新西兰50 (NZX50) 加自选

新西兰数据：第二季度经常账户赤字低于预期。经常账户是一个国家国际收支平衡的关键部分（记录了与世界其他地区的所有交易）。它主要跟踪商品、服务、收入和转移的流动。

New Zealand data: Q2 Current Account deficit is lower than expected.The current account is a key part of a country's balance of payments (which records all transactions with the rest of the world). It mainly tracks the flow of goods, services, income, and transfers.

新西兰在2025年第二季度的经常账户赤字为9.7亿新西兰元，与去年同期的33亿新西兰元缺口相比大幅收窄，远低于市场预期的27亿新西兰元。商品余额盈余从一年前的5.3亿新西兰元急剧扩大到26.7亿新西兰元，而服务账户赤字从6.6亿新西兰元增加到10亿新西兰元。与此同时，初级收入赤字从27亿新西兰元缩小到23亿新西兰元，次级收入差距从4.9亿新西兰元下降到3.7亿新西兰元。按年度计算，截至2025年6月30日的经常账户赤字为160亿新西兰元，高于截至2025年3月31日的183亿新西兰元。总体而言，数据表明，新西兰的对外地位明显改善，这主要是由于商品出口强劲和收入赤字缩小。

New Zealand posted a current account deficit of NZD 0.97 billion in Q2 2025, significantly narrowing from a NZD 3.3 billion shortfall in the same period last year and well below market expectations of NZD 2.7 billion. The goods balance surplus widened sharply to NZD 2.67 billion from NZD 0.53 billion a year earlier, while the services account deficit increased to NZD 1 billion from NZD 0.66 billion. Meanwhile, the primary income deficit narrowed to NZD 2.3 billion from NZD 2.7 billion, and the secondary income gap fell to NZD 0.37 billion from NZD 0.49 billion. On an annual basis, the current account deficit for the year ended June 30, 2025, stood at NZD 16.0 billion, improving from NZD 18.3 billion in the year ended March 31, 2025. Overall, the data points to a marked improvement in New Zealand’s external position, driven largely by stronger goods exports and narrower income deficits.

周三早盘，新西兰元50指数下跌33点，跌幅0.3%，至13202点，与前一交易日相比停止上涨，达到近两周来的最低水平，因为交易员在周四公布第二季度GDP数据之前仍持谨慎态度。市场预期表明，该国经济可能环比收缩0.3%，与新西兰储备银行的估计一致。在美联储做出货币政策决定之前，更广泛的指数在一夜之间跟踪了华尔街的下跌。 新的数据也打压了市场情绪，在生活成本上升和经济不确定性持续存在的情况下，新西兰的消费者信心仍然疲软。与此同时，第二季度经常账户赤字低于预期。几乎所有行业都出现了亏损，金融、医疗保健和公用事业领涨。Fletcher Building下跌1.9%，而斐雪派克、Contact Energy和Infratil分别下跌1.2%。萨默塞特集团下跌1.1%，陶朗加港下跌0.9%。

The NZX 50 dropped 33 points, or 0.3%, to 13,202 in morning trade on Wednesday, halting gains from the previous session and reaching its lowest level in nearly two weeks, as traders remained cautious ahead of the release of Q2 GDP data on Thursday. Market expectations indicate that the country's economy is likely to contract by 0.3% QoQ, in line with RBNZ estimates. The broader index tracked a decline on Wall Street overnight, ahead of the Federal Reserve’s monetary policy decision. Fresh data also weighed on sentiment, with New Zealand’s consumer confidence remaining weak amid rising living costs and ongoing economic uncertainty. Meanwhile, the current account deficit came in smaller than expected in Q2. Almost all sectors traded in the red, led by financials, healthcare, and utilities. Fletcher Building fell 1.9%, while Fisher & Paykel, Contact Energy, and Infratil dropped 1.2% each. Summerset Group declined 1.1%, and Port of Tauranga slid 0.9%.

新西兰西太平洋银行麦克德莫特·米勒消费者信心指数从上一时期的91.2微降至2025年第三季度的90.9，仍处于历史低位。这一下降反映了家庭持续面临的压力，因为生活成本上升和经济不确定性影响了人们的情绪。西太平洋银行表示，经济在年中陷入疲软，尽管借贷成本有所缓解，但更高的支出限制了人们的信心。调查还强调，就业市场疲软和房价持续疲软是主要问题。这些因素，再加上生活成本的挑战，表明新西兰的消费者信心仍然脆弱。

The Westpac McDermott Miller Consumer Confidence Index in New Zealand edged lower to 90.9 in the third quarter of 2025 from 91.2 in the previous period, still remaining at historically weak levels. The decline reflects ongoing pressures on households as rising living costs and economic uncertainty weigh on sentiment. According to Westpac, the economy has hit a mid-year soft patch, with higher expenses limiting confidence even as borrowing costs ease. The survey also highlighted weakness in the job market and continued softness in house prices as key concerns. These factors, combined with cost-of-living challenges, suggest that consumer confidence in New Zealand remains fragile.