标准普尔/澳交所200指数周三下跌0.9%,收于8765点,结束了连续三个交易日的上涨,此前8月份消费者价格涨幅高于预期,导致市场减少了对近期降息的押注。数据显示,整体通胀以一年来最快的速度加速,尽管核心通胀有所缓解,突显出价格压力喜忧参半。这些数据增强了人们对澳大利亚储备银行在9月会议上将利率维持在3.6%不变的预期,而11月降息的可能性从公布前的70%降至50%。在美联储主席鲍威尔强调需要平衡通胀风险和劳动力市场疲软后,华尔街的微弱领先也增加了压力。在企业方面,对利率敏感的金融股损失最大,下跌1.8%,至三周低点,“四大”下跌1.4%至3.2%。跌幅显著的包括科技股(-0.9%)和医疗保健股(-1.3%),如Wisetech(-2.1%)和Telix(-5.2%)。
The S&P/ASX 200 dropped 0.9% to finish at 8,765 on Wednesday, snapping a three-session winning streak, after a larger-than-expected rise in August consumer prices led markets to scale back bets of near-term rate cuts. The data showed headline inflation accelerating at the fastest pace in a year, though core inflation eased, highlighting mixed price pressures. The figures strengthened expectations for the Reserve Bank of Australia to leave rates unchanged at 3.6% in its September meeting, while the chances of a November rate cut eased to 50% from 70% before the release. A weak lead from Wall Street also added pressure after Fed Chair Powell emphasized the need to balance inflation risks against a softening labor market. On the corporate front, rate-sensitive financials suffered most losses, down 1.8% to a three-week low, with the “Big Four” falling between 1.4% to 3.2%. Notable decliners include tech stocks (-0.9%) and healthcare (-1.3%), such as Wisetech (-2.1%) and Telix (-5.2%).