<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>英国中型股在周一遭遇挫折，受到金融和工业部门下滑的拖累，全球市场情绪谨慎。投资者密切关注国内经济数据，同时等待美国联邦储备委员会关于货币政策方向的进一步线索。追踪以国内为主的公司的 FTSE 250 指数下跌了最多 0.8%，创下两周以来的最大单日跌幅。与此同时，蓝筹股 FTSE 100 指数在波动的交易中保持平稳或略微下跌。经济数据显示，英国服务业在截至 11 月的三个月内以三年来最快的速度收缩。然而，制造业却有一线希望，PMI 自 2024 年 9 月以来首次上升。跨大西洋，投资者将注意力转向美联储主席杰罗姆·鲍威尔即将发表的讲话，渴望获得关于美联储政策方向的见解，以便为下次会议做准备。在地缘政治方面，美国和乌克兰官员在周日就与俄罗斯达成潜在和平协议进行了讨论。美国国务卿马尔科·鲁比奥对结束这场持续三年的冲突表示乐观。</p>
<p>航空航天和国防股票在此次下跌中受到重创，劳斯莱斯和 BAE 系统公司分别下跌 3% 和 2.8%。房屋建筑商也面临困境，巴尔福·比蒂、贝尔维和泰勒·温比的股票均下跌超过 1.5%。值得一提的是，贵金属矿业公司提供了一些支持，随着金属价格上涨，股价上涨了 3.6%。霍赫希尔德矿业和弗雷斯尼洛领涨该行业，各自上涨超过 5%。在企业新闻方面，梅尔罗斯工业宣布罗斯·麦克拉斯基将于 2026 年担任首席财务官，导致其股价下跌 5.9%。相反，HICL 基础设施在取消与可再生基础设施集团（TRIG）的合并提议后上涨 4.4%。TRIG 的股价在这一决定后下跌 3.6%。该合并将创建英国最大的上市基础设施投资公司，净资产超过 53 亿英镑（70.1 亿美元）。</p>
<p>英国上市矿业公司的股票因对美国可能降息的乐观情绪而大幅上涨，这可能提升贵金属价格。弗雷斯尼洛在 FTSE 100 中领涨，股价上涨 4.9%，紧随其后的是安托法加斯塔上涨 2.6% 和恩德沃矿业上涨 2.4%。嘉能可和英美资源也有显著涨幅，各上涨 2.2%，使其成为蓝筹股指数中的表现最佳者。霍赫希尔德矿业也实现了 3.8% 的稳健增长。总体而言，英国贵金属和矿业部门蓬勃发展，其子指数年初至今几乎翻了三倍。</p>
<p><strong>技术与交易观点 - FTSE100</strong></p>
<ul>
<li>日均 VWAP 看涨</li>
<li>周均 VWAP 看涨</li>
<li>在 9689 之上目标 9760</li>
<li>在 9683 之下目标 9566</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_2025-12-01_17-13-18.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_2025-12-01_17-13-18.webp"/></p>
<hr/>
<p><em>更多来自此作者的文章：</em></p>
<p>每日市场展望 - 12 月 1 日，星期一</p>
<p>每日市场展望 - 11 月 28 日，星期五</p>
<p>FTSE 收盘线 - 11 月 27 日，星期四</p>

HICL

BAE 系统公司

<p>英国中型股因金融和工业部门的下跌而下滑，FTSE 250 指数下跌 0.8%。FTSE 100 指数保持平稳。英国服务业收缩，但制造业采购经理人指数（PMI）上升。投资者在等待美国联邦储备委员会的政策信号。劳斯莱斯和 BAE 系统公司股价下跌，而贵金属矿业公司股价上涨。梅尔罗斯工业公司在首席财务官宣布后股价下跌，而 HICL 基础设施在取消合并后股价上涨。由于美国可能降息，英国矿业股票大幅上涨。技术观点：FTSE 100 指数在 9689 以上看涨，在 9683 以下看跌</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>UK midcap stocks faced a setback on Monday, weighed down by declines in the financial and industrial sectors amid a cautious global market sentiment. Investors closely monitored domestic economic data while awaiting further cues on monetary policy direction from the U.S. Federal Reserve. The FTSE 250, which tracks domestic-focused companies, fell by as much as 0.8%, marking its sharpest one-day drop in two weeks. Meanwhile, the blue-chip FTSE 100 remained flat to marginally lower in a volatile trading session.Economic data revealed that Britain's services sector contracted at its fastest pace in three years over the three months to November. However, there was a silver lining in the manufacturing sector, where the PMI rose for the first time since September 2024. Across the Atlantic, investors turned their attention to Federal Reserve Chair Jerome Powell’s upcoming speech, eager for insights into the Fed's policy direction ahead of its next meeting. On the geopolitical front, U.S. and Ukrainian officials held discussions on Sunday about a potential peace agreement with Russia. U.S. Secretary of State Marco Rubio expressed optimism about progress toward ending the three-year conflict.</p>
<div class="lb-trans"><p>英国中型股在周一遭遇挫折，受到金融和工业部门下滑的拖累，全球市场情绪谨慎。投资者密切关注国内经济数据，同时等待美国联邦储备委员会关于货币政策方向的进一步线索。追踪以国内为主的公司的 FTSE 250 指数下跌了最多 0.8%，创下两周以来的最大单日跌幅。与此同时，蓝筹股 FTSE 100 指数在波动的交易中保持平稳或略微下跌。经济数据显示，英国服务业在截至 11 月的三个月内以三年来最快的速度收缩。然而，制造业却有一线希望，PMI 自 2024 年 9 月以来首次上升。跨大西洋，投资者将注意力转向美联储主席杰罗姆·鲍威尔即将发表的讲话，渴望获得关于美联储政策方向的见解，以便为下次会议做准备。在地缘政治方面，美国和乌克兰官员在周日就与俄罗斯达成潜在和平协议进行了讨论。美国国务卿马尔科·鲁比奥对结束这场持续三年的冲突表示乐观。</p>
</div><p>Aerospace and defence stocks bore the brunt of the downturn, with Rolls-Royce and BAE Systems losing 3% and 2.8%, respectively. Homebuilders also struggled, as shares of Balfour Beatty, Bellway, and Taylor Wimpey all declined by over 1.5%.On a positive note, precious metal miners offered some support, gaining 3.6% as metal prices climbed. Hochschild Mining and Fresnillo led the sector, each surging more than 5%. In corporate news, Melrose Industries saw its shares drop 5.9% after announcing Ross McCluskey as its incoming CFO, effective 2026. Conversely, HICL Infrastructure jumped 4.4% after scrapping its proposed merger with The Renewables Infrastructure Group (TRIG). TRIG shares fell 3.6% following the decision. The merger would have created the UK’s largest listed infrastructure investment firm, with net assets exceeding £5.3 billion ($7.01 billion).</p>
<div class="lb-trans"><p>航空航天和国防股票在此次下跌中受到重创，劳斯莱斯和 BAE 系统公司分别下跌 3% 和 2.8%。房屋建筑商也面临困境，巴尔福·比蒂、贝尔维和泰勒·温比的股票均下跌超过 1.5%。值得一提的是，贵金属矿业公司提供了一些支持，随着金属价格上涨，股价上涨了 3.6%。霍赫希尔德矿业和弗雷斯尼洛领涨该行业，各自上涨超过 5%。在企业新闻方面，梅尔罗斯工业宣布罗斯·麦克拉斯基将于 2026 年担任首席财务官，导致其股价下跌 5.9%。相反，HICL 基础设施在取消与可再生基础设施集团（TRIG）的合并提议后上涨 4.4%。TRIG 的股价在这一决定后下跌 3.6%。该合并将创建英国最大的上市基础设施投资公司，净资产超过 53 亿英镑（70.1 亿美元）。</p>
</div><p>Shares of UK-listed mining companies are experiencing a significant rise as optimism builds around potential U.S. interest rate cuts, which could enhance precious metal prices. Fresnillo is leading the way on the FTSE 100 with an impressive 4.9% surge, followed closely by Antofagasta at 2.6% and Endeavour Mining at 2.4%. Both Glencore and Anglo American have also made notable gains, each advancing by 2.2%, positioning them among the top performers on the blue-chip index. Hochschild Mining has enjoyed a solid increase of 3.8%. Overall, the UK precious metals and mining sector is thriving, with its sub-index nearly tripling in value year-to-date.</p>
<div class="lb-trans"><p>英国上市矿业公司的股票因对美国可能降息的乐观情绪而大幅上涨，这可能提升贵金属价格。弗雷斯尼洛在 FTSE 100 中领涨，股价上涨 4.9%，紧随其后的是安托法加斯塔上涨 2.6% 和恩德沃矿业上涨 2.4%。嘉能可和英美资源也有显著涨幅，各上涨 2.2%，使其成为蓝筹股指数中的表现最佳者。霍赫希尔德矿业也实现了 3.8% 的稳健增长。总体而言，英国贵金属和矿业部门蓬勃发展，其子指数年初至今几乎翻了三倍。</p>
</div><p><strong>TECHNICAL &amp; TRADE VIEW - FTSE100</strong></p>
<div class="lb-trans"><p><strong>技术与交易观点 - FTSE100</strong></p>
</div><ul>
<li>Daily VWAP Bullish</li>
<li>Weekly VWAP Bullish</li>
<li>Above 9689 Target 9760</li>
<li>Below 9683 Target 9566</li>
</ul>
<div class="lb-trans"><ul>
<li>日均 VWAP 看涨</li>
<li>周均 VWAP 看涨</li>
<li>在 9689 之上目标 9760</li>
<li>在 9683 之下目标 9566</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_2025-12-01_17-13-18.webp" alt="" original-src="https://talkmarkets.com/contributor/mirjana-mishevska/user_content/ckimages/orig_ftse_2025-12-01_17-13-18.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 - Monday, Dec. 1</p>
<div class="lb-trans"><p>每日市场展望 - 12 月 1 日，星期一</p>
</div><p>Daily Market Outlook - Friday, Nov. 28</p>
<div class="lb-trans"><p>每日市场展望 - 11 月 28 日，星期五</p>
</div><p>The FTSE Finish Line - Thursday, Nov. 27</p>
<div class="lb-trans"><p>FTSE 收盘线 - 11 月 27 日，星期四</p>
</div>

FTSE 收盘线 - 星期一，12 月 1 日