英国富时100 (FTSE100) 加自选

英镑小幅跌至1.338美元，但在美元普遍走弱的推动下，仍接近2022年2月以来的最高水平。4月份英镑仍上涨3.8%，有望实现2023年11月以来最强劲的月度表现。英国被视为相对不受美国关税的影响，特朗普总统已暂停征收关税至7月。2024年，美国对英国的商品顺差为120亿美元，与对中国和欧盟的逆差形成鲜明对比，限制了贸易紧张局势的潜在损害。英镑也受到以下预期的支撑，即英格兰银行在降息方面将比同行更加谨慎，市场预计今年将放松约85个基点，与美联储类似。投资者现在专注于即将公布的美国关键数据，包括就业和通胀，以获得美元走势的线索。与此同时，有关美国可能减免关税的报道缓解了一些担忧，尽管与中国更广泛的贸易风险仍在逼近。

The British pound edged down to $1.338 but stayed near its highest level since February 2022, buoyed by a broadly weaker US dollar. Sterling remained up 3.8% in April, on track for its strongest monthly performance since November 2023. The UK is viewed as relatively insulated from US tariffs, which President Trump has paused until July. In 2024, the US posted a $12 billion goods surplus with the UK — in sharp contrast to its deficits with China and the EU — limiting potential damage from trade tensions. The pound is also supported by expectations that the Bank of England will be more cautious than peers in cutting interest rates, with markets pricing in about 85 basis points of easing this year, similar to the Fed. Investors are now focused on key upcoming US data, including jobs and inflation, for cues on the dollar’s direction. Meanwhile, reports of possible US tariff relief have eased some concerns, though broader trade risks with China continue to loom.

周二，英国富时100指数持平，跌至8410点左右，投资者消化了大量喜忧参半的企业收益。Primark的所有者英国联合食品公司股价下跌超过7%，该公司表示，上半年利润下降了十分之一，销售额略低于去年。英国石油公司股价下跌3.6%，此前油价下跌，该公司报告净利润下降48%，至14亿美元，这是由于炼油和天然气交易疲软以及战略主管离职造成的。Beazley股价下跌3.7%，因其重申了全年展望，并公布了书面保费的小幅上涨，而阿斯利康在第一季度业绩令人失望后下跌了4%。从好的方面来看，豪顿细木工集团的股价飙升6.6%，位居指数榜首，该集团报告称，今年前四个月的收入增长了3%，并表示2025年的前景有望实现。英国最大的银行汇丰控股公司上涨2.2%，尽管利润和收入下降，但该公司宣布了一项数十亿美元的股票回购计划。

The UK's FTSE 100 was flat to lower around 8,410 on Tuesday, as investors digested a deluge of mixed corporate earnings. Primark owner Associated British Foods slumped over 7% as it said first-half profits fell by a tenth with sales slightly behind last year. BP fell 3.6% after oil prices dropped and the company reported a 48% decline in net profit to $1.4 billion, driven by weaker refining and gas trading, along with the departure of its strategy chief. Beazley slipped 3.7% as it reiterated its full-year outlook and posted a modest uptick in written premiums, while AstraZeneca dropped 4% after its Q1 results disappointed. On the upside, shares in Howden Joinery Group surged 6.6% to the top of the index as it reported a 3% rise in revenue for the first four months of the year and said on track for 2025 outlook. The UK’s largest bank HSBC Holdings rose 2.2% as it announced a multibillion-dollar share buyback plan despite a decline in profits and revenue.

尽管日元普遍走弱，但英镑/日元持平于191.00大关以下。英镑/日元交叉盘难以利用其温和的亚洲交易日上涨，目前交易价格略低于191.00圆整点，当天几乎没有变化。然而，在日元（JPY）周围出现一些抛售的情况下，下行空间仍然受到缓冲，这需要看跌交易者保持谨慎。

GBP/JPY flat lines below 191.00 mark despite broadly weaker JPY.The GBP/JPY cross struggles to capitalize on its modest Asian session uptick and currently trades just below the 191.00 round-figure mark, nearly unchanged for the day. The downside, however, remains cushioned amid the emergence of some selling around the Japanese Yen (JPY), warranting some caution for bearish traders.

英国BRC商店价格指数（年环比）从之前的-0.4%攀升至4月份的-0.1%。英国BRC商店价格指数（年环比）从之前的-0.4%攀升至4月份的-0.1%

United Kingdom BRC Shop Price Index (YoY) climbed from previous -0.4% to -0.1% in April.United Kingdom BRC Shop Price Index (YoY) climbed from previous -0.4% to -0.1% in April