英镑/港币 (GBPHKD) 加自选

在伦敦，富时100指数周五上涨43点，涨幅0.52%。涨幅居前的是菲尼克斯控股（5.79%）、伯克利（4.85%）和巴拉特发展（4.50%）。跌幅最大的是洲际酒店（-2.36%）、英国石油公司（-1.32%）和比兹利（-1.17%）。

In London, the FTSE 100 Index went up by 43 points or 0.52 percent on Friday. Top gainers were Phoenix Holdings (5.79%), Berkeley (4.85%) and Barratt Developments (4.50%). Biggest losses came from Intercontinental Hotels (-2.36%), BP (-1.32%) and Beazley (-1.17%).

英镑飙升至1.26美元，创下4月9日以来的最高水平，因为在美国公布了弱于预期的就业数据后，交易员们重新调整了对2024年降息时机的预期。4月份的数据显示，美国经济仅增加了17.5万个就业岗位，远低于预期的24.3万个，与之前预测的11月时间表相比，美联储预计将在9月份实施首次降息。此外，工资增长低于预期，而失业率意外上升。与此同时，预计英格兰银行下周将保持利率不变，但投资者将在8月而不是9月对首次降息进行全面定价。4月，英国央行行长安德鲁·贝利对英国通胀率有望达到2%的目标表示乐观。事实上，3月份通胀率降至3.2%，为2021年9月以来的最低水平。

The British pound surged to $1.26, marking its highest level since April 9th, as traders recalibrated their expectations for the timing of interest rate cuts in 2024 following the release of weaker-than-expected jobs data from the US. The Federal Reserve is now expected to implement its first cut in September, compared to the previously projected November timeline, after April's figures revealed that the US economy added just 175K jobs, significantly fewer than the anticipated 243K. Moreover, wage growth fell short of expectations, while the jobless rate unexpectedly rose. Meanwhile, the Bank of England is expected to keep rates unchanged next week but investors are fully pricing the first cut in August instead of September. In April, BoE Governor Andrew Bailey expressed optimism as British inflation appeared on track to meet the 2% target. In fact, the inflation rate fell to 3.2% in March, the lowest rate since September 2021.

英国10年期政府债券收益率降至4.2%以下，为4月15日以来的最低水平，此前4月就业报告弱于预期，将美联储从11月降息的预期推至9月。4月份，美国经济仅增加了17.5万个就业岗位，远低于3月份估计的24.3万个和31.5万个。与此同时，预计英格兰银行下周将保持利率不变，但投资者将在8月而不是9月对首次降息进行全面定价。4月，英国央行行长安德鲁·贝利对英国通胀率有望达到2%的目标表示乐观。事实上，3月份通胀率降至3.2%，为2021年9月以来的最低水平。尽管如此，他的同事Megan Greene和Huw Pill仍提醒不要过早考虑降息。

The UK 10-year government bond yield declined to below 4.2%, the lowest since April 15th after the weaker-than-expected April jobs report pushed expectations for the Fed rate cut to September from November. The US economy added just 175K jobs in April, much below the estimated 243K and 315K in March. Meanwhile, the Bank of England is expected to keep rates unchanged next week but investors are fully pricing the first cut in August instead of September. In April, BoE Governor Andrew Bailey expressed optimism as British inflation appeared on track to meet the 2% target. In fact, the inflation rate fell to 3.2% in March, the lowest rate since September 2021. Still, his colleagues Megan Greene and Huw Pill cautioned against premature consideration of interest rate reductions.

香港股市周五早盘上涨192点，涨幅1.0%，至18402点的近8个月高点，连续第二个交易日上涨，此前华尔街股市隔夜表现强劲，科技股在今天晚些时候发布关键月度就业报告前反弹。美联储周三连续第六次会议保持利率不变，金管局与将基准利率维持在5.75%的决定步调一致。主席鲍威尔暗示，央行的下一步行动不会是加息。恒生指数周涨幅将超过4%，这将是连续第二次上涨，受闪光数据的提振，该数据显示，该市经济在2024年第一季度的增长超过预期，并取得了第五季度的涨幅。所有行业都有所攀升，在苹果公布强劲的盈利业绩后，科技股飙升近2%。尽管腾讯股价创下12个月来的最高点，但其他涨幅居前的是KE-Hlds。（4.6%），JD。Com（3.6%）、快手科技（3.4%）和UBTech Robotics（8.0%）。

Hong Kong's equities climbed 192 points or 1.0% to a near 8-month peak of 18,402 in early trade on Friday, rising for the second session amid a strong surge in US futures following a solid session on Wall Street overnight as tech stocks rallied ahead of key monthly jobs report later today. The Fed Wednesday kept interest rates unchanged for the sixth meeting in a row, and the HKMA moved in lockstep with the decision to maintain its base rate at 5.75%. Chair Powell implied that the central bank's next move would not be raising rates. The Hang Seng is heading for a jump of over 4% weekly, which will be the second successive rise, buoyed by flash data showing the city's economy grew more than expected in Q1 of 2024 and logged the fifth quarter of advance. All sectors climbed, with tech soaring near 2% after Apple posted robust earnings results. While Tencent shares hit a 12-month top, other top movers were KE Hlds. (4.6%), JD.Com (3.6%), Kuaishou Tech. (3.4%), and UBTech Robotics (8.0%).