5.15pm: In the green London stocks made gains on Tuesday, with the FTSE 100 adding 34 points at 10,373. Across the Atlantic, US stocks remained close to record highs, even as peace talks between the US and Iran stalled again. "US equity indices ground higher while their European peers managed to hold on to slight gains amid reports that Iran paused its negotiations with the US while Israel pushes further into Lebanon," IG chief technical analyst Axel Rudolph said. "On the other side of the Atlantic, eurozon ...

2.52pm: US stocks have opened with wheels spinning but the4 big three indices not going anywhere much. The Dow is down almost 0.2%, while broader S&P 500 is down less than 10 points or 0.1%, with the Nasdaq even flatter. Back in London, the FTSE is also pretty much flat now. 1.53pm: easyJet and Rosebank notes Some broker notes worth flagging from today. Rosebank Industries, the industrial turnaround vehicle run by former Melrose executives, is up 4% after attracting 'buy' ratings from both Jefferies and Cit ...

英国房地产市场与信贷数据 - 英国央行数据显示房地产市场具有韧性，4月抵押贷款批准量增至65,900件，高于预期的约62,000件，也高于3月修正后的63,980件以及过去六个月约63,100件的平均水平 [1] - 4月净抵押贷款额大幅放缓至44亿英镑，低于前月修正后的68亿英镑，且不及52亿英镑的市场普遍预期 [1] - 新发放抵押贷款的“有效”利率从3月的4.03%上升至4.08%，而未偿还抵押贷款存量利率在4月为3.92%，低于3月的3.93% [2] - 4月对个人的净贷款额放缓至62亿英镑，低于前月的80亿英镑，消费者信贷增长亦趋缓，家庭在4月额外借款19亿英镑，与3月及过去六个月平均水平一致 [2] 英国股市动态 - 富时100指数开盘上涨26点至10,365点，盘中收复昨日约三分之二的跌幅，上涨34点至10,374点 [3][8][11] - 矿业股是主要推动力，Fresnillo上涨3.7%，Antofagasta上涨3%，Anglo American上涨2.75%，Endeavour上涨2.6%，Rio Tinto上涨2.25% [11] - 下跌股中，英美烟草因半年报更新下跌3%，石油巨头BP和Shell因油价回落分别下跌1.7%和0.95% [12] - 市场分析师指出，富时指数上涨因上涨股数量以4:1超过下跌股，且人工智能交易仍是股市引擎 [4] 个股与公司新闻 - 特种化学品公司Elementis完成以3,430万欧元企业价值向AB Foods出售其制药制造业务，预计获得约3,000万欧元净现金收益，将全部用于股份回购，股价上涨6.2% [6] - 国防科技公司Chemring公布上半年营收增长7%至2.373亿英镑，但基本营业利润下降8%至2,450万英镑，营业利润率从11.9%收窄至10.3%，公司维持全年预期，股价下跌5% [7][13] - 分析师指出，Chemring管理层预期下半年将贡献2026财年70%的营业利润，据此推算全年调整后营业利润为8,170万英镑，略高于其预测的8,120万英镑及市场普遍预期的8,080万英镑 [9] 人工智能与科技行业动态 - 人工智能公司Anthropic提交了拟于今年秋季进行首次公开募股的草案注册文件 [15] - 谷歌母公司Alphabet宣布计划筹集800亿美元以资助其人工智能计划，其中包括来自伯克希尔·哈撒韦的100亿美元投资 [15] - 芯片制造商意法半导体将数据中心收入目标上调至10亿美元，受强劲人工智能需求和产能扩张推动，股价上涨8.2% [5] - 英伟达股价隔夜上涨超过6%，因其发布了用于个人电脑的新款超级芯片 [20] 大宗商品与地缘政治 - 油价从昨日波动中回落，布伦特原油交易于约每桶94.30美元，昨日曾因伊朗消息短暂飙升至97美元以上 [21] - 市场分析师指出，中东局势消息混乱，油价风险“双向”存在，若和平努力停滞，油价可能重回每桶100美元以上，若战事持久结束，则可能跌向80美元 [23] - 矿业股上涨也受铜价上涨和黄金企稳推动 [8] 公司业绩与展望 - 英美烟草表示，由于传统卷烟销量持续下降被尼古丁袋和电子烟产品超预期增长所抵消，2026财年的营收和利润将处于其指引区间的低端 [16] - 该公司将其“新品类”部门上半年及全年营收增长预测从“低双位数”上调至“中双位数”百分比增长 [17] - 集团整体维持2026年营收增长3-5%、调整后利润增长4-6%、调整后稀释每股收益增长5-8%的指引，但预计将处于这些区间的低端，且利润增长预计将集中在下半年 [17][18]

8.46am: Elementis up, Chemring down One of the top risers on the FTSE 250 is Elementis, up 6.2% after completing the sale of its pharmaceutical manufacturing business to AB Foods and confirming a share buyback. The specialty chemicals group said it had completed the disposal for an enterprise value of €34.3 million and expects to receive net cash proceeds of about €30 million ($35 million), all of which will be returned to shareholders via the buyback. Elementis said the disposal would improve adjusted oper ...