周四，受英伟达喜忧参半的业绩和一波除息举措的压力，富时100指数下跌0.4%，至9220点。这家芯片巨头凭借人工智能的实力公布了上半年创纪录的销售额，但其核心数据中心业务（占收入的89%）表现平平。在股市方面，Aviva、Croda、LondonMetric、Auto Trader和Games Workshop股价下跌，因其股票除息。在富时250指数上，Drax股价暴跌超过8%，此前该公司披露英国金融监管机构已开始调查其生物质颗粒采购。与此同时，京东体育时尚、帝亚吉欧、能多洁和WPP领涨，得益于其在美国的强劲敞口，而矿商英美资源集团和力拓也上涨了1-3%。

The FTSE 100 fell 0.4% to 9,220 on Thursday, pressured by Nvidia’s mixed results and a wave of ex-dividend moves. The chip giant posted record H1 sales on AI strength, but its core data center business, 89% of revenue, underwhelmed. In equities, Aviva, Croda, LondonMetric, Auto Trader, and Games Workshop slipped as their shares went ex-dividend. On the FTSE 250, Drax plunged over 8% after disclosing that the UK financial regulator has begun investigating its biomass pellet sourcing. Meanwhile, JD Sports Fashion, Diageo, Rentokil and WPP led the gainers, boosted by their strong US exposure, while miners Anglo American and Rio Tinto also advanced 1–3%.

英镑/日元跌至198.50附近，日本赤泽取消对华盛顿的访问。周四欧洲交易时段，英镑/日元对跌至198.50附近。由于日元（JPY）表现优于大多数同行，该货币对面临抛售压力。

GBP/JPY slides to near 198.50, Japan's Akazawa cancels visit to Washington             .The GBP/JPY pair declines to near 198.50 during the European trading session on Thursday. The pair faces selling pressure as the Japanese Yen (JPY) outperforms a majority of its peers.

英镑表现稳定，受到英国央行利率预期变化的提振。英国生产者通胀加速至两年高点，6月份同比达到1.9%。此前的一份报告显示，7月份消费者价格通胀率（CPI）同比上升至3.8%，为18个月来的峰值。

Sterling Demonstrating Stability, Buoyed by Shifting Rate Expectations Surrounding BoE.UK producer inflation accelerated to a two-year high, reaching 1.9% year-on-year (y/y) in June. This follows a previous report showing that consumer price inflation (CPI) rose to 3.8% y/y in July, an 18-month peak.

英镑在平静的一周内延续复苏——丰业银行。丰业银行首席外汇策略师Shaun Osborne和Eric Theoret报告称，英镑（GBP）兑美元（USD）保持稳定，在周三牛市逆转的基础上，英镑兑美元汇率小幅支撑。

GBP extending recovery in quiet week – Scotiabank.The Pound Sterling (GBP) is steady against the US Dollar (USD), trading with modest support as it extends Wednesday's bull reversal, Scotiabank's Chief FX Strategists Shaun Osborne and Eric Theoret report.