AC资本市场：超预期GDP带领英国股市创9个月新高，英镑进入上升楔形

英国股市在周三收盘时达到了9个月的高点，矿业股的强势表现引领了英国蓝筹股的上涨。然而，英镑在数据显示英国经济在2024年初回归温和增长后出现了分歧。伦敦蓝筹股FTSE 100指数收涨0.3%，报收于7772点，连续第二个交易日创下了九个月的新高。

更加关注国内市场的FTSE 250指数则收平于19536点，回吐了之前的涨幅。英国国内生产总值（GDP）数据令人鼓舞，1月份的经济产出环比增长了0.2%，而去年12月份下降了0.1%。这一增长符合预期，得益于零售业和房屋建设的复苏。

然而，GDP在截至1月份的三个月内仍估计下降了0.1%。与此同时，英国贸易逆差扩大至31亿英镑，低于共识预测，尽管英国国家统计局表示，红海航运中的中断并未影响2024年1月份的进口。

UK100 H1

这些GDP数据为英国首相里希·苏纳克（Rishi Sunak）提供了一些缓解，因为该国在2023年下半年进入了一次浅层衰退。投资者增加了对6月份降息的押注，尽管首次降息直到8月份才被完全定价。英镑的反应较为平淡，对美元汇率持平于1.2791，对欧元汇率下跌0.15%，至1.1687。

GBPUSD Daily

矿业巨头是FTSE 100指数的涨幅领先者，Glencore上涨了5.3%，Anglo-American上涨了4.8%，Antofagasta上涨了4.6%。尽管Glencore受益于德意志银行的升级，但中国市场前景的改善也是推动涨势的原因。在经纪商升级后，Flutter Entertainment上涨了1.5%，JP Morgan将其对这家博彩集团的立场从中性调高至超配。

GBPUSD H1

此外，竞争对手Entain的股价也上涨了1.9%。

风险提示：

The information contained in this market commentary is of general nature only and does not take into account your objectives, financial situation or needs. You are strongly recommended to seek independent financial advice before making any investment decisions.

Trading margin forex and CFDs carries a high level of risk and may not be suitable for all investors. Investors could experience losses in excess of total deposits. You do not have ownership of the underlying assets. AC Capital Market (V) Ltd is the product issuer and distributor. Please read and consider our Product Disclosure Statement and Terms and Conditions, and fully understand the risks involved before deciding to acquire any of the financial products provided by us.

The content of this market commentary is owned by AC Capital Market (V) Ltd. Any illegal reproduction of this content will result in immediate legal action.