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。

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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。

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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。

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此外，竞争对手Entain的股价也上涨了1.9%。

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