英镑继续下跌至1.32美元以下，这是自4月以来的最低水平，在美联储按预期将联邦基金利率下调25个基点后，美元走强对英镑构成压力，但主席鲍威尔警告说，今年不能保证再次降息。英镑本周也面临压力，因为交易员适度增加了对英国央行降息的押注，而人们越来越预期11月的预算可能会对经济增长造成重大打击。在周三的议会质询中，总理基尔·斯塔默拒绝排除增加所得税、国民保险或增值税的可能性。与此同时，有报道称，OBR计划将英国的生产率增长预测下调约0.3个百分点，这一修订可能会造成200亿英镑的公共财政缺口。疲软的通胀数据也增强了人们对货币宽松的预期，英国零售商协会报告称，食品价格通胀进一步下降。

The British pound extended losses below $1.32, its weakest level since April, pressured by a stronger dollar after the Fed lowered the fed funds rate by 25bps as expected but Chair Powell cautioned that another cut this year is not guaranteed. Sterling has also come under pressure this week as traders modestly increased bets on BoE rate cuts, while expectations grow that November’s budget could deliver a major hit to economic growth. During parliamentary questions on Wednesday, Prime Minister Keir Starmer declined to rule out increases in income tax, national insurance, or value-added tax. Meanwhile, reports suggest that the OBR plans to downgrade the UK’s productivity growth forecast by around 0.3 percentage points, a revision that could create a £20 billion shortfall in public finances. Softer inflation data have also reinforced expectations of monetary easing, with the BRC reporting further declines in food price inflation.

在伦敦，富时100指数周三上涨了58点，涨幅为0.60%。涨幅最大的是NEXT（8.39%）、葛兰素史克（6.39%）和嘉能可（6.13%）。跌幅最大的是Rightmove（-2.72%）、Relx（-2.69%）和能多洁（-2.50%）。

In London, the FTSE 100 Index went up by 58 points or 0.60 percent on Wednesday. Top gainers were NEXT (8.39%), GlaxoSmithKline (6.39%) and Glencore (6.13%). Biggest losses came from Rightmove (-2.72%), Relx (-2.69%) and Rentokil Initial (-2.50%).

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The FTSE 100 rose 0.6% to a new record high above 9750 on Wednesday, extending its winning streak to eight sessions, driven by gains in miners and upbeat corporate updates. Retailer Next jumped more than 8% after upgrading its outlook once again, continuing its track record of consistent guidance improvements. GSK also climbed over 6% after reporting stronger-than-expected Q3 profit and revenue, while raising its full-year forecasts for earnings, turnover, and operating profit. The company now expects core EPS growth of 10–12%, up from 6–8%. Meanwhile, copper miners rose amid optimism about easing US-China trade tensions and tightening global supply. President Trump and President Xi are expected to meet at the APEC summit this week to discuss potential trade progress. Antofagasta, Anglo American, and Rio Tinto each gained over 2%, while Glencore surged more than 6% after reaffirming its 2025 production targets and solid metals trading performance.

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The FTSE 100 rose 0.6% to a new record high above 9750 on Wednesday, extending its winning streak to eight sessions, driven by gains in miners and upbeat corporate updates. Retailer Next jumped more than 8% after upgrading its outlook once again, continuing its track record of consistent guidance improvements. GSK also climbed over 6% after reporting stronger-than-expected Q3 profit and revenue, while raising its full-year forecasts for earnings, turnover, and operating profit. The company now expects core EPS growth of 10–12%, up from 6–8%. Meanwhile, copper miners rose amid optimism about easing US-China trade tensions and tightening global supply. President Trump and President Xi are expected to meet at the APEC summit this week to discuss potential trade progress. Antofagasta, Anglo American, and Rio Tinto each gained over 2%, while Glencore surged more than 6% after reaffirming its 2025 production targets and solid metals trading performance.