23:57:32
英国 United Kingdom
富时100指数周三小幅上涨，结束了周二下跌0.9%后连续三天的下跌。Marks&Spencer领涨，涨幅超过4%，数据显示，截至9月6日的12周内，食品销售额增长8.5%，超出预期，其秋季时尚系列也受到好评。森特理克公司股价上涨超过3.5%，此前摩根士丹利将其股票评级上调至增持，并将其列为英国公用事业公司的首选，这要归功于Sizewell C和Grain液化天然气终端等项目的资本部署。Barratt Redrow上涨2.5%，调整后的利润超过预期，尽管该房屋建筑商指出了与预算相关的不确定性。不利的一面是，阿斯利康的哮喘药物法森拉在第二次慢性阻塞性肺病试验中失败后下跌了0.7%。在宏观方面，英国8月份CPI保持在3.8%的同比水平，与7月份的18个月高点和预测相符。随着就业数据的稳定，这使得英国央行的利率预期几乎没有变化，到年底只有8个基点的降息。投资者现在等待美联储今天晚些时候预期的25个基点的降息。
The FTSE 100 inched higher on Wednesday, snapping a three-day losing streak after Tuesday’s 0.9% fall. Marks & Spencer led gains, jumping over 4% as data showed food sales up 8.5% in the 12 weeks to September 6, ahead of expectations, with its autumn fashion range also well received. Centrica rose more than 3.5% after Morgan Stanley upgraded the stock to overweight, naming it its top UK utility pick thanks to capital deployment in projects like Sizewell C and the Grain LNG terminal. Barratt Redrow gained 2.5% as adjusted profits topped forecasts, though the housebuilder flagged budget-related uncertainties. On the downside, AstraZeneca slipped 0.7% after its asthma drug Fasenra failed a second COPD trial. On the macro front, UK CPI held at 3.8% y/y in August, matching July’s 18-month high and forecasts. Along with steady jobs data, this left BoE rate expectations little changed, with just 8 bps of cuts priced by year-end. Investors now await the Fed’s expected 25 bp cut later today.
