标准普尔/澳交所200指数周三上涨0.5%，收于8810点以上，延续了前一交易日接近历史新高的纪录，因为对国内和全球降息的预期不断增长，继续提振该指数。对美联储9月降息的押注不断上升（目前被视为94%的可能性），提振了全球风险偏好，而澳大利亚掉期交易显示，市场完全预计澳大利亚储备银行下周将降息25个基点。与此同时，华尔街隔夜抛售后，谨慎情绪挥之不去，疲软的数据重新引发了滞胀担忧，特朗普总统提议对药品和半导体征收高额关税。然而，他表示，在8月的最后期限之前，可能会延长与中国的贸易休战，并表示协议“非常接近”。在企业方面，黄金股领涨，在金价上涨的情况下上涨2.6%，达到两周高点，其中北方之星上涨3.4%，纽蒙特上涨2.2%。此外，权重金融股上涨0.8%，主要银行CBA领涨（1.3%）。对利率敏感的房地产股也上涨了0.7%。
The S&P/ASX 200 climbed 0.5% to above 8,810 on Wednesday, extending the prior session’s record close to a new all-time high, as growing expectations of domestic and global rate cuts continued to boost the index. Rising bets on a US Fed cut in September—now seen as a 94% chance—have lifted global risk appetite, while Australian swaps show markets are fully pricing in a quarter-point RBA cut next week. Meanwhile, caution lingered after an overnight Wall Street selloff, as weak data revived stagflation fears and President Trump proposed steep tariffs on pharmaceuticals and semiconductors. However, he signaled a possible trade truce extension with China ahead of the August deadline, saying a deal is “very close”. On the corporate side, gold stocks led the charge, up 2.6% to a two-week high amid higher bullion, with Northern Star jumping 3.4% and Newmont 2.2%. Additionally, heavyweight financials rose 0.8%, led by top lender CBA (1.3%). Rate-sensitive real estate stocks also advanced 0.7%.
