周四，在能源股和矿业公司上涨的推动下，富时100指数在早盘出现一些波动后小幅上涨至8100点左右。权重股英国石油公司（BP）和壳牌公司（Shell）股价分别上涨1.1%和1%，受乌克兰-俄罗斯冲突紧张局势加剧的担忧推动，油价上涨。Endeavour Mining上涨超过2%，其涨幅与地缘政治紧张局势加剧导致金价再次飙升相一致。值得注意的是，安全技术集团Halma在创纪录的半年业绩后以超过7%的涨幅领涨。不利的一面是，京东体育时尚下跌超过14%，成为该指数表现最差的公司，此前该公司警告称，由于10月份的交易环境“波动”，全年利润可能会达到其预测范围的下限。沃达丰和国家电网的股价也下跌了约2%，因为它们的股票除息交易。

The FTSE 100 edged higher to around 8,100 on Thursday after some volatility earlier in the session, helped by gains in energy shares and mining companies. Shares in heavyweights BP and Shell rose 1.1% and 1%, respectively, tracking rising oil prices on the back of mounting fears over tensions around the Ukraine-Russia conflict. Endeavour Mining added over 2%, with its gains aligning with a fresh surge in gold prices amid rising geopolitical tensions. Notably, safety technology conglomerate Halma led the gainers with an over 7% jump following record half-year results. On the downside, JD Sports Fashion tumbled over 14%, ranking as the index's worst performer after warning that full-year profits would likely hit the lower end of its forecast range due to a "volatile" trading environment in October. Vodafone and National Grid also declined around 2% as their shares traded ex-dividend.

英国工业联合会的月度新订单净余额从10月的-27增至2024年11月的-19，好于-25的预测。据报道，订单总额低于“正常”水平，但与上个月相比有所改善。出口订单簿也被视为低于“正常”水平，但对平均销售价格通胀的预期上升（11比0），成品库存被视为“充足”（21比17，为2020年8月以来的最高水平）。CBI首席经济学家本·琼斯表示：“近几个月来，产量低于预期，制造商指出，英国预算的不确定性、美国大选和欧洲最近的政治不稳定是导致客户暂停或取消订单的因素之一。许多公司仍需解决预算对其薪酬、招聘和投资计划的影响，但这是一个令人鼓舞的迹象，预计未来一个季度产量将恢复增长。”。

The Confederation of British Industry's monthly net balance of new orders increased to -19 in November 2024 from -27 in October, better than forecasts of -25. Total order books were reported as below “normal” but improved relative to last month. Export order books were also seen as below “normal” but expectations for average selling price inflation rose (11 vs 0) and stocks of finished goods were seen as more than “adequate” (21, the highest since August 2020 vs 17). “Output has underperformed expectations in recent months, with manufacturers pointing to uncertainty around the UK Budget, the US elections and recent political instability in Europe as among the factors leading customers to pause or cancel orders. Many firms still need to work through the implications of the Budget for their own plans for pay, hiring and investment, but it’s an encouraging sign that output volumes are expected to return to growth in the quarter ahead", Ben Jones, CBI Lead Economist, said.

英国工业联合会表示，英国工厂看到产量复苏的迹象。英国工业联合会周四表示，英国制造商预计，在最近因新政府第一次预算、美国大选和其他因素的不确定性而出现经济衰退后，他们的产量将增长。

UK factories see signs of recovery in output, CBI says.British manufacturers expect their output to grow after a recent slump linked to uncertainty about the first budget of the new government, the U.S. elections and other factors, the Confederation of British Industry said on Thursday.

英国通胀居高不下——德国商业银行。任何认为9月份英国通胀数据大幅下降的人昨天都感到失望。德国商业银行外汇分析师Michael Pfister指出，不仅整体利率略高于预期（这仍然可以用家庭能源账单的一次性影响来解释），而且服务业通胀，以及核心利率也出人意料地上升。

UK inflation remains stubbornly high – Commerzbank.Anyone who thought that the significant downward surprise in September's UK inflation figures would be repeated seamlessly in October was disappointed yesterday. Not only was the headline rate slightly higher than expected (which can still be explained by the one-off effects of household energy bills), but services inflation, and hence the core rate, also surprised on the upside, Commerzbank's FX analyst Michael Pfister notes.