英镑/南非兰特 (GBPZAR) 加自选

周五，富时100指数上涨超过0.5%，主要合作伙伴耐克改善前景后，京东体育上涨近7%。严重依赖耐克的京东面临着运动服需求疲软和美国关税的压力，尽管周五的反弹将其今年迄今的跌幅缩小至9%。此外，在一系列令人鼓舞的事态发展之后，银行股飙升，其中包括中东冲突威胁的减弱以及美中贸易关系的进展。渣打银行上涨2.5%以上，巴克莱银行上涨2%以上，汇丰控股上涨近1%。劳斯莱斯（+1.7%）等汽车也从这一消息中受益。其他主要上涨股包括阿斯利康、壳牌、联合利华和Relx，均上涨0.8%至1.6%。尽管当天有所上涨，但富时100指数连续第二周下跌，这是自4月以来的首次连跌。

The FTSE 100 rose over 0.5% on Friday, boosted by a nearly 7% jump in JD Sports after an improved outlook from key partner Nike. JD, heavily reliant on Nike, has faced pressure from weak sportswear demand and US tariffs, though Friday's rally narrowed its year-to-date losses to 9%. Also, bank stocks surged following a series of encouraging developments, including a diminished threat of conflict in the Middle East and progress in US-China trade relations. Standard Chartered added more than 2.5%, and Barclays more than 2%, and HSBC Holdings gained almost 1%. Autos, such as Rolls-Royce (+1.7%) also benefited from the news. Other major gainers included AstraZeneca, Shell, Unilever, and Relx, all rising between 0.8% and 1.6%. Despite the day’s gains, the FTSE 100 logged its second consecutive weekly loss, the first such streak since April.

在伦敦，富时100指数周五上涨56点，涨幅0.64%。京东体育时尚（6.59%）、阿什特德（5.55%）和梅尔罗斯（3.61%）领涨。跌幅最大的是Fresnillo（-4.61%）、Endeavor（-1.94%）和BAE系统公司（-1.44%）。

In London, the FTSE 100 Index rose 56 points or 0.64 percent on Friday. Leading the gains are JD Sports Fashion (6.59%), Ashtead (5.55%) and Melrose (3.61%). Top losers were Fresnillo (-4.61%), Endeavour (-1.94%) and BAE Systems (-1.44%).

英镑本周上涨2%，至1.373美元，创下近四个月来最强劲的单周涨幅，徘徊在四年高点附近。此次反弹主要是由于美元走弱，在以色列-伊朗冲突期间最初的强势消退后，美元失去了动力。美元也因对美联储独立性的担忧而下跌，外界猜测特朗普总统可能会取代鲍威尔主席，这提高了人们对早些时候降息的预期。在国内，由于英国通胀仍然居高不下，与欧洲央行等同行相比，英格兰银行不愿降息，这支撑了英镑。过去一年，核心通胀率几乎没有变化，这引起了英国央行官员的担忧，并使降息决定复杂化。与此同时，英国首相基尔·斯塔默（Keir Starmer）因应100多名工党议员的反对，缩减了福利改革计划，导致英国政治紧张局势加剧。

The British pound rose 2% to $1.373 this week, marking its strongest weekly gain in nearly four months and hovering near a four-year high. The rally was driven mainly by a weaker US dollar, which lost momentum after initial strength during the Israel-Iran conflict faded. The dollar also slipped on concerns over the Federal Reserve’s independence amid speculation that President Trump may replace Chair Powell, raising expectations of earlier rate cuts. Domestically, the pound has been supported by the Bank of England’s reluctance to cut interest rates compared to peers like the ECB, as UK inflation remains sticky. Core inflation has shown little movement over the past year, causing concern among BoE officials and complicating rate cut decisions. Meanwhile, political tensions in the UK grew as Prime Minister Keir Starmer scaled back welfare reform plans in response to opposition from over 100 Labour MPs.

周五，富时100指数上涨，受银行、矿商、主要消费品和制药股上涨的推动，尽管个人涨幅不大。银行股领涨，巴克莱银行上涨1.7%，渣打银行上涨1.3%，国民西敏银行上涨0.9%。矿业公司力拓、英美资源集团和安托法加斯塔也分别上涨了1%以上，而联合利华和阿斯利康的涨幅分别超过1%和0.7%。在企业新闻方面，京东体育股价上涨6.5%，此前合作伙伴耐克有改善前景的迹象。由于美国对主要供应国征收关税，京东在运动服行业的艰难形势下举步维艰。尽管反弹，其股价今年仍下跌约9%。与此同时，希思罗机场上调了2025年的收入预测，预计长途旅行将比以前想象的更多。不利的一面是，国防公司BAE系统公司和Babcock股价下跌，Babcock在德意志银行下调其股票评级后下跌，理由是其今年上涨了126%，需要“停下来喘口气”

The FTSE 100 traded higher on Friday, lifted by gains in banks, miners, and major consumer and pharmaceutical stocks, though individual moves were modest. Banks led the way, with Barclays up 1.7%, Standard Chartered 1.3%, and NatWest 0.9%. Miners Rio Tinto, Anglo American, and Antofagasta also gained over 1% each, while Unilever and AstraZeneca rose more than 1% and 0.7%, respectively. In corporate news, JD Sports jumped 6.5% after signs of improving outlook from partner Nike. JD has struggled amid tough conditions in the sportswear sector, worsened by US tariffs on key supplier countries. Despite the rally, its shares are still down about 9% this year. Meanwhile, Heathrow Airport raised its 2025 revenue forecast, expecting more long-haul travel than previously thought. On the downside, defense firms BAE Systems and Babcock slipped, with Babcock falling after Deutsche Bank downgraded the stock, citing its 126% rally this year and a need to "pause for breath."