澳大利亚GDP超过预期，澳元小幅走高。澳元周三反弹，处于积极区间。在欧洲市场，澳元/美元交易于0.6532，上涨0.19%。

Australian GDP Beats Estimate, Aussie Edges Higher.The Australian dollar has rebounded on Wednesday and is in postive territory. In the European session, AUD/USD is trading at 0.6532, up 0.19%.

周三，标准普尔/澳交所200指数下跌1.8%，收于8739点的四周低点，连续第四个交易日下跌，因为强劲的GDP数据缓和了澳大利亚储备银行进一步降息的押注。第二季度经济增长0.6%，高于0.5%的预测，并将年增长率提升至近两年来最快的1.8%，这主要得益于家庭支出，以及借贷成本降低和早期税收减免的支持。强劲的增长势头改变了政策前景，市场仍倾向于在11月降息25个基点。然而，对进一步宽松政策的预测已经下调，目前只考虑了不到两个完整的举措。此外，由于国债收益率上升和关税的不确定性抑制了市场情绪，华尔街的微弱领先对指数造成了压力。在企业方面，对利率敏感的金融股领跌，下跌2.7%，至8月18日以来的最低水平。科技股也暴跌3.8%，至三个多月低点，追随美国同行下跌。

The S&P/ASX 200 dropped 1.8% to finish at a four-week low of 8,739 on Wednesday, extending its losing streak to a fourth session, as stronger GDP data tempered bets of further rate cuts from the Reserve Bank of Australia. The economy expanded 0.6% in Q2, above forecasts of 0.5% and lifting annual growth to 1.8%, the fastest in nearly two years, driven largely by household spending, supported by lower borrowing costs and earlier tax relief. The stronger growth print shifted the policy outlook, with markets still leaning toward a quarter-point cut in November. However, forecasts for deeper easing have been pared back, with less than two full moves now priced in. Additionally, a weak lead from Wall Street pressured the index, as rising Treasury yields and tariff uncertainty dampened sentiment. On the corporate side, rate-sensitive financials led losses, falling 2.7% to their lowest since August 18. Tech stocks also plunged 3.8% to an over three-month low, tracking their US peers lower.

澳元上涨，2025年第二季度GDP增长0.6%。2025年第二季度，澳大利亚经济环比增长0.6%，超过了0.5%的增长预期，也出现了早期的升级。

AUD Popped Higher As Q2 2025 GDP Indicated Stronger 0.6% Growth.The Australian economy expanded 0.6% quarter-on-quarter in Q2 2025, surpassing expectations for a 0.5% growth figure and also seeing an upgrade for the earlier period.

澳大利亚10年期政府债券收益率升至4.42%，创下一个半月新高，因交易员对强于预期的GDP数据做出反应。第二季度经济同比增长1.8%，为近两年来最快增速，超过预期的1.6%，增速高于第一季度的1.3%。按季度计算，国内生产总值增长了0.6%，也高于预测的0.5%和上一季度的0.3%。增长主要由家庭消费推动，这表明国内需求具有弹性。这增强了人们对澳大利亚储备银行将在本月晚些时候的会议上保持现金利率不变的预期。到目前为止，央行对政策宽松采取了渐进和谨慎的态度，只在2月、5月和8月进行了削减。现在，人们的注意力转向了澳大利亚储备银行行长米歇尔·布洛克关于技术和央行未来的演讲，投资者将在演讲中寻找有关货币政策前景的任何线索。

Australia’s 10-year government bond yield rose to 4.42%, hitting a one-and-a-half-month high as traders reacted to stronger-than-expected GDP figures. The economy expanded by 1.8% year-on-year in the second quarter, the fastest pace in nearly two years, surpassing expectations of 1.6% and accelerating from 1.3% in the first quarter. On a quarterly basis, GDP rose by 0.6%, also ahead of the forecast 0.5% and the previous quarter’s 0.3% gain. Growth was driven primarily by household consumption, signaling resilience in domestic demand. This has reinforced expectations that the Reserve Bank of Australia will keep its cash rate unchanged at its meeting later this month. The central bank has so far adopted a gradual and cautious approach to policy easing, having only cut in February, May, and August. Attention now turns to RBA Governor Michele Bullock’s speech on technology and the future of central banking, where investors will be looking for any hints on the monetary policy outlook.