欧洲央行管委穆兰：能源价格上涨已开始影响更广泛的消费价格，即使我们没有看到通过工资产生的二次效应。

ONS: UK GDP fell 0.1% MoM in April, matching economists' forecasts, with the Iran war damping activity. April weakness followed an outsized March rebound driven by consumer petrol stockpiling and manufacturers front‑loading production ahead of expected energy-price pressure. Three-month rolling GDP to April rose 0.7% versus the prior three months, also in line with forecasts. Since late February, attacks on energy infrastructure and a partial blockade of the Strait of Hormuz have driven oil prices sharply higher. The weak April print raises near-term political risk for Prime Minister Starmer ahead of next week's by-election, where an Andy Burnham victory could trigger a leadership challenge.

股市资金流向图：今日沪深两市主力资金净流入106.64亿元，占比0.33%；大单资金净流出29.68亿元，占比0.09%；小单资金净流入197.80亿元，占比0.62%。