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.

澳元/日元跌破97.41上方A，澳元走强，日元走弱。澳元/日元本周延续涨势，飙升至97.41阻力位，并准备从4月低点86.03恢复更广泛的上涨趋势。这一举措是由澳元走强和日元疲软的强大组合推动的，将十字架推向了自今年早些时候以来从未见过的水平。

AUD/JPY eyes break A above 97.41 as Aussie strength, Yen weakness align.AUD/JPY extended its rally this week, surging toward the 97.41 resistance level and positioning to resume the broader uptrend from the April low of 86.03. The move has been driven by a powerful combination of Australian Dollar strength and Yen weakness, pushing the cross closer to levels not seen since earlier this year.

周三，澳元在上一交易日下跌0.5%后，几乎没有变化，跌至0.652美元左右，因为美元的强势抵消了乐观的国内GDP数据。在全球经济不确定性、贸易紧张局势加剧和地缘政治风险的背景下，美元保持坚挺，受到避险需求的支撑，而对主要经济体债务负担上升的担忧进一步支撑了对美元的兴趣。在国内方面，澳大利亚经济在第二季度增长了0.6%，超过了预期的0.5%，并从第一季度修正后的0.3%开始加速，标志着连续第15个季度增长。年度GDP也增长了1.8%，为2023年第三季度以来的最快增速，尽管投资者对前景仍持谨慎态度，市场互换显示，澳大利亚储备银行本月晚些时候保持利率稳定的可能性超过80%。在其他地方，中国代理澳元也得到了中国服务业数据走强的支撑，攀升至15个月来的最高点，表明该地区的需求具有弹性。

The Australian dollar was little changed to around $0.652 on Wednesday, after a 0.5% drop in the previous session, as strength in the US dollar offset upbeat domestic GDP data. The greenback held firm, supported by safe-haven demand amid global economic uncertainty, renewed trade tensions, and geopolitical risks, while concerns over rising debt burdens across major economies further supported appetite for the dollar. On the domestic front, Australia’s economy grew 0.6% in Q2, surpassing expectations of 0.5% and accelerating from a revised 0.3% in Q1, marking the 15th straight quarter of growth. Annual GDP also rose 1.8%, the fastest since Q3 2023, though investors remained cautious on the outlook, with market swaps showing over an 80% chance the Reserve Bank of Australia will hold rates steady later this month. Elsewhere, the China-proxy Aussie also found support from stronger Chinese services data, climbing to its highest in 15 months and pointing to resilient demand in the region.