英镑/港币 (GBPHKD) 加自选

富时100指数周三小幅上涨，结束了周二下跌0.9%后连续三天的下跌。Marks&Spencer领涨，涨幅超过4%，数据显示，截至9月6日的12周内，食品销售额增长8.5%，超出预期，其秋季时尚系列也受到好评。森特理克公司股价上涨超过3.5%，此前摩根士丹利将其股票评级上调至增持，并将其列为英国公用事业公司的首选，这要归功于Sizewell C和Grain液化天然气终端等项目的资本部署。Barratt Redrow上涨2.5%，调整后的利润超过预期，尽管该房屋建筑商指出了与预算相关的不确定性。不利的一面是，阿斯利康的哮喘药物法森拉在第二次慢性阻塞性肺病试验中失败后下跌了0.7%。在宏观方面，英国8月份CPI保持在3.8%的同比水平，与7月份的18个月高点和预测相符。随着就业数据的稳定，这使得英国央行的利率预期几乎没有变化，到年底只有8个基点的降息。投资者现在等待美联储今天晚些时候预期的25个基点的降息。

The FTSE 100 inched higher on Wednesday, snapping a three-day losing streak after Tuesday’s 0.9% fall. Marks & Spencer led gains, jumping over 4% as data showed food sales up 8.5% in the 12 weeks to September 6, ahead of expectations, with its autumn fashion range also well received. Centrica rose more than 3.5% after Morgan Stanley upgraded the stock to overweight, naming it its top UK utility pick thanks to capital deployment in projects like Sizewell C and the Grain LNG terminal. Barratt Redrow gained 2.5% as adjusted profits topped forecasts, though the housebuilder flagged budget-related uncertainties. On the downside, AstraZeneca slipped 0.7% after its asthma drug Fasenra failed a second COPD trial. On the macro front, UK CPI held at 3.8% y/y in August, matching July’s 18-month high and forecasts. Along with steady jobs data, this left BoE rate expectations little changed, with just 8 bps of cuts priced by year-end. Investors now await the Fed’s expected 25 bp cut later today.

英国通胀率保持在3.8%不变，英镑大幅下跌。今天的通胀报告严肃地提醒人们，英国的通胀仍然根深蒂固。8月份CPI保持不变，同比增长3.8%，与普遍预期相符，为2024年1月以来的最高水平。

UK Inflation Unchanged at 3.8%, Pound Shrugs.Today's inflation report was a dour reminder that UK inflation remains entrenched. CPI for August was unchanged at 3.8% y/y, matching the consensus and its highest level since January 2024.

英国房价在截至7月的12个月内上涨2.8%。英国国家统计局周三表示，英国7月份的平均房价比去年同期上涨2.8%，低于截至6月份的3.6%的涨幅。

UK house prices rise 2.8% in 12 months to July.Average house prices in the United Kingdom in July were 2.8% higher than a year earlier, down from a 3.6% rise in the year to June, the Office for National Statistics said on Wednesday.

周三，恒生指数上涨470点，涨幅1.8%，收于26908点，较前一交易日的低迷收盘有所回升，触及2021年7月中旬以来的最高水平，因为人们普遍预计美联储将在今天晚些时候降息，今年可能会进一步放松。科技指数上涨4.3%，反映出对中国人工智能进步的乐观情绪，以及在特朗普总统与Xi周五通话前缓解与美国贸易紧张局势的迹象。香港领导人John Lee在其2025年施政报告中承诺改善民生、吸引新投资、促进旅游业发展以及推进创新和科技基础设施建设后，消费股也大幅上涨。他还首次提出以人民币结算部分政府支出。蔚来汽车因稳健的销售和新SUV的计划而飙升11%，而山东高速因回购计划而上涨17.6%。其他涨幅最大的公司包括中芯国际（7.2%）、美团（5.1%）、快手科技（3.3%）和腾讯控股。 (2.6%).

The Hang Seng jumped 470 points, or 1.8%, to finish at 26,908 on Wednesday, picking up from a subdued close in the previous session and hitting its highest level since mid-July 2021 amid a widely expected Fed rate cut later today and the prospect of further easing this year. The tech index surged 4.3%, reflecting optimism over China’s AI progress and signs of easing trade tensions with the U.S. ahead of Friday's call between President Trump and Xi Jinping. Consumer shares also logged solid advances after Hong Kong leader John Lee pledged in his 2025 policy address to improve livelihoods, attract new investment, boost tourism, and push ahead with innovation and tech infrastructure. He also floated settling some government spending in yuan for the first time. Nio soared 11% on solid sales and plans for a new SUV, while Shandong Hi-Speed climbed 17.6% on a buyback plan. Other top movers included SMIC (7.2%), Meituan (5.1%), Kuaishou Tech. (3.3%), and Tencent Holdings. (2.6%).