<p><img src="https://imageproxy.pbkrs.com/https://images.pexels.com/photos/5849595/pexels-photo-5849595.jpeg/query-YXV0bz1jb21wcmVzcyZjcz10aW55c3JnYiZkcHI9MSZ3PTUwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.pexels.com/photos/5849595/pexels-photo-5849595.jpeg/query-YXV0bz1jb21wcmVzcyZjcz10aW55c3JnYiZkcHI9MSZ3PTUwMA"/></p>
<p><em>图片来源：Pexels</em></p>
<p>富时 100 指数预计将在负区间收盘，因为货币政策委员会（MPC）在 11 月会议上决定将银行利率维持在 4.00%，这一决定与市场共识预期高度一致。结果以微弱的 5-4 票通过，决定保持利率不变。这标志着 MPC 自去年 8 月首次降息以来，季度降息周期的中断。然而，委员会承认，进一步的去通胀可能会促使未来的额外降息。因此，11 月的决定不应被视为货币政策方向的重大转变或降息的结束。相反，它反映了 MPC 努力抵消近期通胀预期上升的情况。英国经济的疲软增长引发了对其韧性的担忧，尤其是通胀仍远高于英格兰银行 2% 的目标。这种情况在历史上导致了英国高利率，从而抑制了增长预期。然而，英格兰银行最近的立场在一定程度上缓解了通胀倡导者的担忧，至少目前如此，因为市场预测倾向于 12 月可能降息——这与美联储也可能降息的预期相吻合。展望未来，预测显示美联储和英格兰银行在 2026 年可能会遵循类似的利率轨迹。LSEG 的 IRPR 显示，美联储可能在 2026 年 12 月的会议上再降息 81 个基点，而英格兰银行预计在同一时期内降息 61 个基点。</p>
<p>阿斯利康的股票在晚间交易中上涨了 3.1%，达到 128.36 英镑（172.27 美元），因为该公司确认了 2026 年的利润率预测，表示能够应对美国药品定价协议的影响。这些股票是富时 100 指数中的主要涨幅股之一，此前在发布第三季度业绩后，交易表现平淡。财务总监阿拉达娜·萨林对公司吸收该协议对部分处方药降价的财务影响的能力表示信心。公司重申了年度收入和核心收益预测，确认预计到 2026 年核心营业利润率将在 30% 中期范围内。在第三季度，阿斯利康报告的核心收益为每股 2.38 美元，收入为 151.9 亿美元，超出市场预期。随着今天的涨幅，该股票年初至今上涨了 22.3%，而富时 100 指数上涨了 19.2%。</p>
<p>英国最大的宽带和移动服务提供商 BT 集团，其股票上涨了 2.9%，达到 185.2 便士，成为富时 100 指数中的表现最佳者之一。该公司在上半年将光纤覆盖范围扩大至 2030 万，预计将帮助实现到 2027 年 3 月达到 20 亿英镑（26.8 亿美元）和到本世纪末达到 30 亿英镑的自由现金流目标。此外，BT 集团将其中期股息提高至 2.45 便士，并重申了 2026 财年的整体预测和中期目标。该公司报告截至 9 月的六个月核心利润为 41.3 亿英镑，得益于成本削减措施和对其 Openreach 部门更快连接的需求增加。BT 的股票仍然是一个有吸引力的投资，预计未来几年资本支出将达到高峰，现金流将保持强劲。年初至今，该股票上涨了 28.6%，表现优于富时 100 指数的 19.2% 的涨幅。</p>
<p><strong>技术与交易视角 - 富时 100</strong></p>
<ul>
<li>日均 VWAP 看跌 9730</li>
<li>周均 VWAP 看涨 9555</li>
<li>超过 9730 目标 9868</li>
<li>低于 9730 目标 9602</li>
</ul>
<p><em>(点击图片放大)</em></p>
<p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/mirjana-mishevska/user_content/ckimages/orig_ftse_2025-11-06_17-38-25.webp?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/mirjana-mishevska/user_content/ckimages/orig_ftse_2025-11-06_17-38-25.webp"/></p>
<hr/>
<p><em>更多来自此作者的文章：</em></p>
<p>每日市场展望 - 11 月 6 日，星期四</p>
<p>富时收盘线 - 11 月 5 日，星期三</p>
<p>每日市场展望 - 11 月 5 日，星期三</p>

阿斯利康

BT.A

<p>FTSE 指数收盘于负区间，英格兰银行以 5-4 的微弱多数决定将银行利率维持在 4.00%。这一决定反映了持续的通胀担忧和英国经济的疲软。阿斯利康的股票在确认其 2026 年的利润预测后上涨了 3.1%，而 BT 集团的股票因其扩展的光纤网络和增加的中期股息上涨了 2.9%。这两家公司均报告了强劲的财务业绩，阿斯利康的股票年初至今上涨了 22.3%，BT 的股票上涨了 28.6%，均超过了 FTSE 100 指数 19.2% 的涨幅</p>

<p><img src="https://imageproxy.pbkrs.com/https://images.pexels.com/photos/5849595/pexels-photo-5849595.jpeg/query-YXV0bz1jb21wcmVzcyZjcz10aW55c3JnYiZkcHI9MSZ3PTUwMA" alt="" original-src="https://images.pexels.com/photos/5849595/pexels-photo-5849595.jpeg?auto=compress&amp;cs=tinysrgb&amp;dpr=1&amp;w=500"/></p>
<p><em>Image Source: Pexels</em></p>
<div class="lb-trans"><p><em>图片来源：Pexels</em></p>
</div><p>The FTSE is set to close the session in negative territory as the Monetary Policy Committee (MPC) opted to maintain the Bank Rate at 4.00% during its November meeting, a decision closely aligned with market consensus expectations. The outcome was narrowly decided, with the motion to keep rates unchanged passing by a slim 5-4 majority. This marks a break from the quarterly rate-cutting cycle the MPC has followed since its initial reduction last August. However, the committee acknowledged that further disinflation could prompt additional cuts in the future. As such, the November decision should not be viewed as a significant shift in monetary policy direction or an end to rate reductions. Instead, it reflects the MPC’s effort to counteract the recent uptick in inflation expectations. The sluggish growth of the UK economy has raised concerns about its resilience, especially as inflation remains well above the Bank of England's 2% target. This situation has historically resulted in high interest rates in the UK, which have subsequently hindered growth expectations. Nevertheless, the Bank of England's recent position has eased concerns among inflation advocates, at least for now, as market predictions lean towards a possible rate reduction in December—coinciding with the potential for the Federal Reserve to also lower rates. Looking further ahead, projections show the Fed and BoE likely following similar rate trajectories in 2026. The LSEG’s IRPR indicates that the Fed may cut rates by an additional 81 basis points by its December 2026 meeting, while the BoE is expected to reduce rates by 61 basis points over the same period.</p>
<div class="lb-trans"><p>富时 100 指数预计将在负区间收盘，因为货币政策委员会（MPC）在 11 月会议上决定将银行利率维持在 4.00%，这一决定与市场共识预期高度一致。结果以微弱的 5-4 票通过，决定保持利率不变。这标志着 MPC 自去年 8 月首次降息以来，季度降息周期的中断。然而，委员会承认，进一步的去通胀可能会促使未来的额外降息。因此，11 月的决定不应被视为货币政策方向的重大转变或降息的结束。相反，它反映了 MPC 努力抵消近期通胀预期上升的情况。英国经济的疲软增长引发了对其韧性的担忧，尤其是通胀仍远高于英格兰银行 2% 的目标。这种情况在历史上导致了英国高利率，从而抑制了增长预期。然而，英格兰银行最近的立场在一定程度上缓解了通胀倡导者的担忧，至少目前如此，因为市场预测倾向于 12 月可能降息——这与美联储也可能降息的预期相吻合。展望未来，预测显示美联储和英格兰银行在 2026 年可能会遵循类似的利率轨迹。LSEG 的 IRPR 显示，美联储可能在 2026 年 12 月的会议上再降息 81 个基点，而英格兰银行预计在同一时期内降息 61 个基点。</p>
</div><p>AstraZeneca's stock increased by 3.1% to 128.36 pounds ($172.27) during the late session after the company confirmed its margin forecast for 2026, stating it can manage the consequences of the U.S. drug pricing agreement. The shares are among the leading gainers on the FTSE 100 index, following a period of subdued trading earlier in the day after the release of its Q3 results. Finance Chief Aradhana Sarin expressed confidence in the company's ability to absorb the financial impact of the deal to reduce prices on some prescription drugs in the U.S. The company reiterated its annual revenue and core earnings forecasts, affirming that it expects core operating margins to be in the mid-30s percentage range by 2026. In Q3, AstraZeneca reported core earnings of $2.38 per share and revenue of $15.19 billion, exceeding market expectations according to a company survey. With today's gains, the stock has risen by 22.3% year-to-date, compared to a 19.2% increase in the FTSE 100 index.</p>
<div class="lb-trans"><p>阿斯利康的股票在晚间交易中上涨了 3.1%，达到 128.36 英镑（172.27 美元），因为该公司确认了 2026 年的利润率预测，表示能够应对美国药品定价协议的影响。这些股票是富时 100 指数中的主要涨幅股之一，此前在发布第三季度业绩后，交易表现平淡。财务总监阿拉达娜·萨林对公司吸收该协议对部分处方药降价的财务影响的能力表示信心。公司重申了年度收入和核心收益预测，确认预计到 2026 年核心营业利润率将在 30% 中期范围内。在第三季度，阿斯利康报告的核心收益为每股 2.38 美元，收入为 151.9 亿美元，超出市场预期。随着今天的涨幅，该股票年初至今上涨了 22.3%，而富时 100 指数上涨了 19.2%。</p>
</div><p>BT Group, the largest broadband and mobile provider in Britain, saw its shares rise by 2.9% to 185.2p, making it one of the top performers on the FTSE 100 index. The company has expanded its fibre rollout to 20.3 million in the first half of the year, which is expected to help achieve free cash flow targets of £2 billion ($2.68 billion) by March 2027 and £3 billion by the end of the decade. Additionally, BT Group has increased its interim dividend to 2.45 pence and reaffirmed its forecasts for the full year 2026 and medium-term goals. The company reported a core profit of £4.13 billion for the six months ending in September, fuelled by cost-cutting initiatives and heightened demand for faster connections via its Openreach division. BT's shares remain an attractive investment, with capital expenditures reaching a peak and robust cash flow anticipated in the coming years. Year-to-date, the stock has increased by 28.6%, outperforming the FTSE 100 index, which has risen by 19.2%.</p>
<div class="lb-trans"><p>英国最大的宽带和移动服务提供商 BT 集团，其股票上涨了 2.9%，达到 185.2 便士，成为富时 100 指数中的表现最佳者之一。该公司在上半年将光纤覆盖范围扩大至 2030 万，预计将帮助实现到 2027 年 3 月达到 20 亿英镑（26.8 亿美元）和到本世纪末达到 30 亿英镑的自由现金流目标。此外，BT 集团将其中期股息提高至 2.45 便士，并重申了 2026 财年的整体预测和中期目标。该公司报告截至 9 月的六个月核心利润为 41.3 亿英镑，得益于成本削减措施和对其 Openreach 部门更快连接的需求增加。BT 的股票仍然是一个有吸引力的投资，预计未来几年资本支出将达到高峰，现金流将保持强劲。年初至今，该股票上涨了 28.6%，表现优于富时 100 指数的 19.2% 的涨幅。</p>
</div><p><strong>TECHNICAL &amp; TRADE VIEW - FTSE100</strong></p>
<div class="lb-trans"><p><strong>技术与交易视角 - 富时 100</strong></p>
</div><ul>
<li>Daily VWAP Bearish 9730</li>
<li>Weekly VWAP Bullish 9555</li>
<li>Above 9730 Target 9868</li>
<li>Below 9730 Target 9602</li>
</ul>
<div class="lb-trans"><ul>
<li>日均 VWAP 看跌 9730</li>
<li>周均 VWAP 看涨 9555</li>
<li>超过 9730 目标 9868</li>
<li>低于 9730 目标 9602</li>
</ul>
</div><p><em>(Click on image to enlarge)</em></p>
<div class="lb-trans"><p><em>(点击图片放大)</em></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/mirjana-mishevska/user_content/ckimages/orig_ftse_2025-11-06_17-38-25.webp" alt="" original-src="https://talkmarkets.com/contributor/mirjana-mishevska/user_content/ckimages/orig_ftse_2025-11-06_17-38-25.webp"/></p>
<hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的文章：</em></p>
</div><p>Daily Market Outlook - Thursday, Nov. 6</p>
<div class="lb-trans"><p>每日市场展望 - 11 月 6 日，星期四</p>
</div><p>The FTSE Finish Line - Wednesday, Nov. 5</p>
<div class="lb-trans"><p>富时收盘线 - 11 月 5 日，星期三</p>
</div><p>Daily Market Outlook - Wednesday, Nov. 5</p>
<div class="lb-trans"><p>每日市场展望 - 11 月 5 日，星期三</p>
</div>

富时终点线 - 11 月 6 日，星期四