周三，富时100指数小幅上涨，保持在9500以上的创纪录水平，受金价飙升至每盎司4000美元的历史高点后贵金属矿商上涨的推动。Fresnillo和Endeavour Mining分别上涨2.2%和2.4%，因为在全球贸易紧张局势、美联储政策路径的不确定性和美国政府持续停摆的情况下，投资者继续涌向避险资产。在贱金属矿商中，安托法加斯塔上涨2.7%，英美资源集团上涨1.7%，力拓上涨0.4%。英美资源集团支持泰克资源公司在智利Quebrada Blanca铜矿项目的缓慢扩张计划，重申了他们合并的战略依据。银行股也上涨，劳埃德银行上涨2.4%，渣打银行上涨1.4%，巴克莱银行上涨1.2%，国民西敏银行上涨1%。此前，FCA估计英国汽车贷款补偿计划将耗资110亿英镑，低于此前的预测，这引发了人们对劳埃德等银行可能释放超额准备金的预期。

The FTSE 100 edged higher on Wednesday, holding at record levels above 9,500, driven by gains in precious metals miners after gold prices surged past the historic $4,000 an ounce mark. Fresnillo and Endeavour Mining rose 2.2% and 2.4%, respectively, as investors continued to flock to safe-haven assets amid global trade tensions, uncertainty over the Fed’s policy path, and the ongoing US government shutdown. Among base metal miners, Antofagasta climbed 2.7%, Anglo American 1.7%, and Rio Tinto 0.4%. Anglo American backed Teck Resources’ slower ramp-up plan for its Quebrada Blanca copper project in Chile, reaffirming the strategic rationale of their merger. Banking stocks also advanced, with Lloyds up 2.4%, Standard Chartered 1.4%, Barclays 1.2%, and NatWest 1%. Gains followed the FCA’s estimate that the UK car loan compensation scheme would cost £11 billion, below prior forecasts, prompting expectations that banks like Lloyds may release excess provisions.

英国房价落后于CPI。哈利法克斯在其月度市场报告中报告称，房价在8月份上涨相同金额后，9月份下跌了0.3%。自今年年初以来，典型住宅的价格上涨了0.3%，而年增长率已放缓至1.3%。

UK House Prices Lag CPI.House prices fell by 0.3% in September after rising by the same amount in August, Halifax reported in its monthly market report. Since the beginning of the year, prices for typical homes have risen by 0.3%, while the annual growth rate has slowed to 1.3%.

富时100指数在上一交易日小幅下跌0.13%后，周二持平。B&M领跌，在新任首席执行官Tjeerd Jegen承认“运营执行不力”损害了上半年业绩和全年盈利预期后暴跌超过13%。这家零售商计划重新调整其产品系列，提高货架可用性，并重振店内“兴奋”，以恢复可持续增长。相比之下，帝国品牌在重申其全年前景并宣布明年14.5亿英镑的股票回购后上涨了2.7%。该烟草集团表示，美国、德国和澳大利亚的强劲表现抵消了西班牙和英国的疲软，而价格上涨抵消了销量下降。壳牌公司也上涨了1.3%，此前该公司预计第三季度天然气交易业绩将“显著提高”，尽管其化工部门将出现亏损。在数据方面，哈利法克斯报告称，尽管市场总体保持稳定，但英国房价在9月份下跌了0.3%，这是自5月以来的首次下跌。

The FTSE 100 was flat on Tuesday after a slight 0.13% decline in the previous session. B&M led losses, plunging over 13% after its new CEO, Tjeerd Jegen, admitted that “weak operational execution” had hurt first-half results and full-year earnings guidance. The retailer plans to refocus its product ranges, improve shelf availability, and revive in-store “excitement” to restore sustainable growth. In contrast, Imperial Brands gained 2.7% after reaffirming its full-year outlook and announcing a £1.45 billion share buyback for next year. The tobacco group said strong performances in the US, Germany, and Australia offset weakness in Spain and the UK, while price increases balanced declining volumes. Shell also rose 1.3% after projecting a “significantly higher” gas trading performance in Q3, though its chemicals unit is set to post a loss. On the data front, Halifax reported UK house prices fell 0.3% in September, the first drop since May, though the market remains broadly stable.

哈利法克斯表示，英国房价自2024年4月以来涨幅最小。抵押贷款机构哈利法克斯周二表示，截至9月的12个月里，英国房价上涨了1.3%，是自2024年4月以来最疲软的年度涨幅，而且环比意外下跌，比8月下跌了0.3%。

UK house prices rise by least since April 2024, Halifax says.British house prices rose by 1.3% in the 12 months to September, the weakest annual increase since April 2024, and unexpectedly fell in month-on-month terms, dropping by 0.3% from August, mortgage lender Halifax said on Tuesday.