英国走出衰退，富时 100 指数创下新高

受强于预期的 0.6% GDP 增长推动，富时 100 指数再创历史新高，这标志着英国摆脱了衰退。积极的 GDP 数据以及该指数此前创下的收盘纪录，提振了市场信心。英国航空母公司 IAG 和房地产门户网站 Rightmove 发布了业绩报告，S4 Capital 报告称，由于全球经济状况，广告收入出现下降。 Quilter Cheviot 的理查德·卡特 (Richard Carter) 预计英国经济停滞将结束并恢复稳定增长，而随着降息的希望，富时 100 指数预计将开盘走高。

FTSE 100 at Record Highs as UK Exits Recession

英国摆脱衰退，富时 100 指数创历史新高

London, May 10, 2023 – The FTSE 100 index surged to a fresh record high today, bolstered by a robust GDP figure that signaled the UK's exit from recession.

伦敦，2023 年 5 月 10 日——今天，在预示英国摆脱衰退的强劲 GDP 数据的推动下，富时 100 指数飙升至历史新高。

GDP Beats Expectations

GDP超出预期

The Office for National Statistics (ONS) reported a 0.6% growth in the first quarter of 2023, surpassing economists' expectations of 0.4%. This marks the end of a two-quarter contraction, the technical definition of a recession.

英国国家统计局 (ONS) 报告称，2023 年第一季度经济增长 0.6%，超过经济学家 0.4% 的预期。这标志着两个季度收缩的结束，这是经济衰退的技术定义。

The ONS highlighted broad-based strength across the services sector, particularly in retail, public transport, and healthcare. Manufacturing, led by car production, also contributed to the positive growth. Construction remained the only sector to struggle, experiencing another weak quarter.

英国国家统计局强调了整个服务业的广泛实力，特别是在零售、公共交通和医疗保健领域。以汽车生产为首的制造业也为正增长做出了贡献。建筑业仍然是唯一陷入困境的行业，又经历了一个疲软的季度。

Corporate Updates

公司动态

IAG, the parent company of British Airways, released its financial results today, showing mixed performance. While revenue increased, rising fuel costs and weak passenger demand in Asia weighed on the company's bottom line.

英国航空母公司 IAG 今天发布了财务业绩，业绩好坏参半。尽管收入有所增长，但燃料成本上涨和亚洲客运需求疲弱给公司的利润带来了压力。

Rightmove, the property portal, reported a surge in revenue and profits, attributed to increased home sales and rentals. The company expects the favorable market conditions to continue in the coming months.

房地产门户网站 Rightmove 报告称，由于房屋销售和租金增加，收入和利润大幅增长。该公司预计有利的市场状况将在未来几个月持续。

Market Outlook

市场展望

Analysts anticipate the FTSE 100 to maintain its upward trajectory, with IG Index forecasting a 0.5% or 39-point gain at the open. Market sentiment has been boosted by hopes of an interest rate cut by the US Federal Reserve, which would support global economic growth.

分析师预计 FTSE 100 指数将维持上行趋势，IG 指数预计开盘上涨 0.5%，即 39 点。美联储降息的希望提振了市场情绪，这将支持全球经济增长。

Rate Cut Speculation

降息猜测

Traders in the UK are pricing in the possibility of a June rate cut by the Bank of England if April's inflation and wage data provide favorable conditions. The pound traded above $1.25 this morning, supported by expectations of lower interest rates.

如果四月份的通胀和工资数据提供有利条件，英国交易员预计英国央行六月份降息的可能性。受降息预期的支撑，英镑今早交投于 1.25 美元上方。

Regulatory Scrutiny

监管审查

The Financial Conduct Authority (FCA) has come under fire from Chancellor Jeremy Hunt for its plan to "name and shame" companies under investigation for malfeasance. Hunt argues that such measures could harm the UK stock market. However, the FCA maintains that increased transparency will strengthen London's financial sector and attract investors.

英国金融行为监管局（FCA）因计划“点名羞辱”因渎职调查的公司而受到英国财政大臣杰里米·亨特的批评。亨特认为，此类措施可能会损害英国股市。然而，英国金融行为监管局坚称，提高透明度将加强伦敦金融业并吸引投资者。

Market Commentary

市场评论

Richard Carter, head of fixed interest research at Quilter Cheviot, expressed optimism about the UK's economic prospects. He believes that the end of the recession and potential rate cuts will foster steady growth in the coming months.

Quilter Cheviot固定利率研究主管理查德·卡特(Richard Carter)对英国经济前景表示乐观。他认为，经济衰退的结束和潜在的降息将在未来几个月促进稳定增长。

International Markets

国际市场

US stocks closed higher yesterday, extending their rally into a seventh consecutive session. The Dow Jones Industrial Average and the S&P 500 index both gained, boosted by a weak jobs report that raised expectations of earlier rate cuts.

美股昨日收高，连续第七个交易日上涨。道琼斯工业平均指数和标准普尔 500 指数双双上涨，因疲软的就业报告提高了人们对早前降息的预期。

In Asia, markets are mixed today, with the Nikkei 225 index retreating while the Hang Seng Index advances slightly. European markets are expected to open higher, following the positive lead from the US.

今天亚洲市场涨跌互现，日经 225 指数下跌，而恒生指数小幅上涨。在美国的积极带动下，欧洲市场预计将开盘走高。

Conclusion

结论

The FTSE 100's ascent to record highs, coupled with the UK's exit from recession, paints a positive picture for the country's economy. However, market participants remain cautious about the impact of geopolitical events and the potential for further interest rate hikes globally. Nonetheless, the current momentum suggests that the FTSE 100 is well-positioned to continue its upward trajectory in the near term.

富时 100 指数升至历史新高，加上英国摆脱衰退，为该国经济描绘了一幅积极的图景。不过，市场参与者对地缘政治事件的影响以及全球进一步加息的可能性仍持谨慎态度。尽管如此，目前的势头表明富时 100 指数处于有利位置，可以在短期内继续其上行轨迹。