<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/Stressed-trader-amid-market-downturn.png?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://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/Stressed-trader-amid-market-downturn.png"/></p>
<p>伦敦股市周四下跌，回吐了前一交易日大幅上涨的一部分，油价反弹和对脆弱的中东停火协议的新疑虑抑制了风险偏好。</p>
<p>富时 100 指数下跌 0.3%，而富时 250 指数下跌 1.1%，零售商和小型公司领跌。</p>
<p>此次回撤是在前一天强劲反弹之后，当时伦敦股市在美国和伊朗同意在未来两周恢复外交关系后，创下了一年来最大单日涨幅。</p>
<p>然而，这种缓解的局面证明是短暂的。</p>
<p>随着对停火协议是否能够维持以及该地区的能源流动是否会再次受到压力的不确定性持续存在，投资者迅速变得更加谨慎。</p>
<h2>能源股表现优于大盘</h2>
<p>油价从近期低点反弹，交易员评估停火协议可能破裂并扰乱中东供应路线的风险。</p>
<p>这一举动提振了大型生产商，并帮助富时 350 能源指数上涨约 1%，缓解了整体市场的疲软。</p>
<p>对于富时 100 指数而言，这提供了一个熟悉的支撑来源。</p>
<p>该基准指数在石油和天然气公司中占比较大，这些公司在地缘政治紧张局势推动原油价格上涨时往往表现优于大盘。</p>
<p>尽管如此，该行业的涨幅不足以抵消其他地方的抛售，因为投资者转向风险较低且更关注英国市场的股票。</p>
<p>欧洲市场的整体氛围也较为疲软，前一交易日的反弹未能聚集动能。</p>
<p>投资者在大型能源公司因商品价格上涨而获益与因燃料成本再次飙升而带来的更广泛经济风险之间进行权衡。</p>
<p>利率敏感行业再次承压，国债收益率再次上升，逆转了前一天的部分下跌。</p>
<p>房屋建筑商是最大的跌幅者之一，该行业下跌约 0.9%，投资者重新评估借贷成本和住房需求的前景。</p>
<p>英镑走强，交易员提高了对英格兰银行在年底前收紧政策的预期，预计将进一步加息约 40 个基点，而前一天大约为 32 个基点。</p>
<p>这一变化加大了对国内市场相关股票的压力，特别是与住房和消费者支出相关的股票。</p>
<p>英国皇家特许测量师学会的月度调查显示，英国房地产市场急剧收缩，突显出高额抵押贷款成本和疲弱情绪带来的压力。</p>
<p>对于股票投资者而言，收益率上升和房地产活动疲软的结合为依赖国内经济的公司创造了困难的背景。</p>
<h2>个股动态</h2>
<p>在个别股票中，Ceres Power Holdings 下跌 6.4%，因 Peel Hunt 将其对该清洁能源技术公司的评级从持有下调至卖出。</p>
<p>此次下调加大了对这只股票的压力，该股票已经面临商业进展速度的审查。</p>
<p>ME Group International 是一个显著的亮点，股价上涨 3.2%，因该自动售货机运营商表示已与 Asda 合作推出更多 Wash.ME 洗衣机。</p>
<p>这一消息在整体谨慎的市场中显得尤为突出，帮助该股票逆势上涨。</p>
<p>到收盘时，伦敦股市在两种对立力量之间挣扎：油价上涨带来的支撑和收益率上升及地缘政治不确定性带来的压力。</p>
<p>除非对停火协议的信心改善且债券市场稳定，否则即使能源股继续为富时 100 指数提供一些支撑，国内市场相关部分仍可能面临压力。</p>
<p>富时指数下跌 0.3%，因油价上涨动摇了降息预期，首发于 Invezz。</p>

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<p>伦敦股市在周四下跌，富时 100 指数下跌 0.3%，富时 250 指数下跌 1.1%，因油价上涨和对中东停火的怀疑抑制了风险偏好。尽管前一天市场强劲反弹，但投资者在地缘政治不确定性中变得谨慎。能源股表现优异，富时 350 能源指数上涨约 1%。然而，受较高国债收益率的压力，利率敏感型行业受到影响，住房和消费类股票也受到冲击。市场仍在油价支撑与收益率上升及地缘政治风险之间挣扎</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/Stressed-trader-amid-market-downturn.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/Stressed-trader-amid-market-downturn.png"/></p>
<p>London stocks fell on Thursday, giving back part of the previous session’s sharp advance, as a rebound in oil prices and fresh doubts over a fragile Middle East ceasefire damped appetite for risk.</p>
<div class="lb-trans"><p>伦敦股市周四下跌，回吐了前一交易日大幅上涨的一部分，油价反弹和对脆弱的中东停火协议的新疑虑抑制了风险偏好。</p>
</div><p>The FTSE 100 slipped0.3%, while the FTSE 250 dropped1.1%, with retailers and smaller companies leading the declines.</p>
<div class="lb-trans"><p>富时 100 指数下跌 0.3%，而富时 250 指数下跌 1.1%，零售商和小型公司领跌。</p>
</div><p>The retreat followed a strong rally a day earlier, when London equities posted their biggest one-day gain in a year after the US and Iran agreed to resume diplomacy over the next two weeks.</p>
<div class="lb-trans"><p>此次回撤是在前一天强劲反弹之后，当时伦敦股市在美国和伊朗同意在未来两周恢复外交关系后，创下了一年来最大单日涨幅。</p>
</div><p>That relief proved short-lived.</p>
<div class="lb-trans"><p>然而，这种缓解的局面证明是短暂的。</p>
</div><p>Investors quickly turned more cautious as uncertainty lingered over whether the truce would hold and whether energy flows through the region could again come under pressure.</p>
<div class="lb-trans"><p>随着对停火协议是否能够维持以及该地区的能源流动是否会再次受到压力的不确定性持续存在，投资者迅速变得更加谨慎。</p>
</div><h2>Energy stocks outperform</h2>
<div class="lb-trans"><h2>能源股表现优于大盘</h2>
</div><p>Oil recovered from recent lows as traders assessed the risk that the ceasefire could unravel and disrupt supply routes in the Middle East.</p>
<div class="lb-trans"><p>油价从近期低点反弹，交易员评估停火协议可能破裂并扰乱中东供应路线的风险。</p>
</div><p>The move lifted heavyweight producers and helped the FTSE 350 energy index rise about 1%, cushioning some of the broader market weakness.</p>
<div class="lb-trans"><p>这一举动提振了大型生产商，并帮助富时 350 能源指数上涨约 1%，缓解了整体市场的疲软。</p>
</div><p>For the FTSE 100, that offered a familiar source of support.</p>
<div class="lb-trans"><p>对于富时 100 指数而言，这提供了一个熟悉的支撑来源。</p>
</div><p>The benchmark has a relatively large weighting in oil and gas companies, which tend to outperform when geopolitical tensions drive crude prices higher.</p>
<div class="lb-trans"><p>该基准指数在石油和天然气公司中占比较大，这些公司在地缘政治紧张局势推动原油价格上涨时往往表现优于大盘。</p>
</div><p>Even so, gains in the sector were not enough to offset selling elsewhere as investors moved away from riskier and more UK-focused shares.</p>
<div class="lb-trans"><p>尽管如此，该行业的涨幅不足以抵消其他地方的抛售，因为投资者转向风险较低且更关注英国市场的股票。</p>
</div><p>The broader tone across European markets was also softer, with the previous session’s rebound failing to gather momentum.</p>
<div class="lb-trans"><p>欧洲市场的整体氛围也较为疲软，前一交易日的反弹未能聚集动能。</p>
</div><p>Investors were left balancing the benefit of stronger commodity prices for large-cap energy names against the wider economic risks posed by a renewed jump in fuel costs.</p>
<div class="lb-trans"><p>投资者在大型能源公司因商品价格上涨而获益与因燃料成本再次飙升而带来的更广泛经济风险之间进行权衡。</p>
</div><p>Rate-sensitive sectors came under renewed pressure as gilt yields moved higher again, reversing some of the previous day’s decline.</p>
<div class="lb-trans"><p>利率敏感行业再次承压，国债收益率再次上升，逆转了前一天的部分下跌。</p>
</div><p>Housebuilders were among the biggest fallers, leaving the sector down about 0.9% as investors reassessed the outlook for borrowing costs and housing demand.</p>
<div class="lb-trans"><p>房屋建筑商是最大的跌幅者之一，该行业下跌约 0.9%，投资者重新评估借贷成本和住房需求的前景。</p>
</div><p>Sterling strengthened and traders increased their expectations for Bank of England tightening by year-end, pricing in around 40 basis points of further moves compared with roughly 32 basis points a day earlier.</p>
<div class="lb-trans"><p>英镑走强，交易员提高了对英格兰银行在年底前收紧政策的预期，预计将进一步加息约 40 个基点，而前一天大约为 32 个基点。</p>
</div><p>That shift added to the pressure on domestically exposed shares, particularly those tied to housing and consumer spending.</p>
<div class="lb-trans"><p>这一变化加大了对国内市场相关股票的压力，特别是与住房和消费者支出相关的股票。</p>
</div><p>A monthly survey from the Royal Institution of Chartered Surveyors showed the UK housing market contracting sharply, underscoring the strain from elevated mortgage costs and weak sentiment.</p>
<div class="lb-trans"><p>英国皇家特许测量师学会的月度调查显示，英国房地产市场急剧收缩，突显出高额抵押贷款成本和疲弱情绪带来的压力。</p>
</div><p>For equity investors, the combination of higher yields and softer property activity created a difficult backdrop for companies reliant on the domestic economy.</p>
<div class="lb-trans"><p>对于股票投资者而言，收益率上升和房地产活动疲软的结合为依赖国内经济的公司创造了困难的背景。</p>
</div><h2>Stock movers in focus</h2>
<div class="lb-trans"><h2>个股动态</h2>
</div><p>Among individual shares, Ceres Power Holdings slumped6.4%after Peel Hunt cut its recommendation on the clean-energy technology company to sell from hold.</p>
<div class="lb-trans"><p>在个别股票中，Ceres Power Holdings 下跌 6.4%，因 Peel Hunt 将其对该清洁能源技术公司的评级从持有下调至卖出。</p>
</div><p>The downgrade added to pressure on a stock already facing scrutiny over the pace of commercial progress.</p>
<div class="lb-trans"><p>此次下调加大了对这只股票的压力，该股票已经面临商业进展速度的审查。</p>
</div><p>ME Group International was a notable bright spot, rising3.2%after the vending machine operator said it had partnered with Asda to roll out more of its Wash.ME laundry units.</p>
<div class="lb-trans"><p>ME Group International 是一个显著的亮点，股价上涨 3.2%，因该自动售货机运营商表示已与 Asda 合作推出更多 Wash.ME 洗衣机。</p>
</div><p>The update stood out in an otherwise cautious market and helped the stock buck the broader downtrend.</p>
<div class="lb-trans"><p>这一消息在整体谨慎的市场中显得尤为突出，帮助该股票逆势上涨。</p>
</div><p>By the close, London equities were caught between two opposing forces: support from firmer oil prices and pressure from rising yields and geopolitical uncertainty.</p>
<div class="lb-trans"><p>到收盘时，伦敦股市在两种对立力量之间挣扎：油价上涨带来的支撑和收益率上升及地缘政治不确定性带来的压力。</p>
</div><p>Unless confidence in the ceasefire improves and bond markets stabilise, domestically focused parts of the market may remain under strain even as energy stocks continue to offer some support to the FTSE 100.</p>
<div class="lb-trans"><p>除非对停火协议的信心改善且债券市场稳定，否则即使能源股继续为富时 100 指数提供一些支撑，国内市场相关部分仍可能面临压力。</p>
</div><p>The post FTSE falls 0.3% as rising oil prices shake rate cut expectations appeared first on Invezz</p>
<div class="lb-trans"><p>富时指数下跌 0.3%，因油价上涨动摇了降息预期，首发于 Invezz。</p>
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由于油价上涨动摇了降息预期，富时指数下跌了 0.3%