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周一,富时100指数小幅上扬,收在8,424.20(+0.047%)点,高旋于上周创下的历史新高附近。 重量级矿业股带来的上涨动能被利率敏感型股票所抵消。 受白银和黄金价格持续走高的激励,贵金属矿业公司弗雷斯尼洛Fresnillo强涨4%,领跑矿业板块。 工业矿股跟涨,采矿公司安托法加斯塔Antofagasta和嘉能可Glencore均升约1%,相关类股因中国经济刺激政策提振基础金属需求而有乐观展望。
相比之下,利率敏感型行业面临逆风,因国债收益率小幅上升影响,博柏利Burberry、欧卡多集团Ocado和博彩公司Entain等股价全线走低。 此外,同行瑞安航空RyanAir的财报揭示不明前景,易捷航空EasyJet重摔3.3%点燃跌势。
在英国股市强劲表现的支撑下,加以美元歇息,英镑攀至两个月高位,兑美元汇率达1.27。

(富时100指数年线图)

(GBPUSD月线图)
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