RICS的英国住宅市场调查显示，2025年6月房价平衡保持在-7%，与5月持平，略好于市场预期的-8%。这标志着连续第三个月出现负读数，也是自2024年7月以来的最低水平，表明整体房价呈大致持平至略有下降的趋势。然而，全国数字掩盖了明显的地区差异。东南部、东安格利亚和伦敦的受访者报告称，与全国平均水平相比，房价下跌更为明显。相比之下，北爱尔兰、英格兰西北部、苏格兰和东米德兰地区的房价指标仍处于正值，表明这些地区的局部市场实力。

The UK Residential Market Survey by RICS showed the house price balance remained at -7% in June 2025, unchanged from May and slightly better than market expectations of -8%. This marks the third consecutive month of negative readings and the lowest level since July 2024, indicating a broadly flat to slightly declining trend in house prices overall. However, the national figure masks notable regional disparities. Respondents in the South East, East Anglia, and London reported more pronounced declines in house prices compared to the national average. In contrast, the house price indicator remained in positive territory in Northern Ireland, the North West of England, Scotland, and the East Midlands, signaling localized market strength in these areas.

受消费必需品、工业和银行股上涨的支撑，富时100指数周三收盘微涨。英美烟草公司上涨超过2%，劳斯莱斯上涨超过1.5%，而巴克莱银行和国民西敏寺银行各上涨超过1%。医疗保健类股阿斯利康和葛兰素史克也上涨，尽管特朗普总统建议对药品进口征收200%的关税，除非公司在一年内将生产转移到美国。然而，采矿和广告业的亏损抵消了更广泛的收益。WPP是最大的落后者，在削减了全年销售额和利润率指导后暴跌超过18%，目前预计同比收入将下降3-5%，而之前的持平区间为-2%。特朗普出人意料地提议对铜进口征收50%的关税后，矿业股下跌，安托法加斯塔、英美资源集团和嘉能可均下跌约3%。

The FTSE 100 ended slightly higher on Wednesday, supported by gains in consumer staples, industrials, and banking stocks. British American Tobacco rose over 2%, Rolls-Royce gained more than 1.5%, while Barclays and NatWest each added over 1%. Healthcare stocks AstraZeneca and GSK also advanced, despite President Trump suggesting a 200% tariff on pharmaceutical imports unless firms shift production to the US within a year. However, losses in mining and advertising offset broader gains. WPP was the biggest laggard, plunging over 18% after cutting its full-year sales and margin guidance, now expecting like-for-like revenue to drop 3–5%, compared to a previous range of flat to -2%. Mining stocks weakened after Trump unexpectedly proposed a 50% tariff on copper imports, hitting Antofagasta, Anglo American, and Glencore, all down around 3%.

英国央行的贝利警告称，在全球碎片化的情况下，金融脆弱性。英国央行行长安德鲁·贝利周三警告称，与地缘政治紧张局势以及全球贸易和金融市场碎片化有关的风险仍然很高。在谈到不断演变的宏观经济发展时，贝利表示，世界经济面临“物质不确定性”，并警告说，一些地缘政治威胁已经开始显现，影响了金融市场行为。

BoE's Bailey warns of financial vulnerabilities amid global fragmentation.BoE Governor Andrew Bailey cautioned on Wednesday that risks tied to geopolitical tensions and the fragmentation of global trade and financial markets remain high. Speaking on the evolving macroeconomic development, Bailey said the world economy faces “material uncertainty,” and warned that some geopolitical threats have already begun to crystallize, impacting financial market behavior.

英镑保持稳定，投资者权衡英国央行的金融稳定报告和关税的不确定性。周三，英镑几乎没有变化，因为投资者消化了英格兰银行关于金融稳定的半年度报告，并评估了贸易争端对全球经济增长的潜在影响。

Sterling steady as investors weigh BoE's financial stability report, tariff uncertainty.Sterling was little changed on Wednesday, as investors digested the Bank of England's half-yearly report on financial stability and assessed the potential impact of trade disputes on global economic growth.