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週一,富時100指數小幅上揚,收在8,424.20 (+0.047%)點,高旋於上週創下的歷史新高附近。 重量級礦業股帶來的上漲動能被利率敏感型股票所抵消。 受白銀和黃金價格持續走高的激勵,貴金屬礦業公司弗雷斯尼洛Fresnillo強漲4%,領跑礦業板塊。 工業礦股跟漲,採礦公司安托法加斯塔Antofagasta和嘉能可Glencore均升約1%,相關類股因中國經濟刺激政策提振基礎金屬需求而有樂觀展望。
相比之下,利率敏感型行業面臨逆風,因國債收益率小幅上升影響,博柏利Burberry、歐卡多集團Ocado和博彩公司Entain等股價全線走低。 此外,同行瑞安航空RyanAir的財報揭示不明前景,易捷航空EasyJet重摔3.3% 點燃跌勢。
在英國股市強勁表現的支撐下,加以美元歇息,英鎊攀至兩個月高位,兌美元匯率達1.27。

(富時100指數年線圖)

(GBPUSD月線圖)
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