木 (Lumber) 加自选

标准普尔/多伦多证交所综合指数上涨0.4%，收于24846点，圣诞节和节礼日假期前交易时段缩短。尽管医疗保健行业因Tilray Brands股价下跌1.7%而落后，但大多数行业都以积极态势收盘。能源生产商和银行股领涨，森科尔、帝国石油和加拿大自然公司股价下跌0.5%至0.8%。布鲁克菲尔德和道明银行分别上涨0.4%和0.8%。尽管最近面临政治不确定性和获利回吐等挑战，但加拿大强劲的经济基本面有助于支撑市场表现。该指数有望在年底实现超过18%的稳健增长。

The S&P/TSX Composite Index rose 0.4% to close at 24,846 on a shortened trading session ahead of the Christmas and Boxing Day holidays. Most sectors finished in positive territory, although healthcare lagged due to a 1.7% drop in Tilray Brands' shares. Energy producers and bank stocks led the gains, with Suncor, Imperial Oil, and Canadian Natural seeing declines between 0.5% and 0.8%. Brookfield and TD Bank rose 0.4% and 0.8% respectively. Despite recent challenges, including political uncertainty and profit-taking, Canada's strong economic fundamentals have helped support market performance. The index is on track to end the year with a solid gain of over 18%.

标准普尔/多伦多证交所综合指数跌破24695点，因投资者在圣诞节和节礼日假期前缩短的交易时段保持谨慎。除医疗保健行业表现出韧性外，所有行业均出现亏损。能源生产商和银行股是最大的拖累因素，森科尔、帝国石油、加拿大天然气和Cenovus下跌0.1%至0.4%。同样，加拿大皇家银行、布鲁克菲尔德银行和道明银行也出现了相同幅度的下跌。与黄金挂钩的股票表现较好，Agnico Eagle（-0.6%）、Barrick Gold（-0.4%）和Franco-Nevada（-0.4%。加拿大市场近期面临政治不确定性和获利回吐的压力，但强劲的潜在经济基本面支撑了其表现。尽管波动较大，但该指数有望在年底以超过18%的强劲涨幅收盘。

The S&P/TSX Composite Index slipped below 24,695 as investors remained cautious during a shortened trading session ahead of the Christmas and Boxing Day holidays. All sectors were in the red, except for healthcare, which showed resilience. Energy producers and bank shares were the biggest drags, with Suncor, Imperial Oil, Canadian Natural, and Cenovus falling between 0.1% and 0.4%. Similarly, RBC, Brookfield, and TD Bank saw declines in the same range. Gold-linked stocks fared better, with Agnico Eagle (-0.6%), Barrick Gold (-0.4%), and Franco-Nevada (-0.4%) reflecting softer gold prices. The Canadian market has faced recent pressure from political uncertainty and profit-taking, but strong underlying economic fundamentals have supported its performance. Despite the volatility, the index is on track to close the year with a robust gain of over 18%.

周二，新西兰元在0.565美元左右仍然疲软，在假日周交易清淡。新西兰元相对保持在两年低点附近，受到新西兰储备银行进一步宽松货币政策预期的压力。上周，新西兰经济在上一季度修正后下降1.1%后，在9月份季度环比收缩了1%。这比市场预期的0.4%的收缩更糟糕，正式将该国推入衰退。出乎意料的疲软经济数据导致投资者完全消化了新西兰联储2月份降息50个基点的影响。周一，在有利的通胀数据支持了美联储进一步降息的预期后，美元小幅宽松短暂支撑了人民币汇率。

The New Zealand dollar remained weak around $0.565 on Tuesday, trading thinly amid the holiday week. The Kiwi dollar stayed relatively near a two-year low, pressured by expectations of further monetary easing from the Reserve Bank of New Zealand. Last week, New Zealand's economy contracted by 1% quarter-on-quarter in the September quarter, following a revised 1.1% decline in the previous period. This was worse than the market's expected 0.4% contraction, officially pushing the country into recession. The unexpectedly weak economic data has led investors to fully price in a 50 basis point rate cut by the RBNZ in February. On Monday, the currency briefly found support from a slight easing in the US dollar, after favorable inflation data supported expectations for more rate cuts by the Federal Reserve.

周二，新西兰元50指数上涨87点，涨幅0.7%，收于13075点，从早盘交易的低迷中复苏，第三个交易日收于绿色。尽管由于即将到来的假期，交易日缩短，但市场仍创下12月初以来的最高水平。周一，华尔街的积极领先最终提振了交易员，消除了人们对美国消费者情绪意外下降的担忧，这是三个月来的首次下降。投资者还希望，2024年第三季度新西兰的经济衰退将导致央行在2月份的会议上进一步下调利率。11月，董事会将利率下调50个基点至4.25%，这是今年第三次降息。医疗保健、房地产和公用事业领涨，Ryman Healthcare（3.5%）、新西兰南港（2.8%）、新西兰水星（1.7%）和斐雪派克医疗保健（1.5%）大幅上涨。市场将于周三和周四因圣诞假期休市。

The NZX 50 rose 87 points or 0.7% to close at 13,075 on Tuesday, recovering from subdued activity in early trading to end in the green for the third session. Markets notched their highest level since early December despite a shortened trading day due to the upcoming holiday. Traders eventually were buoyed by a positive lead from Wall Street Monday, dismissing concerns from the unexpected dip in US consumer mood, which marked its first decline in three months. Investors were also hopeful that the economic recession in New Zealand during Q3 of 2024 would lead the central bank to further trim interest rates in its February meeting. In November, the board reduced interest rates by 50bps to 4.25%, marking the third cut this year. Healthcare, real estate, and utilities led the gains, with significant gains from Ryman Healthcare (3.5%), South Port NZ (2.8%), Mercury NZ (1.7%), and Fisher & Paykel Healthcare (1.5%). The market will be closed on Wednesday and Thursday for the Christmas break.