-- 英國股市本週收盤持平,富時100指數週五收跌0.03%,主因是當日英國經濟新聞不多,且市場預期美伊將在周末舉行和平談判。 牛津經濟研究院在一份報告中指出:「本週,美伊宣布停火兩週,金融市場鬆了一口氣。然而,停火協議看起來十分脆弱,霍爾木茲海峽實際上仍然封閉,因此,我們計劃在4月13日發布的全球經濟預測更新中,對英國的經濟增長和通脹預期不做任何重大調整。」 該研究機構補充說:「停火降低了出現更嚴重破壞性後果的可能性。但即便達成全面停火協議,能源生產和航運也需要時間才能恢復正常水平。」「我們目前的基準假設是,霍爾木茲海峽將持續關閉至4月底,5月和6月的通行量將回升至50%左右,隨後在接下來的六個月內恢復正常。」 牛津經濟研究院目前預計,英國2026年的國內生產毛額成長率為0.4%,2027年為0.9%,而該國的通貨膨脹率預計將在2026年第四季達到4.5%。 在公司新聞方面,翠豐集團(Kingfisher plc,股票代碼:KGF.L)是藍籌股指數中漲幅最大的股票之一,收盤上漲2.70%,原因是該公司啟動了價值高達3億英鎊的股票回購計畫的第一批。這家英國家居裝修公司將在第一批回購計畫中最多回購價值7,500萬英鎊的股票,這些股票將被註銷以減少公司的股本。 同時,電器零售商AO World(AO.L)預計,截至3月31日的12個月內,其調整後稅前利潤將達到先前預期的4,500萬英鎊至5,000萬英鎊區間的上限,集團總收入預計將增加11%。該股在交易日結束時上漲了6.98%。
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