标准普尔/澳交所200指数周五早盘上涨0.5%,至8785点左右,弥补了前一交易日的一些损失,因为对国内货币政策的鸽派押注支撑了股市。8月就业报告疲软,就业人数意外下降,强化了今年晚些时候澳大利亚央行降息的预期。大多数分析师预计9月不会有变化,11月可能会下调,具体取决于10月公布的第三季度通胀数据。央行已表示将等待季度数据,认为月度数据不太可靠。市场也在等待下周的PMI数据来衡量该国的经济健康状况。与此同时,美联储今年首次降息25个基点,并表示在年底前再降息两次。在悉尼,科技股、能源股和医疗保健股领涨,如Xero(3.5%)、Santos(0.8%)和Telix Pharmaceuticals(8.5%)。本周,澳交所将迎来第三周下跌,部分原因是地缘政治风险和全球贸易紧张局势。
The S&P/ASX 200 rose 0.5% to around 8,785 on Friday morning trade, recouping some losses from the prior session as dovish bets on domestic monetary policy supported equities. A weaker August jobs report, with surprise drop in employment, reinforced expectations of an RBA rate cut later this year. Most analysts expect no change in September, with a possible cut in November depending on the Q3 inflation print due in October. The central bank has signaled it will wait for quarterly data, viewing monthly figures as less reliable. Markets also await next week’s PMI figures to gauge the country’s economic health. Meanwhile, the US Federal Reserve cut rates by 25bps, its first move this year, and indicated two more cuts before year-end. In Sydney, tech stocks, energy, and healthcare led the advance, such as Xero (3.5%), Santos (0.8%), and Telix Pharmaceuticals (8.5%). Over the week, the ASX is on track for its third weekly decline, partly due to geopolitical risks and global trade tensions.