标准普尔/澳交所200指数周五下跌1.4%，至7800点以下，延续了前一交易日的跌幅，触及近八个月来的最低水平。澳大利亚股市也追随华尔街隔夜的大幅抛售，在投资者评估美国总统唐纳德·特朗普互惠关税的影响时，市值蒸发了4万亿美元。对美国的出口仅占澳大利亚出口的一小部分，澳大利亚总理安东尼·阿尔巴内塞排除了对美国采取反制措施的可能性。然而，随着中国、日本和韩国等澳大利亚主要贸易伙伴面临美国高额关税，对更广泛的经济前景构成威胁，人们的担忧依然存在。在油价大幅下跌的情况下，能源股领跌，伍德赛德能源（-7.6%）和桑托斯（-6.9%）遭受重大损失。金融和矿业股也面临压力。

The S&P/ASX 200 Index dropped 1.4% to below 7,800 on Friday, extending losses from the previous session and hitting its lowest levels in almost eight months. Australian shares also tracked a sharp selloff on Wall Street overnight which wiped out $4 trillion in market value as investors assessed the impact of US President Donald Trump’s reciprocal tariffs. Shipments to the US account for only a small part of Australia’s exports and Prime Minister Anthony Albanese ruled out imposing countermeasures against the US. However, concerns persist as key Australian trade partners such as China, Japan, and South Korea face steep US tariffs, threatening the broader economic outlook. Energy stocks led the downturn amid a sharp decline in oil prices, with Woodside Energy (-7.6%) and Santos (-6.9%) suffering significant losses. Financial and mining stocks also remained under pressure.

澳元/日元价格分析：由于空头将压力维持在92.50以下，该货币对进一步走弱。周四，澳元/日元再次出现看跌势头，跌至92.40区域，抹去了最近的复苏尝试。该货币对进一步滑入每日区间的下半部分，表明随着市场参与者在亚洲时段之前重新评估风险偏好，抛售倾向仍在继续。

AUD/JPY Price Analysis: Pair weakens further as bears maintain pressure below 92.50.AUD/JPY saw renewed bearish momentum on Thursday, falling toward the 92.40 region and erasing recent recovery attempts. The pair slid deeper into the lower half of its daily range, suggesting continued selling bias as market participants reassess risk appetite ahead of the Asian session.

欧元/美元、美元/日元和澳元/美元预测——关税公告后美元受到打击。周四凌晨，由于市场继续出现大幅波动，美元受到了相当大的打击。周三的关税公告引起了世界各国领导人的反应，外汇市场仍有很多噪音。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Gets Hit After Tariff Announcement.The US dollar has been hit rather hard in the early hours of Thursday, as the markets continue to see a lot of volatility. The tariff announcement on Wednesday has leaders around the world reacting, and there is a lot of noise in the FX markets still.

澳大利亚10年期政府债券收益率降至4.28%左右，为一个月来的最低水平，因为在美国总统唐纳德·特朗普宣布大幅提高关税后，投资者寻求避险资产，这加剧了可能损害经济增长的全球贸易战。在国内方面，澳大利亚储备银行周二保持利率稳定，但略微转向鸽派，取消了之前对进一步降息持谨慎态度的说法。央行承认，核心通胀正在按照预期降温，但需要相信这一趋势会持续下去。全球贸易战的风险导致交易员大幅提高了对澳大利亚储备银行今年进一步降息的预期，掉期交易意味着5月份降息25个基点的可能性约为80%。在经济新闻中，由于出口下降而进口增加，澳大利亚2月份的贸易顺差大幅收窄，这表明外部部门可能面临不利因素。

Australia’s 10-year government bond yield fell to around 4.28%, its lowest level in a month, as investors sought safe-haven assets after U.S. President Donald Trump unveiled massive increases in tariffs, deepening a global trade war that could hurt economic growth. On the domestic front, the Reserve Bank of Australia held interest rates steady on Tuesday but took a slight dovish turn by removing its previous reference to being cautious on further rate cuts. The central bank acknowledged that core inflation was cooling in line with expectations, but it needed to be confident the trend would continue. The risk of a global trade war has led traders to sharply increase their expectations for further rate cuts from the RBA this year, with swaps implying about an 80% chance of a 25bps reduction in May. In economic news, Australia’s trade surplus narrowed significantly in February as exports declined while imports increased, signaling potential headwinds for the external sector.