英國9月製造業及服務業PMI初值將於十分鐘後公佈。

獨立宏觀研究機構Kobeissi Letter援引高盛，數據顯示，高市值共同基金目前對AI敞口股票的配置比例，較其基準指數低約1.75個百分點，創下歷史最大低配幅度。該統計口徑剔除了部分超大市值科技股，包括亞馬遜、博通、谷歌母公司Alphabet、Meta、微軟和英偉達等公司。相比之下，2024年年中，大型共同基金對AI相關股票的配置比例曾較基準水平高出0.40個百分點。當前機構降低AI股票配置之際，AI相關股票在大型共同基金投資組合中的平均佔比約爲13.0%，低於其基準組合中的14.8%。作爲對比，2024年第三季度，這兩個比例均約爲6.5%。這意味着，機構投資組合目前對人工智能交易的配置不足。

Senior global bank executives told the Andy Burnham government they would shift investment out of the UK if taxes on the sector rise, warning the move could further damage London’s status as a financial centre. A survey of US, EU, Asian, African and Middle Eastern lenders with large UK operations by the main banking lobby found senior bankers saying they would be less likely to designate the UK as their primary European hub as they did pre‑Brexit. The warning comes amid concern over a proposed windfall tax in next month’s budget; Chancellor John Healey is seeking revenue to offset the impact of higher borrowing costs from the Iran war. David Postings, CEO of the bank lobby, said I think we have already been taxed very heavily; going further would reach a tipping point and be very dangerous for the government.