A股PCB概念持续走强，杭电股份、昊华科技、沃特股份涨停，肯特股份涨超10%，金安国纪、隆扬电子、联瑞新材、科翔股份、*ST康佳A等跟涨。

Belarusian President Alexander Lukashenko arrived in Moscow.

Market pricing on Thursday shows investors do not fully price a 25bp Bank of England hike until the MPC meeting in February next year. LSEG data show cumulative tightening priced by the Dec. 17 decision is 24.3bp, versus 36bp priced by the Feb. 4 decision. Pricing for the Sept. meeting implies under 4bp of tightening, equating to roughly a 15% chance of a hike; by comparison markets price about 24bp at the ECB’s Sept. meeting. UK July CPI rose to 2.9% on higher household energy bills, while the labour market remains moderate — the primary source of longer‑run inflation concern among MPC members.