新西兰基准标准普尔/NZX 50指数周四下跌0.2%，收于13154点，扭转了前一交易日的涨势。该指数跟随华尔街下跌，此前美联储主席杰罗姆·鲍威尔表示，美国股市“估值相当高”，人工智能巨头英伟达和甲骨文连续第二天面临压力。投资者现在正在等待今天晚些时候公布的美国第二季度国内生产总值的最终估计和周五公布的个人消费支出价格指数报告，以进一步指导美联储的政策前景。在国内，瑞典央行行长安娜·布雷曼被任命为新西兰储备银行新任行长，成为第一位担任该职位的女性。她将于12月1日开始她的五年任期。在企业方面，市场权重股斐雪派克（-4.0%）、Meridian Energy（-0.35%）、a2 Milk（-1.0%）和Spark NZ（-0.4%）均收跌。其他落后者包括创世纪能源公司（-0.85%）、萨默塞特集团（-0.8%）、Precinct Properties（-0.80%）、桑塔纳矿业公司（-1.1%）和Vista集团（-1.0%）。

New Zealand's benchmark S&P/NZX 50 index fell 0.2% to close at 13,154 on Thursday, reversing gains from the previous session. The index tracked Wall Street lower following comments from Federal Reserve Chair Jerome Powell that US stocks are “fairly highly valued,” with AI giants Nvidia and Oracle coming under pressure for a second day. Investors are now awaiting the final estimate of US second-quarter GDP due later today and the PCE price index report on Friday for further guidance on the Fed’s policy outlook. At home, Swedish central banker Anna Breman was appointed as the new RBNZ governor, becoming the first woman to hold the role. She will begin her five-year term on December 1. On the corporate front, market heavyweights Fisher & Paykel (-4.0%), Meridian Energy (-0.35%), a2 Milk (-1.0%), and Spark NZ (-0.4%) all finished lower. Among other laggards were Genesis Energy (-0.85%), Summerset Group (-0.8%), Precinct Properties (-0.8%), Santana Minerals (-1.1%), and Vista Group (-1.0%).

周四，新西兰元在隔夜下跌0.8%至一个月低点后稳定在0.581美元，此前几位美联储官员发表谨慎言论，减少了一些降息押注，美元反弹。投资者现在期待周五公布的个人消费支出价格指数，该指数可能会为美联储的下一步政策措施提供更多清晰度。在国内，一系列疲软的经济数据导致市场对新西兰储备银行的进一步宽松政策进行了定价。市场已完全消化了下个月会议上降息25个基点至2.75%的预期，有30%的可能性出现更大的0.5个百分点的跌幅。周三，瑞典央行行长安娜·布雷曼被任命为下一任新西兰储备银行行长，成为第一位担任该职位的女性。她将于12月1日开始她的五年任期。与此同时，新西兰元兑澳元汇率跌至三年低点，反映出两个澳大利亚国家之间政策前景的分歧。

The New Zealand dollar steadied at $0.581 on Thursday after sliding 0.8% overnight to a one-month low, as the US dollar rebounded following cautious remarks from several Federal Reserve officials that pared some rate-cut bets there. Investors now look ahead to Friday’s release of the PCE price index, which could provide more clarity on the Fed's next policy steps. Domestically, a run of weak economic data has led markets to price in deeper easing by the Reserve Bank of New Zealand. Markets are fully priced for a quarter-point cut to 2.75% at next month’s meeting, with a 30% chance of a larger half-point move. On Wednesday, Swedish central banker Anna Breman was named as the next RBNZ governor, becoming the first woman to hold the role. She will begin her five-year term on December 1. Meanwhile, the kiwi is testing a three-year low against the aussie, reflecting the diverging policy outlooks between the two Antipodean countries.

新西兰股市周四早盘微涨，徘徊在13189点附近，投资者寻求延续前一交易日的涨幅。政府任命瑞典经济学家安娜·布雷曼为即将上任的新西兰储备银行行长，自12月1日起生效，这增强了人们对更积极的货币政策的希望，而不是被动的。交易员还展望了未来几天将公布的9月份消费者信心和商业信心数据，此前8月份的数据有所不同——消费者士气跌至10个月低点，而商业信心则触及5个月高点。美联储主席杰罗姆·鲍威尔警告称，在应对持续的通货膨胀和劳动力市场脆弱性方面，“没有无风险的道路”，引发了华尔街隔夜下跌，从而缓和了涨幅。在本地，耐用消费品和运输表现优于其他行业，AFT Pharma（2.7%）、Winton Land（2.2%）、Seeka（1.6%）和Ryman Healthcare（1.5%）的显著举措有助于抵消更广泛的谨慎情绪。

New Zealand shares inched higher in early Thursday trade, hovering near 13,189 as investors sought to extend gains from the prior session. Sentiment was supported by the government’s appointment of Swedish economist Anna Breman as incoming RBNZ governor, effective December 1, fueling hopes for more proactive monetary policy, rather than being reactive. Traders also looked ahead to September data on consumer confidence and business sentiment, due in the coming days, after August’s split readings—consumer morale fell to a 10-month low while business sentiment hit a five-month high. Gains were tempered by Wall Street’s overnight decline, triggered by Fed Chair Jerome Powell’s warning of “no risk-free path” in tackling persistent inflation and labor market fragility. Locally, consumer durables and transport outperformed, with notable moves from AFT Pharma (2.7%), Winton Land (2.2%), Seeka (1.6%), and Ryman Healthcare (1.5%), helping offset broader caution.

新西兰基准标准普尔/NZX 50指数周三上涨0.3%，收于13181点，此前宣布了新的储备银行行长。财政部长尼古拉·威利斯任命安娜·布雷曼为新西兰皇家银行的下一任行长，首次任命一名女性担任该职位。布雷曼现任瑞典央行第一副行长，将于12月1日开始五年任期。该指数一夜之间摆脱了华尔街的微弱领先，美联储主席杰罗姆·鲍威尔周二表示，在上周降息后，美联储将谨慎行事，因为它试图平衡劳动力市场疲软和通货膨胀带来的风险。在企业方面，权重股斐雪派克（+1.1%）、Infratil（+1.1%%）、a2 Milk（+1.9%）和Spark NZ（+0.4%）均实现稳健增长。其他主要上涨股包括Vector（+1.8%）、萨默塞特集团（+0.9%）、新西兰航空（+0.85%）、渠道基础设施（+1.6%）和桑塔纳矿业（+2.7%）。

New Zealand's benchmark S&P/NZX 50 index advanced 0.3% to close at 13,181 on Wednesday, following the announcement of a new Reserve Bank chief. Finance Minister Nicola Willis named Anna Breman as the next governor of the RBNZ, appointing a woman to the role for the first time. Breman, currently First Deputy Governor of Sweden's Riksbank, will start a five-year term on December 1. The index shrugged off a weak lead from Wall Street overnight, where equities retreated after Federal Reserve Chair Jerome Powell on Tuesday signaled that the central bank would proceed cautiously following last week’s rate cut, as it seeks to balance the risks from a softening labor market with those from inflation. On the corporate front, heavyweights Fisher & Paykel (+1.1%), Infratil (+1.1%), a2 Milk (+1.9%), and Spark NZ (+0.4%) posted solid gains. Other key gainers included Vector (+1.8%), Summerset Group (+0.9%), Air New Zealand (+0.85%), Channel Infrastructure (+1.6%), and Santana Minerals (+2.7%).