富时100指数周一徘徊在9650左右的历史高点附近，但继续落后于其他主要欧洲指数，因为贵金属的大幅下跌给市场带来了压力。Fresnillo和Endeavour在该指数中表现最差，均下跌超过5%，金价跌至每盎司4000美元以下。公用事业股也因环境风险而承压，国家电网下跌0.2%，苏格兰和南方能源公司下跌1.3%。汇丰银行小幅下跌，此前该行拨备了11亿美元，用于支付与伯纳德·麦道夫庞氏骗局投资者损失相关的诉讼，这将影响其即将公布的第三季度业绩。相比之下，银行股表现优异，渣打银行上涨超过3%，而劳埃德银行、国民西敏银行和巴克莱银行上涨超过1.5%。摩根大通分析师表示，该行业基本面强劲，整合潜力巨大，并将国民西敏银行和巴克莱银行列为首选，并强调了劳埃德银行的重新评级前景，尽管秋季预算可能会增税。

The FTSE 100 hovered near a record high of around 9,650 on Monday but continued to lag other major European indices as a sharp drop in precious metals weighed on the market. Fresnillo and Endeavour were the worst performers on the index, each losing more than 5%, as gold prices slid below $4,000 an ounce. Utility stocks also came under pressure in a risk-on environment, with National Grid slipping 0.2% and SSE down 1.3%. HSBC edged lower after setting aside a $1.1 billion provision to cover litigation linked to investor losses from Bernard Madoff’s Ponzi scheme, which will affect its upcoming third-quarter results. In contrast, banking shares outperformed, with Standard Chartered rising over 3%, while Lloyds, NatWest, and Barclays gained more than 1.5%. JPMorgan analysts cited strong fundamentals and consolidation potential in the sector, naming NatWest and Barclays as top picks and highlighting Lloyds’ re-rating prospects despite possible tax increases in the autumn budget.