新西兰50 (NZX50) 加自选

新西兰基准标准普尔/NZX 50指数周四下跌0.1%，收于12760点，抹去了早些时候的涨幅，标志着其连续第二次下跌。交易员们仍然对未来潜在的贸易升级持谨慎态度，因为唐纳德·特朗普总统周三发出了更多信件，要求对至少另外七个国家的进口商品征收新的美国关税——就在两天前，他首次向其他14个国家的领导人发送了信件。迄今为止，21个目标国家的关税税率在20%至40%之间。新西兰储备银行决定暂停其降息周期，结束了自2024年8月以来连续六次降息，也打压了市场情绪。在经济方面，5月份新西兰的游客人数同比增长6.1%，达到190593人，明显低于4月份18.8%的增长率。在企业方面，重量级企业斐雪派克（-1.7%）、新西兰水星（-1.6%）、Mainfreight（-1.5%）和a2 Milk（-1.5%。

New Zealand's benchmark S&P/NZX 50 index slipped 0.1% to close at 12,760 on Thursday, wiping out earlier gains to mark its second straight decline. Traders remain wary of potential future trade escalations, as President Donald Trump on Wednesday sent more letters dictating new US tariff rates on at least seven more countries’ imports—just two days after he had first shared letters to the leaders of 14 other nations. The tariff rates for the 21 countries targeted so far range from 20% to 40%. Sentiment was also weighed down by the Reserve Bank of New Zealand’s decision to pause its rate-cutting cycle, ending a six-meeting streak of cuts dating back to August 2024. On the economic front, visitor arrivals to New Zealand rose by 6.1% year-on-year to 190,593 in May, a marked slowdown from the 18.8% growth recorded in April. On the corporate front, notable losses were seen among heavyweights Fisher & Paykel (-1.7%), Mercury NZ (-1.6%), Mainfreight (-1.5%), and a2 Milk (-1.5%).

周四早盘交易中，新西兰股市上涨33点，涨幅0.3%，至12802点，结束了前一交易日的下跌。新西兰元50指数隔夜追随华尔街的乐观走势，交易员评估了美联储会议纪要和扩大关税的影响。新西兰主要贸易伙伴中国的最新数据也提振了市场情绪，因为中国大陆的消费者价格五个月来首次上涨，尽管生产者价格继续下跌。然而，交易员们继续消化新西兰储备银行周三暂停加息对国内经济的影响。在数据方面，6月份新西兰游客同比增长6.1%，低于5月份的18.8%。主要消费品、金融、房地产和工业类股推动了该指数。早期上涨股包括A2 Milk（1.9%）、银行家投资信托（1.8%）、Infratil（1.5%）、殖民地汽车公司（0.8%）、Ebos Group（0.4%）和F&C投资信托（0.4%）。

The equities in New Zealand climbed 33 points, or 0.3%, to 12,802 in early deals on Thursday, halting losses from the previous session. The NZX 50 tracked an upbeat session on Wall Street overnight as traders assessed the Fed meeting minutes and the impact of expanding tariffs. Fresh data from New Zealand's main trading partner, China, also lifted sentiment, as consumer prices in the mainland rose for the first time in five months, although producer prices continued to decline. However, traders continued to digest the impact of the RBNZ's Wednesday move to pause interest rate hikes on the domestic economy. On the data front, visitors to New Zealand increased 6.1% YoY in June, easing from an 18.8% gain in May. Consumer staples, financials, real estate, and industrials mainly drove the index. Among early gainers were A2 Milk (1.9%), the Bankers Investment Trust (1.8%), Infratil (1.5%), the Colonial Motor Company (0.8%), Ebos Group (0.4%), and F&C Investment Trust (0.4%).

2025年5月，新西兰的游客人数同比增长6.1%，达到190593人。显著增长来自澳大利亚（增长4200）、中国（增长2300）和美国（增长1300）。总入境人数达到2019年5月疫情前水平的87%，当时有219300名游客进入该国。澳大利亚人在游客中所占比例最大，为45%，高于2019年的42%，其次是来自美国和中国的游客，各占游客总数的9%。然而，中国的份额仍低于2019年13%的水平。来自印度的入境人数从2019年的3%上升到总数的5%，而英国和新加坡各占3%，新加坡的份额从之前的2%上升。旅游业的稳步反弹反映了新西兰国际旅游业的持续复苏。

Visitor arrivals to New Zealand rose by 6.1% year-on-year to 190,593 in May 2025. Notable growth came from from Australia (up 4,200), China (up 2,300), and the United States (up 1,300). Total arrivals reached 87% of pre-pandemic levels seen in May 2019, when 219,300 visitors entered the country. Australians made up the largest share of visitors at 45%, up from 42% in 2019, followed by travelers from the United States and China, each accounting for 9% of arrivals. China’s share, however, remained below its 2019 level of 13%. Arrivals from India rose to 5% of the total, up from 3% in 2019, while the United Kingdom and Singapore each accounted for 3%, with Singapore’s share rising from 2% previously. The steady rebound in tourism reflects continued recovery in New Zealand’s international travel sector.

新西兰元在RBNZ之后没有移动，美元缓慢逆转。新西兰储备银行将利率维持在3.25%，对新西兰元几乎没有支撑作用。央行正采取与同行类似的谨慎态度。

New Zealand Dollar Unmoved after RBNZ, US Dollar Slowly Reverses.The RBNZ kept rates at 3.25%, offering little support to the New Zealand Dollar. The central bank is taking a cautious approach, similar to its peers.