周四，富时100指数下跌近0.5%，从历史高点回落，表现不如其他欧洲市场，因为银行和房地产股打压了市场情绪。汇丰银行宣布计划将其在香港上市的子公司恒生银行私有化后，股价下跌6%。此举被视为向亚洲的长期战略转向，引起了投资者对高溢价、压力商业房地产敞口以及暂停股票回购三个季度的担忧。劳埃德银行也下跌了3%，此前该行警告称，与虚报汽车融资有关的额外“重大”准备金。RICS的一项调查显示，房地产经纪人两年来首次对销售持悲观态度，此后房屋建筑商普遍走弱。Taylor Wimpey下跌5%，Barratt Redrow下跌超过4%，而柿子、伯克利和维斯特里也下跌。除息交易进一步打压了Taylor Wimpey和Barratt Redrow的股价。

The FTSE 100 fell nearly 0.5% on Thursday, retreating from record highs and underperforming other European markets as banking and housing stocks weighed on sentiment. HSBC dropped 6% after announcing plans to take its Hong Kong-listed subsidiary Hang Seng Bank private. The move, seen as a long-term strategic pivot toward Asia, drew investor concern over the high premium paid, exposure to stressed commercial real estate, and the suspension of share buybacks for three quarters. Lloyds also slipped 3% after warning of additional “material” provisions related to missold motor finance. Housebuilders were broadly weaker following a RICS survey showing estate agents turning pessimistic on sales for the first time in two years. Taylor Wimpey fell 5%, Barratt Redrow dropped over 4%, while Persimmon, Berkeley, and Vistry also declined. Ex-dividend trading further pressured Taylor Wimpey and Barratt Redrow shares.

英国RICS房价平衡为-15%，高于9月份的预测（-18%）。英国RICS房价平衡为-15%，高于9月份的预测（-18%）

United Kingdom RICS Housing Price Balance came in at -15%, above forecasts (-18%) in September.United Kingdom RICS Housing Price Balance came in at -15%, above forecasts (-18%) in September

RICS英国住宅市场调查显示，2025年9月房价平衡上升4个百分点至-15，这是四个月来的首次改善，超过了-18的预测。尽管价格上涨，但仍面临压力，东南部和东安格利亚的跌幅最大，而苏格兰和北爱尔兰的涨幅不大。受访者对销量反弹仍持谨慎态度，短期和12个月的预期均为-9%。尽管近期价格预期仍为负21%，但净+12%的参与者预计明年价格会上涨。RICS市场研究和分析主管Tarrant Parsons指出：“房地产市场仍在为势头而挣扎，短期内没有明显的催化剂。”

The RICS UK Residential Market Survey showed the house price balance rising 4 points to -15 in September 2025, marking the first improvement in four months and beating forecasts of -18. Despite the uptick, prices stayed under pressure, with the South East and East Anglia seeing the steepest declines, while Scotland and Northern Ireland posted modest gains. Respondents remained cautious about a rebound in sales volumes, with both short-term and 12-month expectations at -9%. Although near-term price expectations stayed negative at -21%, a net +12% of participants expected prices to rise over the next year. Tarrant Parsons, head of market research and analytics at RICS, noted: “The housing market continues to struggle for momentum, with no clear catalyst in sight for a near-term turnaround.”

英国房地产市场，在里夫斯11月预算之前，商业信心暴跌。英国房地产市场在9月份失去了进一步的动力，而商业信心跌至三年来的最低水平，因为人们对财政部长雷切尔·里夫斯即将出台的预算越来越焦虑。

UK housing market, business confidence slump ahead of Reeves' November budget.Britain's housing market lost further momentum in September, while business confidence slumped to its lowest level in three years amid growing anxiety over Finance Minister Rachel Reeves' upcoming budget.