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英国股市因消费必需品和防务板块上涨;预算借贷报告提振情绪UK stocks gain on consumer staples, defence; budget borrowing report lifts sentiment

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2026年9月8日,英国伦敦帕特诺斯特广场,伦敦证券交易所集团(LSEG)总部内,一名工人走过一个带有LSEG品牌标识的立方体。路透社/托比·梅尔维尔/资料照片A worker walks near an LSEG (London Stock Exchange Group) branded cube inside the LSEG headquarters in Paternoster Square, London, Britain, September 8, 2026. REUTERS/Toby Melville/File Photo

英国股市周三走高,受消费必需品和防务板块提振,投资者在权衡一份报告——财政大臣约翰·希尔利本月晚些时候的预算将避免新增借贷——的影响。

蓝筹股指数富时100指数(.FTSE)截至格林尼治标准时间上午10:06上涨0.47%,至10,700.08点,而中型股指数富时250指数(.FTMC)攀升0.8%。

UK stocks rose on Wednesday, lifted by consumer staples and defence stocks, as investors weighed a report that Finance Minister John Healey would avoid more borrowing in the budget later this month.

英国财政大臣约翰·希尔利预计将通过提高税收或削减支出来为新项目融资,而不是增加借贷,英国《金融时报》周三报道。与此同时,国际货币基金组织支持英国的财政策略,敦促其在赤字削减上“保持路线”,这与其他在利率上升时期几乎没有减债计划的大经济体形成对比。英国央行首席经济学家胡·皮尔表示,他对市场预期明年内加息四次持怀疑态度,尽管通胀风险上升。

“英国央行的审慎立场已相当明确,鉴于劳动力市场疲软,任何加息都将被视为保险,”美国银行(BNY)欧洲、中东及非洲地区高级市场策略师乔弗·余(Geoff YU)说。

The blue-chip FTSE 100 index (.FTSE) rose 0.47% to 10,700.08 points by 10:06 AM GMT, while the midcap FTSE 250 (.FTMC) climbed 0.8%.

在消费必需品公司中,联合利华(ULVR.L)和英美烟草(BATS.L)各涨1%,而烈酒制造商帝亚吉欧(DGE.L)上涨1.6%。奢侈时尚公司巴宝莉(BRBY.L)涨幅达2.9%,为富时100指数中最高。大黄(Big Yellow)在激进投资者Ancora呼吁进行战略审查后上涨5.8%,该投资者称该自助仓储公司交易价格被低估,可能吸引收购兴趣。

阿德米拉尔(ADML.L)下跌1.5%,因Peel Hunt下调其目标价,警告该保险公司在提高费率以保护利润率的同时,英国汽车保单增长可能放缓。更广泛的非寿险板块(.FTNMX303020)下跌1.1%。防务产品制造商Chemring上涨3.8%,其Roke部门与一家美国大型承包商达成合作,其中包括首笔1600万美元订单以及为期五年、最低1.7亿美元的协议。投资者正等待当天稍后公布的美国通胀数据,以及周四公布的英国8月GDP数据。

UK's Finance Minister John Healey is expected to fund new initiatives through higher taxes or spending cuts rather than more borrowing, the FT reported on Wednesday Separately, the IMF backed Britain's fiscal strategy, urging it to "stay the course" on deficit reduction, in contrast with other big economies that have little plan to reduce borrowing at a time of rising interest rates Meanwhile, the Bank of England Chief Economist Huw Pill said he is sceptical of market expectations for four rate hikes over the next year, despite growing inflation risks "The BOE's caution is well established, and given the weakness of the labor market, any hike would be framed as insurance," said Geoff YU, senior EMEA markets strategist at BNY Among consumer staple firms, Unilever (ULVR.L) and British American Tobacco (BATS.L) gained 1% each, while spirits maker Diageo (DGE.L) was up 1.6% Luxury fashion firm Burberry (BRBY.L) gained 2.9%, the most on the FTSE 100 Big Yellow rose 5.8%, after activist investor Ancora called for a strategic review, saying the self-storage firm trades at an unjustified discount and could attract takeover interest Admiral (ADML.L) slipped 1.5% after Peel Hunt cut its price target, warning the insurer's UK motor policy growth could slow as it raises rates to protect margins The broader non-life insurers (.FTNMX303020) slipped 1.1% Defence products maker Chemring climbed 3.8% after its Roke unit secured a partnership with a major US contractor, including an initial $16 million order and a minimum $170 million agreement over five years Investors await US inflation data later in the day, and UK August GDP figures on Thursday