木 (Lumber) 加自选

周四，标准普尔/多伦多证交所综合指数上涨1.2%，收于23866点，创下新高，与美联储大幅降息后的全球积极情绪一致。此举提振了人们对潜在软着陆的乐观情绪，使金融和大宗商品生产部门都受益。道明银行、丰业银行、蒙特利尔银行和宏利等主要金融机构领涨，涨幅在0.8%至2.4%之间，而布鲁克菲尔德银行飙升4.2%。在能源板块，森科尔（1.5%）、帝国石油（2.3%）、加拿大天然气公司（2.4%）和Cenovus（3.2%）等与石油挂钩的股票在油价上涨的推动下上涨。矿业股也出现反弹，Wheaton Precious、Teck Resources和Franco Nevada分别上涨1%、3.1%和1.4%，而艾芬豪矿业在强劲的金属需求前景下飙升6.5%。此外，信用敏感型Shopify飙升4.1%，其次是Constellation Software，上涨3.3%。

The S&P/TSX Composite Index rose 1.2% to close at 23,866 on Thursday, marking a new record high aligning with positive global sentiment following the US Federal Reserve's significant interest rate cut. The move fueled optimism for a potential soft landing, benefiting both financial and commodity-producing sectors. Leading gains were major financial institutions like TD Bank, Scotiabank, BMO, and Manulife, which climbed between 0.8% and 2.4%, while Brookfiled surged 4.2%. In the energy sector, oil-linked equities such as Suncor (1.5%), Imperial Oil (2.3%), Canadian Natural (2.4%), and Cenovus (3.2%) advanced, bolstered by rising oil prices. Mining stocks also rallied, with Wheaton Precious, Teck Resources, and Franco-Nevada gaining 1%, 3.1%, and 1.4%, respectively, while Ivanhoe Mines soared 6.5% amid strong metal demand prospects. Additionally, credit-sensitive Shopify surged 4.1%, followed by Constellation Software adding 3.3%.

标准普尔/多伦多证交所综合指数周四上涨0.8%，收于23780点以上，创下历史新高，因为美联储大幅降息后，该指数利用了全球积极情绪。此举引发了人们对经济潜在软着陆的乐观情绪，使金融和大宗商品生产部门都受益。道明银行、布鲁克菲尔德、丰业银行、蒙特利尔银行和宏利等主要金融机构领涨，涨幅从1%到1.7%不等。在能源领域，受油价上涨的推动，森科尔（1.2%）、帝国石油（1.7%）、加拿大天然气公司（2.2%）和Cenovus（1.9%）等与石油挂钩的股票也大幅上涨。与此同时，Wheaton Precious、Teck Resources和Franco Nevada等主要矿业股分别上涨0.9%、2.7%和1.1%，而艾芬豪矿业在金属大宗商品需求前景乐观的背景下飙升超过6.5%。此外，信用敏感型电子商务巨头Shopify上涨2.7%。

The S&P/TSX Composite Index climbed 0.8% to above the 23,780 level on Thursday, reaching a new record high as it capitalized on positive global sentiment following the US Federal Reserve's outsized interest rate reduction. This move spurred optimism about a potential soft landing for the economy, benefiting both financial and commodity producing sectors. Major financial institutions including TD Bank, Brookfield, Scotiabank, BMO, and Manulife led the charge, with gains ranging from 1% to 1.7%. In the energy sector, oil-linked equities such as Suncor (1.2%), Imperial Oil (1.7%), Canadian Natural (2.2%), and Cenovus (1.9%) also experienced significant increases, buoyed by rising oil prices. Meanwhile, key mining stocks like Wheaton Precious, Teck Resources, and Franco-Nevada rose by 0.9%, 2.7%, and 1.1%, respectively, while Ivanhoe Mines soared over 6.5% on the back of a positive demand outlook for metal commodities. Additionally, credit-sensitive e-commerce giant Shopify gained 2.7%.

新西兰基准标准普尔/NZX 50指数周四上涨0.6%，收于12665点，结束了连续三天的下跌，投资者消化了国内GDP数据。数据显示，新西兰经济在第二季度收缩了0.2%，好于新西兰储备银行对0.5%下降的预测和分析师对0.4%下降的预期，此前第一季度修正后增长了0.1%。正如预期的那样，年度GDP下降了0.5%。GDP结果只是证实了经济的疲软，导致市场认为新西兰储备银行10月份降息25个基点的可能性为100%。与此同时，由于通胀放缓和劳动力市场疲软的迹象，美联储四年多来首次降息。大多数大盘股收盘走高，Infratil（1.9%）、Mercury NZ（1%）、Ebos Group（2.9%）、Contact Energy（1.2%）和Spark NZ（1.1%）涨幅显著。

New Zealand's benchmark S&P/NZX 50 index rose 0.6% to close at 12,665 on Thursday, snapping three straight days of decline as investors digested domestic GDP figures. Data showed that New Zealand's economy contracted 0.2% in the second quarter, better than RBNZ’s forecasts of a 0.5% fall and analysts' expectations of a 0.4% dip, following a revised 0.1% rise in the first quarter. Annual GDP fell 0.5%, as expected. The GDP results merely confirmed the weakness of the economy, leading the market to price in a 100% chance of a quarter-point rate cut from the Reserve Bank of New Zealand in October. Meanwhile, the US Federal Reserve cut interest rates for the first time in more than four years amid signs of moderating inflation and a weakening labor market. Most large-cap stocks finished higher, with notable gains from Infratil (1.9%), Mercury NZ (1%), Ebos Group (2.9%), Contact Energy (1.2%), and Spark NZ (1.1%).

新西兰元跌至0.619美元左右，投资者对数据显示新西兰经济在第二季度收缩做出反应。周四的数据显示，6月季度国内生产总值下降0.2%，好于新西兰储备银行对0.5%下降的预测和分析师对0.4%收缩的预期，此前第一季度增长了0.1%。按年度计算，国内生产总值下降了0.5%，这与市场预期相符。目前，市场已经完全消化了10月份再次降息25个基点的预期，降息50个基点的可能性为28%。周三，新西兰元飙升至0.626美元，此前美联储意外降息50个基点，这是自2020年3月以来的首次降息。然而，美联储主席杰罗姆·鲍威尔在新闻发布会上表示，美联储对降息路径的预测并不意味着需要采取紧急措施。

The New Zealand dollar eased to around $0.619 as investors reacted to data showing that New Zealand’s economy contracted in the second quarter. Data on Thursday showed GDP fell 0.2% in the June quarter, better than RBNZ’s forecasts of a 0.5% dip and analysts' expectations of a 0.4% contraction, following a 0.1% rise in the first quarter. On an annual basis, GDP shrank 0.5%, which was in line with market expectations. Currently, markets have fully priced in another quarter-point cut in October, with a 28% chance of a 50-basis-point cut. On Wednesday, the Kiwi jumped as high as $0.626 after the Federal Reserve slashed interest rates by an unexpected 50 basis points, marking its first cut since March 2020. However, Fed Chair Jerome Powell indicated during a press conference that the central bank forecasts for the path of interest rate cuts don't imply an urgent process.