人民币/港币 (CNYHKD) 加自选

在截至2024年8月的三个月内，香港经季节性调整的失业率为3%，与前五个时期持平。失业人数比上月增加4.5万人，达到12.23万人，而就业人数减少1万人，至370.8万人。与此同时，衡量20至29岁求职者的青年失业率从上个月的5.7%飙升至6.5%。劳动力参与率保持在57.2%不变。

Hong Kong’s seasonal adjusted unemployment rate stood at 3% in the three months ending August 2024, unchanged from the previous five periods. The number of unemployed persons rose by 4.5 thousand from a month earlier to 122.3 thousand, while employment decreased by 0.1 thousand to 3.708 million. Meanwhile, the youth unemployment rate, measuring job-seekers between 20 to 29 years old, soared to 6.5% from 5.7% in the preceding month. The labor force participation rate remained unchanged at 57.2%.

周四，恒生指数飙升357点，涨幅2.0%，收于两个月高点18017点，连续第五个交易日上涨。此前，美联储周三将利率下调50个基点，并计划在未来几个月进一步降息以提振经济和防止失业率上升，导致美国期货强劲反弹。在本地，鉴于香港的货币政策与美国同步，金管局将基准利率下调了与美联储相同的幅度。这一决定无疑为香港的消费者和企业提供了救济。在中国股市进一步上涨后，由于美国开始放松政策，北京方面有了更多空间来刺激疲软的经济，中国股市普遍稳步上涨。领头羊腾讯控股公司股价上涨2.3%，达到九周高点。华润置地股价飙升7.3%，创下自3月中旬以来的最佳单日表现。其他涨幅居前的是香港交易所（5.5%）、力汽车（5.2%）、美团（4.0%）和半导体制造（1.9%）。

The Hang Seng surged 357 points, or 2.0% to finish at a two-month high of 18,017 on Thursday, rising for the fifth straight session following a strong rally in US futures after the Fed cut interest rates by 50bps Wednesday and planned to lower them further in the coming months to bolster the economy and prevent rising unemployment. Locally, the HKMA reduced its base rate by the same size as the Fed did, given that monetary policy in the city moves in lockstep with the US. The decision surely provides relief for the city’s consumers and businesses. Solid gains were broad-based after Chinese stocks gained further, as the start of policy easing in the US gave Beijing more room to stimulate a weak economy. Bellwether Tencent Holdings jumped 2.3% to nine-week highs. China Resources Land soared 7.3%, posting its best day since mid-March. Other top movers among big caps were Hong Kong Exchanges & Clearing (5.5%), Li Auto (5.2%), Meituan (4.0%), and Semiconductor Manufacturing (1.9%).

离岸人民币兑美元汇率在早盘短暂回落后，升至7.06左右，达到2023年5月以来的最高水平。尽管人们预计中国央行即将降息，但随着美联储决定将基准利率大幅下调50个基点至4.75%-5%，全球风险情绪有所改善，这一回升还是发生了。因此，这一政策举措为中国人民银行在不严重影响货币的情况下进一步放松货币政策提供了一些喘息的空间。现在，人们的注意力转向了中国央行将于明天公布的1年期和5年期贷款最优惠利率的决定，这将为中国是否会继续降息提供见解。与此同时，中国央行周三通过七天反向回购注入5682亿元人民币，以提高流动性。该行还计划在9月25日展期MLF贷款，推迟货币政策改革的变化，使短期利率成为更具影响力的市场动态指南。

The offshore yuan strengthened to around 7.06 per dollar, reaching its highest level since May 2023, after a brief retreat in the earlier session. This upturn occurred despite expectations of the PBoC's imminent interest rate cut, as global risk sentiment improved following the Fed's decision to cut its benchmark interest rate by a significant 50bps to 4.75%–5%. Consequently, this policy move provided some breathing room for the PBoC to further ease monetary policy without heavily impacting the currency. Attention now turns to the PBoC’s decisions on the 1-year and 5-year loan prime rates, due tomorrow, which will offer insights into whether China will follow through on rate cuts. Meanwhile, China's central bank injected CN¥568.2 billion through seven-day reverse repos on Wednesday to boost liquidity. The bank also plans to roll over MLF loans on September 25, delaying changes amid a monetary policy overhaul to make short-term rates a more influential guide for market dynamics.

在中国，上海综合指数周四上涨19点，涨幅0.71%。涨幅最大的是中国钼业（6.53%）、中国铝业（5.62%）和海尔智能家居（3.60%）。跌幅最大的是中石油（-2.48%）、中航沈阳飞机（-2.42%）和中煤（-2.07%）。

In China, the Shangai Composite Index rose 19 points or 0.71 percent on Thursday. Leading the gains are China Molybdenum (6.53%), Aluminum Corporation of China (5.62%) and Haier Smart Home (3.60%). Top losers were Petrochina (-2.48%), Avic Shenyang Aircraft (-2.42%) and China Coal (-2.07%).