt 的情况类似，流感季疲软影响了其在各个地区的业绩，其中欧洲的消费依然疲软，拉丁美洲的增长也放缓，”加拿大皇家银行资本市场表示。 与此同时，能源分销商 DCC (DCC.L) 证实，已收到由美国投资公司 Energy Capital Partners 和 KKR 组成的财团提出的现金收购意向书，消息传出后，其股价上涨了 9.29%。该财团需在 6 月 10 日前向 DCC 提出正式收购要约。 在监管方面，英国通信监管机构Ofcom对英国电信集团（BT-A.L）展开调查，原因是该公司可能未能遵守Ofcom对其旗下各实体发出的信息请求的相关规定。Ofcom表示，此举并不意味着现阶段已得出任何结论，并将审查现有证据后再决定是否采取强制措施。该公司股价收盘下跌1.16%。
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Commodities
Market Chatter: UAE Reportedly Reviews Multilateral Ties After OPEC Exit, But No Further Withdrawals Planned
The United Arab Emirates is reviewing its participation in multilateral organizations but is not considering any withdrawals at present, Reuters reported Wednesday, citing a UAE official.The report came a day after Abu Dhabi announced it would leave the Organization of the Petroleum Exporting Countries and OPEC+ effective May 1. The official said the broader review focuses on the "utility" of UAE membership in international and regional bodies.The comments have fueled speculation that the UAE could reassess its role in other organizations, including the Arab League and the Gulf Cooperation Council.The UAE Ministry of Foreign Affairs did not immediately respond to a request for comment from.The OPEC exit, which involves one of the group's largest producers, has sharpened tensions with Saudi Arabia, OPEC's de facto leader. Relations between Abu Dhabi and Riyadh, long-standing allies, have grown increasingly strained in recent years over oil policy disputes, regional security concerns, and competition for investment and skilled labor, Reuters reported.The reassessment comes amid wider debate in Abu Dhabi over regional alignments following the Iran war, with Emirati officials criticizing the GCC's collective response.Senior UAE official Anwar Gargash said on Monday the GCC's political and military response to the conflict was "the weakest in history," adding that expectations for the Arab League were already low."I expected such a weak position from the Arab League... but I have not expected it from the GCC, and I am surprised by it," Gargash reportedly said.He also said the Gulf's strategy to contain Iran had "failed miserably" and warned that Tehran could remain a long-term threat, according to The National.Gargash said the UAE would "scrutinize" its regional and international relationships to assess the reliability of partners while strengthening its economic resilience. "Strategic autonomy remains the UAE's enduring choice," he said.OPEC+ is expected to approve a modest output increase on Sunday despite the UAE's departure, three sources reportedly told Reuters. The group is likely to raise production targets by about 188,000 barrels per day, roughly in line with last month's 206,000 bpd hike after adjusting for the UAE's exit.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
Oil & Energy
UAE Exit From OPEC Signals Oversupply Risk, Weaker Oil Prices From 2027, Wood Mackenzie Says
The UAE will exit OPEC on May 1, a move that raises risks of oversupply and weaker oil prices from 2027, Wood Mackenzie strategists said in a Wednesday note.The UAE announced its departure on April 28 after reviewing production strategy and capacity plans, aiming to accelerate domestic energy investments, the report noted.The country joined OPEC in 1967 and grew into its second-largest producer by liquids capacity, making the exit a major shift for the group, the report said."As the nation with the second-largest liquids capacity in OPEC, the UAE's exit is momentous," said Simon Flowers, chairman and chief analyst at Wood Mackenzie.He said tensions between the UAE and Saudi Arabia have built over recent years and intensified amid the Iran conflict, contributing to the decision."UAE's departure from OPEC will have minimal impact on market fundamentals in 2026," Flowers said, noting that Gulf producers need months to restore output even if the Strait of Hormuz reopens.He added that losing the UAE will make it harder for OPEC to balance markets and increase the risk of oversupply weakening prices beyond 2026.The UAE committed $145 billion to upstream investment through 2030 to lift output from under 4 million barrels per day in 2020 to 5 million b/d by 2027, Wood Mackenzie macro oils and upstream experts said.Capacity reached about 4.85 million b/d by 2024, widening the gap between production potential and OPEC+ quota limits, the experts said."OPEC+ quotas constrained output well below capacity," Alan Gelder, senior vice president at Wood Mackenzie, said.He said the group raised the UAE baseline from 3.17 million b/d to 3.5 million b/d in May 2022, but the adjustment reflected only partial capacity growth.The UAE accounted for about 14% of OPEC capacity, and its exit reduces the group's influence as it controls a smaller share of the global oil market, Wood Mackenzie said.The closure of the Strait of Hormuz has shut in nearly 2 million b/d of UAE offshore output, limiting supply growth in 2026, and restoring pre-conflict production may take up to six months.The UAE's exit will likely reshape supply dynamics from 2027, as rising market share competition with OPEC could pressure prices if both sides increase output, Wood Mackenzie said.Flowers said the UAE holds lower fiscal breakevens than peers, leaving it better positioned to withstand a prolonged period of lower oil prices.
Australia
Boston Scientific Shares Fall After Daiwa Securities Downgrade
Boston Scientific (BSX) shares fell 3.4% in Wednesday afternoon trading after Daiwa Securities downgraded the stock to neutral from outperform, and lowered its price target to $60 per share from $83 earlier.Trading volume stood at about 12.9 million shares, compared with a daily average of over 17.6 million.Price: $56.49, Change: $-1.96, Percent Change: -3.35%
$BSX