澳元/纽币 (AUDNZD) 加自选

新西兰基准标准普尔/NZX 50指数周五收于13025点，下跌0.3%，为过去四周的第三周跌幅。当地市场未能跟踪华尔街前一天的积极表现，这主要是由于唐纳德·特朗普总统呼吁降低利率和油价。在企业方面，市场领导者斐雪派克下跌2.4%，抹去了前一交易日的大部分涨幅。此外，基础设施投资者Infratil和电信提供商Spark NZ分别下跌0.7%和1.5%。其他显著下跌的股票包括Vector（-3%）、Ryman Healthcare（-1.1%）、Kiwi Property（-1.6%）和Property for Industry（-1.4%）。NZX-50本周下跌0.8%，2025年迄今下跌0.7%。

New Zealand's benchmark S&P/NZX 50 index closed 0.3% lower at 13,025 on Friday, marking its third weekly loss in the past four weeks. The local market failed to track Wall Street’s positive performance from the previous day, which was largely driven by President Donald Trump’s calls for reduced interest rates and lower oil prices. On the corporate front, market leader Fisher & Paykel shed 2.4%, erasing most of its gains from the prior session. Additionally, infrastructure investor Infratil and telecommunications provider Spark NZ lost 0.7% and 1.5%, respectively. Other notable decliners included Vector (-3%), Ryman Healthcare (-1.1%), Kiwi Property (-1.6%), and Property for Industry (-1.4%). The NZX-50 fell 0.8% for the week and is down 0.7% so far in 2025.

澳大利亚10年期政府债券收益率降至4.51%左右，反映出美国总统唐纳德·特朗普敦促美联储降低利率后，美国债券收益率略有下降。投资者也在寻求进一步明确特朗普的关税计划，因为他备受期待的关税公告在就职典礼后未能实现。在澳大利亚，交易员仍在押注储备银行将在2月份的会议上将4.35%的现金利率下调25个基点。市场注意力现在转向下周公布的第四季度通胀数据，这将为澳大利亚储备银行的货币政策立场提供更多线索。潜在通胀的降温将巩固人们对央行下个月降息的预期。在经济新闻方面，澳大利亚1月份的商业活动略有上升（50.3比12月的50.2），因为服务业活动继续增长，尽管速度较慢，而制造业接近稳定。

Australia’s 10-year government bond yield fell to around 4.51%, mirroring a slight dip in U.S. bond yields after remarks from President Donald Trump urging the Federal Reserve to lower interest rates. Investors are also seeking further clarity on Trump’s tariff plans, as his widely anticipated tariff announcements failed to materialize following his inauguration. In Australia, traders are still wagering the Reserve Bank will cut its 4.35% cash rate by 25bps at its meeting in February. Market attention is now turning to the fourth-quarter inflation data due next week that would provide more clues on the RBA’s monetary policy stance. A cooling in underlying inflation would cement expectations for the central bank to cut rates next month. In economic news, Australia’s business activity rose marginally in January (50.3 vs 50.2 in December), as services activity continued to rise, albeit at a slower pace, while the manufacturing sector nears stabilization.

新西兰元周五升值至0.57美元，延续了前一交易日的反弹，达到五周来的最高水平。在唐纳德·特朗普总统要求美联储在不明确关税的情况下降息后，美元走弱推动了反弹。此外，特朗普建议对针对中国的关税采取更温和的立场，由于新西兰与亚洲巨人的紧密贸易关系，这提振了新西兰元。此外，新西兰的新刺激措施也支撑了货币。总理克里斯托弗·卢克森周四宣布，该国将放宽外国投资法规，以吸引国际资本，促进当地经济发展。本周，新西兰元上涨了2%以上，连续第二周上涨，创下去年8月以来的最佳单周表现。

The New Zealand dollar appreciated to $0.57 on Friday, extending its rebound from the previous session to reached its highest level in five weeks. The rally was driven by a weaker U.S. dollar following comments from President Donald Trump demanding that the Federal Reserve cut interest rates while providing no clarity on tariffs. Additionally, Trump suggested a softer stance on tariffs against China, which boosted the Kiwi dollar due to New Zealand's strong trade ties with the Asian giant. Moreover, new stimulus measures from New Zealand also supported the currency. Prime Minister Christopher Luxon on Thursday announced that the country will ease foreign investment regulations to attract international capital and boost the local economy. For the week, the Kiwi dollar has risen more than 2%, heading for its second consecutive week of gains and its best weekly performance since August last year.

周五，澳元上涨至0.63美元以上，创下五周新高。此前，美国总统唐纳德·特朗普在与习近平主席交谈后表示，他更倾向于与中国达成贸易协议，而不是征收关税。鉴于澳大利亚和中国之间密切的经济联系，中国经济的发展受到密切关注，因为它们可能对澳大利亚市场产生重大影响。特朗普还呼吁美联储降低利率。在国内，数据显示，1月份澳大利亚的商业活动仍处于扩张性区域，服务业活动增长，制造业活动稳定。交易员现在关注的是下周的季度通胀报告，这可能会增强对澳大利亚储备银行2月份降息的预期。

The Australian dollar rose above $0.63 on Friday, hitting a five-week high after US President Donald Trump signaled his preference for a trade deal with China over imposing tariffs, following a conversation with President Xi Jinping. Given the close economic ties between Australia and China, developments in China’s economy are closely watched as they can have a significant impact on Australian markets. Trump also called on the US Federal Reserve to lower interest rates. Domestically, data showed that business activity in Australia remained in expansionary territory in January, with services activity growing and manufacturing activity stabilizing. Traders are now focused on next week’s quarterly inflation report, which could strengthen expectations for a February interest rate cut by the Reserve Bank of Australia.