澳元/港币 (AUDHKD) 加自选

investmentLive亚太外汇新闻摘要：新西兰、澳大利亚数据调整澳元和新西兰元。新西兰第二季度国内生产总值下降0.9%，给新西兰储备银行增加了加速削减的压力，而澳大利亚的劳动力数据、稳定的香港和中国政策决定以及美国加密货币ETF的消息则为这一交易日画上了圆满的句号。市场在数据流方面看到了适度的外汇波动。

investingLive Asia-Pacific FX news wrap: NZ, Australian data shift AUD and NZD.New Zealand GDP fell 0.9% in Q2, adding pressure on the RBNZ to accelerate cuts, while Australia's labour data, steady HK and China policy decisions, and US crypto ETF news rounded out the session. Markets saw modest FX moves on the data flow.

澳大利亚10年期政府债券收益率稳定在4.21%，交易员评估了劳动力市场报告。8月份就业人数下降了5400人，此前7月份修正后增加了26500人，超出了22000人的预期。然而，失业率保持在4.1%，与预期相符，按历史标准仍处于较低水平。喜忧参半的数据几乎没有改变人们对货币政策的预期，因为市场维持了澳大利亚储备银行本月将保持利率不变的押注，同时预计11月降息的可能性为70%。到目前为止，澳大利亚储备银行对政策宽松采取了谨慎的态度，今年仅进行了三次降息，主要是受季度通胀数据的指导。周二，助理行长Sarah Hunter表示，该行已接近实现通胀和就业目标，尽管前景两侧仍存在风险。相比之下，美联储周三如预期般降息，并表示今年剩余时间将稳步进一步降息。

Australia’s 10-year government bond yield steadied at 4.21% as traders assessed the labour market report. Employment fell by 5,400 in August, following a revised 26,500 rise in July and defying forecasts of a 22,000 gain. The jobless rate, however, stayed at 4.1%, matching expectations and still low by historical standards. The mixed data did little to alter expectations for monetary policy as markets upheld bets the Reserve Bank of Australia will leave rates unchanged this month, while pricing a 70% chance of a November cut. The RBA has so far adopted a cautious approach to policy easing, delivering only three cuts this year—guided mainly by quarterly inflation data. On Tuesday, Assistant Governor Sarah Hunter said the bank was close to achieving both of its inflation and employment goals, though risks remain on both sides of the outlook. In contrast, the US Federal Reserve lowered rates as expected on Wednesday and indicated a steady pace of further cuts for the rest of this year.

香港股市周四上午上涨44点，涨幅0.2%，至26954点，连续第二个交易日上涨，并保持近四年高点。美联储9个月来首次降息25个基点，并表示今年将再降息两次，理由是劳动力市场存在通胀风险，市场情绪进一步改善。香港金融管理局紧随其后，将借贷成本降至4.5%，为2022年11月以来的最低水平。首席执行官俞宗怡表示，此举应支持房地产和更广泛的经济。科技股领涨，此前据报道，北京方面下令各公司停止购买英伟达芯片，以减少对美国硬件的依赖，并促进国内替代品。在行政长官John Lee在2025年的施政报告中承诺促进投资、旅游和创新后，消费者股也走强。中芯国际股价上涨5.6%，达到2004年以来的最高点，而百度则因人工智能的进步而飙升11%。其他显著的推动因素包括中国龙源电力（5.0%）、Pop-Mart（3.4%）和中国铁塔（2.8%）。

Hong Kong stocks added 44 points or 0.2% to 26,954 on Thursday morning, advancing for the second session and holding near four-year highs. Sentiment improved further after the Fed cut rates by 25bps for the first time in nine months and signaled two more reductions this year, citing labor market risks over inflation. The Hong Kong Monetary Authority followed, lowering borrowing costs to 4.5%, the lowest since November 2022. Chief Executive Eddie Yue said the move should support property and the wider economy. Tech stocks led the strength after Beijing reportedly ordered firms to halt Nvidia chip purchases to cut reliance on US hardware and foster domestic alternatives. Consumer shares also firmed after Chief Executive John Lee pledged to boost investment, tourism, and innovation in his 2025 policy address. SMIC jumped 5.6% to its highest since 2004, while Baidu surged 11% on AI progress. Other notable movers included China Longyuan Power (5.0%), Pop Mart (3.4%), and China Tower (2.8%).

周四，澳元兑美元汇率在0.665美元左右，保持了前一交易日的跌幅，因为市场消化了低于预期的国内就业报告。数据显示，8月份净就业人数下降5400人，而预期增长21500人，主要原因是全职职位大幅下降40900人。失业率稳定在4.2%，而参与率小幅降至66.8%，表明劳动力市场逐渐疲软。尽管印刷品疲软，但市场暗示澳大利亚储备银行在9月30日的会议上降息的可能性只有20%，由于通胀仍高于目标，政策制定者发出谨慎信号，11月的预期将升至70%。与此同时，在美国，美联储公布了普遍预期的25个基点的降息，并表示今年将再降息两次，但2026年只降息一次。美联储主席杰罗姆·鲍威尔强调了谨慎的“风险管理”方法，不急于进一步放松。

The Australian dollar traded around $0.665 on Thursday, holding its losses from the previous session, as markets digested a softer-than-expected domestic jobs report. Data showed net employment fell by 5,400 in August against forecasts for a 21,500 gain, driven by a sharp drop of 40,900 full-time positions. The unemployment rate held steady at 4.2% while the participation rate edged lower to 66.8%, signaling a gradually softening labor market. Despite the weak print, markets imply only a 20% chance of a rate cut by the Reserve Bank of Australia at the September 30 meeting, with expectations rising to 70% for November, as inflation remains above target and policymakers signal caution. Meanwhile, in the US, the Federal Reserve delivered a widely expected quarter-point cut and signaled two more this year but only one in 2026. Fed Chair Jerome Powell stressed a cautious ‘risk management’ approach and no rush to ease further.