00:34:22
英国 United Kingdom
受矿业股和沃达丰的拖累，富时100指数周一下跌。瑞银下调沃达丰股票评级后，沃达丰股价下跌约5%，原因是被忽视的风险，包括德国多户住宅单元的光纤竞争加剧、西班牙Vantage Towers的潜在收入压力，以及如果该提供商被西班牙电信收购，其与1&1的国家漫游协议可能会丢失。由于令人失望的中国经济数据抑制了市场情绪，矿业公司也举步维艰，英美资源集团和嘉能可下跌约2.5%，力拓下跌超过2%，安托法加斯塔下跌超过1.5%。从好的方面来看，英国石油公司在宣布计划出售两家美国在岸资产的股份后上涨了0.9%。在美中贸易紧张局势缓解的情况下，包括汇丰银行和渣打银行在内的有中国风险敞口的金融股也表现良好。在周四英格兰银行的政策决定之前，投资者仍持谨慎态度，大多数人预计利率将保持稳定。
The FTSE 100 fell on Monday, weighed down by mining stocks and Vodafone. Vodafone shares dropped around 5% after UBS downgraded the stock to sell, citing overlooked risks including rising fibre competition in German multi-dwelling units, potential revenue pressure on Spanish Vantage Towers, and the possible loss of its national roaming agreement with 1&1 if the provider is acquired by Telefonica. Miners also struggled as disappointing Chinese economic data dampened sentiment, with Anglo American and Glencore down about 2.5%, Rio Tinto over 2%, and Antofagasta more than 1.5%. On the upside, BP gained 0.9% after announcing plans to sell stakes in two US onshore assets. Financial stocks with China exposure, including HSBC and Standard Chartered, also performed well amid easing US-China trade tensions. Investors remain cautious ahead of Thursday’s Bank of England policy decision, where most expect rates to be held steady.
