英镑/港币 (GBPHKD) 加自选

英镑疲软，在平静的交易中表现不佳——丰业银行。丰业银行首席外汇策略师Shaun Osborne和Eric Theoret指出，英镑（GBP）疲软，兑美元（USD）小幅下跌0.2%，但在相对平静的交易中表现不如所有G10货币。

GBP soft and underperforming in quiet trade – Scotiabank.Pound Sterling (GBP) is soft, down a modest 0.2% vs. the US Dollar (USD) but underperforming all of the G10 currencies in relatively quiet trade, Scotiabank's Chief FX Strategists Shaun Osborne and Eric Theoret note.

日本央行逆转后，英镑/日元回升至196.30以上。日本央行逆转后，英镑/日元回升至196.30以上

GBP/JPY returns above 196.30 after the post-BoJ reversal.GBP/JPY returns above 196.30 after the post-BoJ reversal

在截至2025年5月的三个月内，香港经季节性调整的失业率从上一时期的3.4%小幅上升至3.5%，达到2022年12月以来的最高水平。这一增长是由于外部不确定性和消费模式变化导致的行业持续调整。失业人数增加6400人，达到135800人，而总就业人数下降12400人，达到366万人。大多数主要行业的失业率都有所上升，建筑、零售和房地产的失业率上升幅度更大。5月份青年失业率（20-29岁）保持不变，为6.5%。与此同时，劳动力参与率从56.8%小幅降至56.7%。展望未来，应届毕业生和离校生的到来可能会给就业市场带来进一步的压力。

Hong Kong’s seasonally adjusted unemployment rate inched up to 3.5% in the three months ending May 2025, from 3.4% in the previous period, hitting its highest level since December 2022. The increase was driven by continued industry adjustments amid external uncertainties and changing consumption patterns. The number of unemployed people rose by 6,400 to 135,800, while total employment dropped by 12,400 to 3.66 million. Unemployment increased across most major sectors, with sharper rises in construction, retail, and real estate. The youth unemployment rate (ages 20–29) remained unchanged at 6.5% in May. Meanwhile, the labour force participation rate edged down to 56.7% from 56.8%. Looking ahead, the arrival of fresh graduates and school leavers could put further pressure on the job market.

恒生指数周二下跌81点，跌幅0.3%，收于23980点，大盘下跌，前一交易日有所回落。特朗普总统突然退出加拿大七国集团峰会后，美国股市期货暴跌，而以色列-伊朗紧张局势已持续到第五天，市场情绪减弱。在美联储将于周三作出利率决定的为期两天的政策会议开始之前，投资者也变得谨慎。尽管预计美联储将连续第四次保持利率稳定，但地缘政治风险和油价上涨可能会抑制短期宽松的希望。金融股领跌，此前中国5月份的人民币新增贷款远低于普遍预期，尽管从4月份的近20年低点略有反弹。平安和汇丰银行各下跌0.7%，恒生银行下跌0.4%。由于关税压力，5月份中国经济活动数据喜忧参半，消费者、科技和房地产股也下跌。周大福因计划通过可转换债券筹集10亿美元而暴跌7.3%。

The Hang Seng lost 81 points or 0.3% to close at 23,980 on Tuesday amid broad sector losses, swinging from gains in the prior session. Sentiment weakened as U.S. stock futures tumbled after President Trump’s abrupt exit from the G7 Summit in Canada, while Israel-Iran tensions extended into a fifth day. Investors also turned cautious ahead of the Fed’s two-day policy meeting starting today, with a rate decision due Wednesday. While the board is expected to hold rates steady for a fourth straight time, geopolitical risks and rising oil prices could dampen hopes for near-term easing. Financial stocks led losses after China’s May new yuan loans came in well below consensus despite a slight rebound from April’s near two-decade low. Ping An and HSBC each fell 0.7% while Hang Seng Bank dipped 0.4%. Consumer, tech, and property stocks also dropped amid mixed activity data in China for May due to tariff pressure. Chow Tai Fook plunged 7.3% on plans to raise USD 1 billion via convertible bonds.