-- 英国富时100指数周四收盘上涨0.29%,此前政府数据显示2月份经济增长好于预期。与此同时,美国对伊朗港口的封锁仍在继续,特朗普政府正寻求与伊朗达成和平协议。 英国国家统计局表示,继1月份修正后的0.1%增幅之后,2月份英国国内生产总值(GDP)环比增长0.5%。这一数据高于市场预期的0.1%增幅。 贝伦贝格银行表示:“2月份GDP增长的大幅超出预期,将再次引发人们对GDP统计数据中残留季节性因素的担忧,但这仍然证实了英国经济今年开局良好。按年计算,由于2月份强劲的增长弥补了2025年末令人失望的局面,GDP同比增长从0.7%回升至1.0%。遗憾的是,2月28日爆发的伊朗战争将使这一增长势头戛然而止。” 公司新闻方面,Entain (ENT.L) 股价上涨 6.02%,成为蓝筹股指数中涨幅最大的股票之一。此前,该公司重申了其 2026 年在线净游戏收入按固定汇率计算将增长 5% 至 7% 的预期。这家体育博彩和游戏公司第一季度净游戏收入增长 3%,其中在线净游戏收入增长 5%,零售净游戏收入下降 3%。 “我们强劲且富有韧性的业务在年初开局良好,我们将继续保持这一增长势头。我们更加聚焦业务并采取优化措施,这进一步增强了我们对实现可持续增长和改善现金流的信心。Entain 仍处于有利地位,有望成为行业的长期赢家,抓住未来的诸多机遇,我对我们的未来充满信心。”首席执行官 Stella David 表示。 另一方面,Rentokil Initial (RTO.L) 收盘下跌 0.82%。这家害虫防治和卫生服务公司第一季度营收同比增长4.3%,并预计全年业绩符合市场预期。 “第一季度有机增长率略高于预期,达到3.4%(高于我们此前预测的3.0%),”加拿大皇家银行资本市场表示。“其中,美国害虫防治服务业务增长2.8%,略高于第四季度的2.6%,尽管1月份天气恶劣。但由于太平洋地区(同店销售额较低)和中东地区市场受到冲击,国际业务增长放缓,部分抵消了上述增长。”
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