15:46:20
英国 United Kingdom
周三,富时100指数持平,小幅上涨,因为投资者期待着英国财政大臣雷切尔·里夫斯的支出审查,该审查将在下午12:30左右首相提问后公布。该审查将概述未来十年的长期政府支出计划,重点是基础设施、医疗保健、教育和住房。里夫斯预计将为自己的财政选择辩护,并将叙事转向投资驱动型增长。金融股领涨,反映出美中贸易谈判进展的乐观情绪。保诚、渣打银行和汇丰银行等与中国关系密切的公司股价上涨,而嘉能可和安托法加斯塔等矿商则受益于金属价格上涨。罗尔斯·罗伊斯和巴布科克等国防类股上涨,领先于预期的公共投资。英国电信股价上涨1.5%,此前摩根大通将其列入关注名单,称未来将出现强劲的催化剂。另外,据报道,英国电信正在考虑收购TalkTalk,因为其Openreach部门客户流失。
The FTSE 100 traded flat to slightly higher on Wednesday as investors looked ahead to Chancellor Rachel Reeves’ spending review, due after Prime Minister’s Questions around 12:30 pm. The review will outline long-term government spending plans through the decade, focusing on infrastructure, healthcare, education, and housing. Reeves is expected to defend her fiscal choices and shift the narrative toward investment-driven growth. Financial stocks led gains, reflecting optimism from progress in US-China trade talks. Companies with strong Chinese ties, such as Prudential, Standard Chartered, and HSBC, rose, while miners like Glencore and Antofagasta benefited from higher metal prices. Defence stocks including Rolls-Royce and Babcock gained ahead of expected public investment. BT shares rose 1.5% after JPMorgan added them to its focus list, citing strong catalysts ahead. Separately, BT is reportedly exploring a takeover of TalkTalk amid customer losses at its Openreach unit.