-- 周四，伦敦富时100指数收跌1.43%，英国地方选举拉开帷幕。 丹麦银行表示，由于执政的工党可能遭遇“重大挫折”，市场情绪低迷，这可能会加大首相基尔·斯塔默的辞职压力。 贝伦贝格银行表示：“工党基层党员将选出下一任党魁，该党魁将自动成为首相。因此，基尔·斯塔默的继任者在经济政策上可能会更加左倾。这增加了企业成本再次上升和/或财政政策更加宽松的风险，而这两者都可能削弱我们预测中的降息以及随之而来的GDP增长回升。” 在英国建筑业，由于投入成本通胀上升，住宅和土木工程活动水平持续下降，4月份的低迷状况进一步恶化。标普全球英国建筑业采购经理人指数（PMI）录得39.7，低于上月的45.6和Investing.com预测的45.8。 公司新闻方面，能源和服务公司森特理克（Centrica，股票代码：CNA.L）股价下跌5.32%，成为富时100指数成分股中跌幅第二大的股票。此前，该公司预计2026年零售EBITDA将降至预期范围的下限，原因是天气转暖、大宗商品价格上涨以及住宅能源坏账催收持续面临挑战。 相反，京东运动时尚（JD.L）股价上涨8.62%，领涨蓝筹股指数。此前，该公司建议提高末期股息，原因是预计2026财年归属利润将下降，但营收将同比增长。 德意志Numis研究公司表示：“京东体育2026财年的业绩喜忧参半。2026财年税前利润符合预期，但第一季度同比增速放缓至-2.3%。2027财年税前利润预期中值比市场普遍预期低约4%。不过，2026财年的自由现金流超出预期，这得益于公司新的资本回报框架，包括不断增长的股息和滚动式2亿英镑的股票回购计划。” “2027-2029财年三年自由现金流预期至少达到14亿英镑，这将提振市场信心，主要得益于公司严格控制资本支出和改善营运资本。”
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Mining & Metals
Orestone Mining Provides First Gold Assays From Francisca Surface Exploration Program, Argentina
Orestone Mining (ORS.V) provided initial assay results received from the Phase I exploration program on the Francisca Gold project in Salta Province, Argentina, on Thursday.The company noted this program included the resampling of existing trenches for which it only possessed historic summary data. Mapping at the South Gold zone indicates a stockwork width from 40-70 metres averaging 50 metres along a 400-500 metre strike length, it said."The zone consists of highly sericite argillic altered porphyry and hornfels host rocks cut by a dense stockwork of thin light brown limonite veinlets with thin dark quartz vein centres and thicker dark limonite quartz veins that are both vertical and shallow dipping," said Orestone in a statement. "Assay results for the first two trenches at Francisca compare favorably to historically reported data and confirm that a robust gold-silver mineralized stockwork system is exposed on the surface."The company's goal is to define a gold-silver deposit that can be mined by open pit.Shares of the company were last seen down 4.2% at $0.115 on the TSX Venture Exchange.Price: $0.115, Change: $-0.005, Percent Change: -4.2%
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Australia
Novartis Starts Construction on Texas Cancer Therapy Manufacturing Facility
Novartis (NVS) said Thursday it started construction on a new radioligand therapy manufacturing facility in Denton, Texas, as part of the company's broader $23 billion US investment plan.The company said the Texas facility will become its fifth radioligand therapy manufacturing site in the US and is expected to begin operations in 2028, supporting production of personalized cancer therapies.The company said the project is part of its plan to expand US manufacturing and research operations over five years.Price: $145.47, Change: $-2.89, Percent Change: -1.95%
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US Markets
April Layoff Announcements Rise Amid Tech Job Cuts
US job cuts increased in April to the third-highest total for the month since 2009 as technology companies continued to announce layoffs amid a shift toward artificial intelligence, Challenger Gray & Christmas said Thursday.Employers in the US announced 83,387 layoffs last month, up 38% from March, but down 21% year over year, according to the outplacement and executive coaching firm. The consensus was 70,000 job cuts in a Bloomberg-compiled survey.The technology sector led the workforce reductions for April, with 33,361 cuts, reflecting an annual increase of 33%."Technology companies continue to announce large-scale cuts and are leading all industries in layoff announcements," Andy Challenger, the firm's chief revenue officer, said in a statement. "They are also often citing AI spend and innovation. Regardless of whether individual jobs are being replaced by AI, the money for those roles is."Meta Platforms (META) announced plans to let 8,000 employees go and cancel 6,000 open roles in April, while Snap (SNAP) said it will lay off about 1,000 employees.So far this year, about 16% of total job cuts have been attributed to AI, up from 13% through March, according to Challenger Gray & Christmas.Employers announced a total of 300,749 job cuts for the first four months of the year, about half of those recorded in the same period last year, the firm said.The report comes a day before the April nonfarm payrolls report.Official data is expected to show Friday that the US economy added 65,000 nonfarm jobs in April, compared with a 178,000 increase reported for the previous month, according to a Bloomberg-compiled consensus. On Wednesday, ADP (ADP) said that employment in the US private sector grew at its fastest pace in more than a year.Separately, the seasonally adjusted number of initial jobless claims increased to 200,000 for the week ended May 2 from the previous week's upwardly revised level of 190,000, the Department of Labor reported Thursday. The consensus was for a 205,000 reading.For the week ended April 25, continuing claims fell by 10,000 to about 1.77 million, below Wall Street's estimate of 1.8 million.Price: $616.52, Change: $+3.63, Percent Change: +0.59%
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