英镑/港币 (GBPHKD) 加自选

英国商店价格自2024年3月以来涨幅最大，加剧了英国央行对通胀的担忧。英国商店价格以2024年3月以来的最快速度上涨，引发了人们对持续通胀的担忧。英国零售商协会（BRC）报告称，8月份食品成本上涨4.2%，为2024年2月以来的最大涨幅，导致月度增长0.9%。

UK shop prices jump most since March 2024, fuelling Bank of England inflation fears.UK shop prices rose at their fastest pace since March 2024, stoking concerns about persistent inflation. The British Retail Consortium (BRC) reported a 0.9% monthly increase in August, driven by a 4.2% jump in food costs—the sharpest since February 2024.

恒生指数周一飙升491点，收于25830点，涨幅1.9%，延续了第二个交易日的涨幅，达到2021年10月以来的最高点。在劳动力需求疲软的情况下，美国降息的前景推动了股市的广泛反弹。在中国，本月迄今为止，由于流动性驱动的激增，股市上涨了近10%。与此同时，中国人民银行今天向金融体系净注入4657亿元人民币，这是自7月下旬以来的最大单日增量，以保持充足的资金条件。科技指数在英伟达盈利之前和DeepSeek推出由中国芯片支持的升级型号后上涨了3%以上。消费者、房地产和金融股也上涨，因为上海取消了对符合条件的首次购房者的房产税，并放宽了郊区的购房限制。然而，在中国1月至7月工业利润数据公布之前的谨慎态度限制了进一步的涨幅。排名靠前的包括KE-Hlds。（5.6%），银河娱乐。（5.3%）、联想（3.9%）、美团（3.0%）和腾讯（2.4%）。

The Hang Seng surged 491 points or 1.9% to close at 25,830 on Monday, extending gains for the second session and reaching its highest since October 2021. The rally was broad-based, boosted by the prospects of U.S. rate cuts amid weakening labor demand. In China, stock markets climbed nearly 10% so far this month on a liquidity-driven surge. Meanwhile, the PBoC today injects a net CNY 465.7 billion into the financial system, its largest daily addition since late July, to keep funding conditions ample. The Tech Index jumped over 3% ahead of Nvidia’s earnings and after DeepSeek launched its upgraded model, backed by Chinese chips. Consumer, property, and financial shares also gained as Shanghai scrapped property taxes for eligible first-home buyers and eased purchase limits in suburban areas. However, caution before China’s January–July industrial profit data capped further gains. Top movers included KE Hlds. (5.6%), Galaxy Ent. (5.3%), Lenovo (3.9%), Meituan (3.0%), and Tencent (2.4%).

香港股市周一早盘飙升495点，至25836点，涨幅近2%，延续了第二个交易日的涨幅，达到近四年来的最高水平。周五，美联储主席杰罗姆·鲍威尔在杰克逊霍尔表示，在劳动力市场疲软的情况下，降息可能是合理的，随后华尔街上涨。基础广泛的上涨提振了市场，恒生科技指数上涨超过2.5%，这是由于DeepSeek推出了由国产芯片支持的升级版V3型号后，人们对人工智能重新持乐观态度。消费者、房地产和金融类股也上涨，此前新华社报道称，中国人民银行今天将通过其一年期多边基金注入6000亿元人民币，以维持国内流动性。尽管如此，在上半年疲软后，中国1月至7月工业利润数据公布之前，市场仍保持谨慎，而香港7月贸易数据也将于本周公布。排名靠前的包括华润置地（4.1%）、中芯国际（3.8%）、快手科技（3.3%）、美团（3.2%）和腾讯总部。 (2.6%).

Hong Kong shares soared 495 points or nearly 2% to 25,836 on Monday morning deals, extending gains for the second session and hitting their highest level in almost four years. The rally followed Wall Street’s advance on Friday after Fed Chair Jerome Powell signaled at Jackson Hole that rate cuts may be warranted amid a weakening labor market. Broad-based gains lifted the market, with the Hang Seng Tech Index climbing over 2.5% on renewed AI optimism after DeepSeek unveiled its upgraded V3 model, supported by domestic chips. Consumer, property, and financial stocks also climbed after Xinhua reported that the PBoC today would inject CNY 600 billion through its one-year MLF to sustain domestic liquidity. Still, caution lingered ahead of China’s January–July industrial profit data following H1 weakness, while Hong Kong’s July trade figures are also due this week. Top movers included China Resources Land (4.1%), SMIC (3.8%), Kuaishou Tech. (3.3%), Meituan (3.2%), and Tencent Hlds. (2.6%).

英国央行的贝利将劳动力参与率下降称为英国的“悲惨故事”。英国央行行长安德鲁·贝利周六在杰克逊霍尔警告称，英国面临着潜在增长疲软的“严峻挑战”，而劳动力参与率的下降又加剧了这一挑战。他强调，随着人口老龄化不太可能逆转，提高生产率增长必须成为抵消经济结构性拖累的优先事项。

BoE's Bailey cites falling labor participation rate as UK's “sad story”.BoE Governor Andrew Bailey warned at Jackson Hole on Saturday that the UK faces an “acute challenge” of weak underlying growth compounded by reduced Labor force participation. He stressed that with ageing demographics unlikely to reverse, raising productivity growth must become a priority to offset the economy's structural drag.