-- 倫敦富時100指數本週收盤走低,週五收跌0.14%,當日企業動態、經濟數據和私部門數據發布密集。 英國製造業4月持續維持成長,標普全球英國製造業採購經理人指數(PMI)終值達53.7,創47個月新高,高於上月的51和初值53.6。該指數連續第六個月高於50的榮枯線,主要得益於產量增加和新訂單量成長。 「然而,復甦也伴隨著一些問題。霍爾木茲海峽的運輸限制導致原材料供應嚴重中斷,供應商的交貨週期延長至近四年來最大程度,」標普全球市場情報總監羅伯·多布森表示。值得注意的是,產量成長的部分原因是客戶提前購買以應對預期的價格上漲和供應中斷。隨著這一趨勢在今年稍晚逐漸消退,加上商業信心下降,該行業的成長可能會放緩,而通膨壓力仍然居高不下。 在房地產市場方面,根據全國房屋互助協會(Nationwide Building Society)的數據,英國4月的房價年增率從3月的2.2%攀升至3%,超過了市場普遍預期的2.2%。經季節性調整後,房價季增0.4%,連續第四個月成長,超過了預期的0.3%的降幅。 在企業新聞方面,國民威斯敏斯特銀行集團(NatWest Group,股票代號:NWG.L)第一季歸屬於母公司股東的淨利從12.5億英鎊躍升至14.3億英鎊。截至3月31日,受中東衝突導致經濟不確定性加劇的影響,該銀行集團的總減損撥備為37.4億英鎊,高於去年同期的35.9億英鎊。該集團是指數中跌幅最大的個股,收盤下跌3.35%。 阿斯特捷利康(AZN.L)股價也下跌了3.13%,此前美國食品藥品監督管理局(FDA)腫瘤藥物諮詢委員會投票否決了批准該公司在研藥物卡美司群(camizestrant)聯合細胞週期蛋白依賴性激酶4/6抑製劑作為激素受體陽性、HER2陰性晚期乳腺癌患者的一線治療方案的獲益風險評估。 倫敦證券交易所將於5月4日因五月初銀行假日休市,並於隔日恢復交易。
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