周五，新西兰基准标准普尔/NZX 50指数下跌0.7%，收于12729点，连续第三天下跌，创下7月23日以来的最低水平，此前唐纳德·特朗普总统宣布对数十个国家征收更高的关税。新西兰受到15%基本关税率的特别打击，高于4月份宣布的10%，这引发了人们对该国出口导向型经济前景的担忧。在国内新闻方面，由于通胀预期上升，新西兰7月份的消费者信心下降。与此同时，投资者现在正在等待当天晚些时候的美国非农就业数据，以了解美联储利率走势的更多线索。健康科技股领跌，权重股斐雪派克和埃伯斯集团分别下跌2.2%和2.25%。建筑材料制造商Fletcher Building也下跌1.3%。房地产股也表现不佳。本周，新西兰元50指数下跌1%，连续第二周下跌。

New Zealand's benchmark S&P/NZX 50 index dropped 0.7% to close at 12,729 on Friday, extending losses for the third consecutive day to mark its lowest level since July 23, after President Donald Trump announced steeper tariffs against dozens of countries. New Zealand was specifically hit with a 15% base tariff rate, up from the 10% announced in April, raising concerns about the outlook for the country’s export-driven economy. In domestic news, consumer confidence in New Zealand dropped in July, amid expectations of rising inflation. Meanwhile, investors now await the US non-farm payrolls data later in the day for more clues on the Federal Reserve's rate path. Health technology stocks led the decline, with heavyweights Fisher & Paykel and Ebos Group shedding 2.2% and 2.25%, respectively. Construction materials maker Fletcher Building also lost 1.3%. Real estate stocks were also among the underperformers. For the week, the NZX 50 fell 1%, recording its second straight weekly loss.

周五，新西兰元跌至0.587美元，连续第七个交易日下跌，触及5月中旬以来的最低水平，此前美国对新西兰的关税从4月宣布的10%基准上调至15%。定于今天晚些时候生效的新关税率加剧了人们对新西兰出口导向型经济前景的担忧。在鹰派美联储和美国经济持续出现弹性迹象的推动下，美元普遍走强，这进一步增加了下行压力。投资者现在正在等待当天晚些时候美国非农就业数据的公布，以获得有关美联储利率走势的更多线索。在国内新闻方面，由于通胀预期上升，新西兰7月份的消费者信心下降。本周迄今为止，新西兰元下跌了2%以上。

The New Zealand dollar fell to $0.587 on Friday, marking its seventh consecutive session of losses and hitting its lowest level since mid-May, after US tariffs on the country were raised to 15% from the 10% baseline announced in April. The new tariff rate, set to take effect later today, has fueled concerns about the outlook for New Zealand’s export-driven economy. Adding further downward pressure is a broadly stronger US dollar, buoyed by a hawkish Federal Reserve and continued signs of resilience in the US economy. Investors are now awaiting the release of US non-farm payrolls data later in the day for more clues on the Fed's rate path. In domestic news, consumer confidence in New Zealand dropped in July, amid expectations of rising inflation. The kiwi is down more than 2% so far this week.

8月第一个交易日，新西兰股市下跌12点，跌幅0.1%，收于12811点，连续第三个交易日下跌。商业服务、金融和非能源矿产领跌。周三晚些时候，特朗普总统签署了一项行政命令，对选定的贸易伙伴征收新的关税，该命令于8月1日生效，美国期货价格下跌拖累了市场情绪。新西兰元50指数有望连续第二周下跌，迄今下跌约0.3%，有报道称，由于对第二季度潜在GDP和就业收缩的担忧，消费者信心减弱。在新西兰的主要贸易伙伴中国，7月份的服务业活动增长是八个月来最低的，而工厂产量连续第四个月下降。尽管如此，在通胀疲软的情况下，新西兰储备银行可能进一步放松政策的希望限制了损失。明显落后的包括萨默塞特集团（-1.4%）、殖民地汽车（-1.3%）和弗莱彻大厦（-1.0%）。

Stocks in New Zealand slipped 12 points, or 0.1%, to close at 12,811 on the first trading day of August, falling for a third consecutive session. Losses were led by commercial services, financials, and non-energy minerals. Sentiment was weighed down by a drop in U.S. futures after President Trump signed an executive order late Wednesday imposing new tariff rates on select trading partners, which took effect on August 1. The NZX 50 is on track for a second straight weekly loss, down about 0.3% so far, amid reports of weakening consumer sentiment driven by concerns over potential GDP and employment contractions in Q2. In China, New Zealand’s key trading partner, services activity in July grew the least in eight months, while factory output shrank for a fourth straight month. Still, losses were capped by hopes that the RBNZ may ease policy further amid subdued inflation. Notable laggards included Summerset Group (-1.4%), Colonial Motor (-1.3%), and Fletcher Building (-1.0%).

新西兰建筑许可2025年6月：-6.4%m/m（与之前的+10.3%相比）。新西兰建筑许可2025年6月：-6.4%m/m（与之前的+10.3%相比）。

New Zealand Building Consents June 2025: -6.4% m/m (vs. prior +10.3%).New Zealand Building Consents June 2025: -6.4% m/m (vs. prior +10.3%).