英国富时100 (FTSE100) 加自选

英镑在全球贸易紧张局势中保持强势。英镑/美元本周五在1.2941附近盘整，因为英镑继续跑赢同行。与其他主要货币不同，英镑相对不受全球贸易紧张局势升级的影响，这使其具有明显的优势。

Pound Stands Strong Amid Global Trade Tensions.The GBP/USD pair is consolidating around 1.2941 this Friday as the British pound continues to outperform its peers. Unlike other major currencies, the pound has remained relatively insulated from escalating global trade tensions, giving it a distinct advantage.

富时100指数周五徘徊在平稳线上，但随着投资者评估经济数据，该指数仍有望连续第二周上涨。英国2月份零售额意外增长1%，打破了0.4%的下降预测。虽然增长率从1月份开始放缓，但这标志着连续第二个月的增长，非食品商店的销售额强劲。与此同时，最终的GDP数据证实了0.1%的季度增长率，年度数据小幅上调至1.5%。Marks&Spencer、JD Sports、Sainsbury’s和Tesco等零售股在积极数据的推动下表现优异。消费品、医疗保健和公用事业等防御性行业也上涨，受益于其对经济不确定性的弹性。相比之下，在更广泛的避险情绪中，包括银行、航空公司、矿业和能源股在内的经济敏感行业表现不佳。

The FTSE 100 hovered around the flatline on Friday but remained on track for a second consecutive weekly gain as investors assessed economic data. UK retail sales unexpectedly rose 1% in February, defying forecasts of a 0.4% decline. While the growth rate slowed from January, this marked the second straight month of gains, with non-food stores seeing strong sales. Meanwhile, the final GDP reading confirmed 0.1% quarterly growth, with the annual figure slightly revised up to 1.5%. Retail stocks like Marks & Spencer, JD Sports, Sainsbury’s, and Tesco outperformed on the positive data. Defensive sectors such as consumer goods, healthcare, and utilities also gained, benefiting from their resilience to economic uncertainty. In contrast, economically sensitive sectors, including banks, airlines, miners, and energy stocks, lagged amid a broader risk-off sentiment.

英镑上涨，英国2月份零售额意外增长。周五，在英国公布2月份零售销售数据和修订后的第四季度国内生产总值（GDP）数据后，英镑（GBP）兑除日元（JPY）外的主要货币上涨。英国国家统计局（ONS）报告称，作为衡量消费者支出的关键指标，零售额出人意料地环比增长了1%。

Pound Sterling gains as UK Retail Sales surprisingly grew in February.The Pound Sterling (GBP) advances against its major peers on Friday, except the Japanese Yen (JPY), after the release of the United Kingdom (UK) Retail Sales data for February and revised Q4 Gross Domestic Product (GDP) figures. The Office for National Statistics (ONS) reported that Retail Sales, a key measure of consumer spending, surprisingly rose by 1% month-on-month.

2024年最后一个季度，英国经济同比增长1.5%，略高于初步估计的1.4%，第三季度高于1.2%。这是两年来最强劲的年增长率。政府支出（2.6%对2.1%）固定投资（2.2%对1.7%）上调，原因是商业投资激增1.8%，而最初估计下降0.7%。另一方面，家庭消费略有下调（1.2%对初步估计的1.4%），出口（-3.5%对-4.2%）和进口（5%对4.1%）都进行了修订。2024年全年，英国经济增长了1.1%，高于最初估计的0.9%和2023年的0.4%。

The British economy expanded 1.5% year-on-year in the last quarter of 2024, slightly higher than 1.4% in the initial estimate, and above 1.2% in Q3. It is the strongest annual growth rate in two years. Upward revisions were seen for government spending (2.6% vs 2.1%) fixed investment (2.2% vs 1.7%), due to a 1.8% surge in business investment, compared to initial estimates of a 0.7% decline. On the other hand, household consumption was revised slightly lower (1.2% vs 1.4% in the initial estimate) and both exports (-3.5% vs -4.2%) and imports (5% vs 4.1%) were revised. For the full year 2024, the UK economy expanded by 1.1%, up from 0.9% in the initial estimate and 0.4% in 2023.