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周三,富时100指数延续反弹格局收涨0.28%,多个产业板块的涨幅推动大盘上扬。 石油矿业公司、公用事业以及防御性股票如制药和烟草公司都为指数正向发展做出贡献。
博柏利(Burberry)引人注目,摆脱颓势以超过4%的涨幅领跑指数。 市场猜测最近内部人士开始回购自家股份有关,当日已有董事成员呈报小额申购。 在能源板块,油价月内上演强弹行情,石油巨头BP和壳牌分别录得1.4%和0.8%涨幅。

(富时100指数月线图)
英国消费者物价指数(CPI)在6月维持在2%水平,连续第二个月表现与英格兰银行(BOE)的目标一致。 然而,这一整体数据有潜在担忧,特别是在服务业,其通胀率仍然居高不下,达到5.7%。
报告结果与经济学家预期有所偏离。 普遍认为整体通胀率会略微下降至1.9%。 再者,英格兰银行预估服务业通胀率是5.1%,远低于实际数字。
服务业持续存在的通胀压力说明尽管整体物价目前达到设定,但不会长期维持在这一水平,可能会拖慢英格兰银行减息步伐。
根据基本面,金融市场调整预期。 交易员下修8月1日例会降息的概率至约30%,大幅少于前一天的40%。 这种情绪转变反映在货币市场上,英镑兑美元 (GBPUSD)汇率升至1.3,接近一年来的高位。

(英国通胀率YoY%,国家统计局)
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