富时100指数周一上涨，从周五0.7%的跌幅中恢复过来，英国汽车金融调查结果好于预期后，英国银行大幅上涨。尽管英国金融行为监管局估计潜在薪酬为90亿英镑，但这远低于影响市场情绪的300亿英镑最坏情况。风险敞口最大的劳埃德银行股价上涨7.7%，在数月表现不如同行后反弹。巴克莱银行上涨超过2%，而国民西敏寺银行上涨超过1%。汇丰银行和渣打银行也上涨了约1%。随着铜价和金价上涨，矿业股增加了支撑，安托法加斯塔上涨1.8%，嘉能可上涨0.7%，奋进矿业上涨1.7%。然而，该指数受到制药行业亏损的限制。阿斯利康股价下跌超过1%，此前美国总统特朗普上周致函17家制药商要求降价，引发了整个制药领域的压力。

The FTSE 100 rose on Monday, recovering from Friday’s 0.7% drop, lifted by sharp gains in UK lenders after a better-than-feared outcome from the UK’s motor finance investigation. While the Financial Conduct Authority estimated potential compensation at £9 billion, that’s well below the £30 billion worst-case scenario that had weighed on sentiment. Lloyds, which has the largest exposure, jumped 7.7%, rebounding after months of underperformance versus peers. Barclays gained over 2%, while NatWest rose more than 1%. HSBC and Standard Chartered also climbed around 1%. Miners added support as copper and gold prices rose, with Antofagasta up 1.8%, Glencore 0.7%, and Endeavour Mining 1.7%. However, the index was capped by losses in the pharma sector. AstraZeneca fell over 1% after US President Trump sent letters to 17 drugmakers last week demanding price cuts, sparking pressure across the pharmaceutical space.

亚洲不受华尔街影响，英国央行将主导本周。外汇市场本周开盘平静，主要货币对和交叉盘在亚洲时段紧紧保持在周五的区间内。即使上周的避险基调和华尔街的大幅下跌，亚洲投资者似乎也在从容应对美国更广泛的事态发展。

Asia Unshaken by Wall Street Rout, BoE Set to Steer the Week.Forex markets opened the week on a quiet note, with major pairs and crosses holding tightly within Friday's ranges during Asian session. Even with last week's risk-off tone and Wall Street's steep decline, Asian investors appear to be taking the broader US developments in stride.

在伦敦，富时100指数周五下跌64点，跌幅0.70%。领跌的是Intertek（-6.74%）、Weir（-5.93%）和能多洁（-4.80%）。涨幅最大的是培生（6.29%）、梅尔罗斯（4.96%）和弗雷斯尼洛（2.79%）。

In London, the FTSE 100 Index fell 64 points or 0.70 percent on Friday. Leading the losses are Intertek (-6.74%), Weir (-5.93%) and Rentokil Initial (-4.80%). Top gainers were Pearson (6.29%), Melrose (4.96%) and Fresnillo (2.79%).

英国10年期政府债券收益率降至4.50%，为2025年7月以来的最低水平。在过去的4周里，英国10年期债券收益率下降了10.92个基点，在过去的12个月里，它上升了67.04个基点。

UK 10 Year Government Bond Yield decreased to 4.50%, the lowest since July 2025. Over the past 4 weeks, United Kingdom 10Y Bond Yield lost 10.92 basis points, and in the last 12 months, it increased 67.04 basis points.