英国就业数据疲软后，英镑/日元暴跌至201.40附近。英国就业数据疲软后，英镑/日元暴跌至201.40附近

GBP/JPY plunges to near 201.40 after weak UK employment data.GBP/JPY plunges to near 201.40 after weak UK employment data

富时100指数周二下跌，英国就业数据喜忧参半，贸易紧张局势再次加剧，市场情绪疲软。最新数据显示，失业率上升至4.8%，为2021年5月以来的最高水平，而工资增长仍然保持高位，这加剧了人们对英国央行降息的预期。宽松政策的前景推动金边债券收益率和英镑走低，而对劳动力市场的担忧则打压了更广泛的情绪。更大的压力是，中国对韩华海洋的美国子公司实施了限制，重新引发了人们对贸易战的担忧。随着铁矿石价格下跌和风险规避情绪加剧，矿业股跌幅最大：力拓下跌近2%，尽管报告称第三季度铜产量同比增长10%，而英美资源集团下跌超过3%，安托法加斯塔和嘉能可下跌超过2.5%，弗雷斯尼洛下跌1.6%，奋进公司下跌1%。随着油价回落，英国石油公司股价下跌超过1%。与趋势相反，易捷航空股价飙升7%以上，此前有报道称意大利地中海航运公司可能正在探索收购要约。

The FTSE 100 fell on Tuesday as weak sentiment followed mixed UK jobs data and renewed trade tensions. The latest figures showed unemployment rising to 4.8%, the highest since May 2021, while wage growth remained elevated, fueling expectations of BoE rate cuts. The prospect of easier policy pushed gilt yields and the pound lower, while concerns about the labor market weighed on broader sentiment. Adding to pressure, China imposed restrictions on US units of Hanwha Ocean, reigniting trade war fears. Miners were among the biggest decliners as iron ore prices slipped and risk aversion grew: Rio Tinto dropped nearly 2% despite reporting a 10% year-on-year rise in third-quarter copper output, while Anglo American fell over 3%, Antofagasta and Glencore more than 2.5%, Fresnillo 1.6%, and Endeavour 1%. BP lost over 1% as oil prices retreated. Bucking the trend, EasyJet surged more than 7% following reports that Italy’s Mediterranean Shipping Co may be exploring a takeover bid.

英镑下跌，英国失业率意外升至4.8%。英镑下跌，英国失业率意外升至4.8%

Pound Sterling declines as UK Unemployment Rate unexpectedly rises to 4.8%.Pound Sterling declines as UK Unemployment Rate unexpectedly rises to 4.8%

英国10年期政府债券收益率降至4.61%，为2025年9月以来的最低水平。过去4周，英国10年期债券收益率下跌2.92个基点，在过去12个月内上涨了36.40个基点。

UK 10 Year Government Bond Yield decreased to 4.61%, the lowest since September 2025. Over the past 4 weeks, United Kingdom 10Y Bond Yield lost 2.92 basis points, and in the last 12 months, it increased 36.40 basis points.