周五，标准普尔/ASX 200指数飙升0.8%，至8560点左右，创下历史新高，这得益于采矿和科技行业的强劲表现。澳大利亚股市也追随华尔街的涨势，芯片和人工智能股票继续从周一的抛售中复苏，这是由于对中国DeepSeek的担忧引发的，DeepSeek是西方人工智能领导者的新竞争对手。此外，国内通胀的缓解提振了当地股市，这加剧了人们对澳大利亚储备银行可能很快开始降息的预期。市场目前预计，在2月18日的央行会议上，现金利率下调25个基点至4.35%的可能性为95%。必和必拓集团（+1.6%）、Fortescue（+1%）、Northern Star Resources（+3.1%）、Zip Co（+3.1%.）和Appen（+8.4%.）在采矿和技术领域取得了显著进展。

The S&P/ASX 200 Index surged 0.8% to around 8,560 on Friday, reaching new all-time highs, driven by strong performances in the mining and technology sectors. Australian stocks also tracked gains on Wall Street, where chip and AI stocks continued to recover from Monday’s selloff triggered by concerns over China’s DeepSeek, a new competitor to Western AI leaders. Additionally, local equities were bolstered by easing domestic inflation, which has fueled expectations that the Reserve Bank of Australia may soon begin cutting interest rates. Markets are currently pricing in a 95% likelihood of a 25 basis point reduction in the cash rate to 4.35% at the central bank’s meeting on February 18. Notable gains in the mining and technology sectors were seen in BHP Group (+1.6%), Fortescue (+1%), Northern Star Resources (+3.1%), Zip Co (+3.1%), and Appen (+8.4%).

2024年12月，澳大利亚私营部门信贷环比增长0.6%，与前三个月的增长率持平，保持了自6月以来的最高水平。这一结果超过了市场预期的0.5%的增长，这得益于住房信贷（0.5%）和商业信贷（0.8%）的稳定增长。此外，个人信贷增长0.5%，扭转了此前0.2%的下降趋势。截至12月的一年里，私营部门信贷激增6.5%，是自2023年4月以来的最快增速，此前11月增长了6.3%。

Private sector credit in Australia increased by 0.6% month-over-month in December 2024, matching the growth rate of the previous three months and maintaining its highest level since June. This result exceeded market expectations of a 0.5% growth, driven by stable rises in both housing credit (0.5%) and business credit (0.8%). Additionally, personal credit expanded by 0.5%, reversing a prior 0.2% decline. Through the year to December, private sector credit surged by 6.5%, the fastest pace since April 2023, following a 6.3% rise in November.

在特朗普对中国的关税威胁下，澳元继续下跌。周五，澳元（AUD）对美元（USD）连续第五天下跌。由于美国总统唐纳德·特朗普对中国的关税威胁，澳元/美元对贬值。

Australian Dollar continues to lose ground amid Trump tariff threats on China.The Australian Dollar (AUD) extends its losing streak against the US Dollar (USD) for the fifth consecutive day on Friday. The AUD/USD pair depreciates due to tariff threats from US President Donald Trump against China.

2024年第四季度，澳大利亚最终需求生产者价格指数环比上涨0.8%，低于市场预期的1.0%，这是第三季度向上修正的数字，标志着自2023年第二季度以来的最低涨幅。尽管如此，这标志着生产者通胀连续第18个季度出现，主要受关键行业增长的推动。值得注意的是，受租金上涨相关费用的推动，房地产运营商的房价上涨了1.5%，而由于对暑假住宿的强劲季节性需求，住宿价格飙升了8.3%。抵消这些涨幅，炼油和燃料制造价格下跌6.3%，反映出随着全球油价持续回落，精炼燃料价格下跌。按年度计算，生产者价格指数上涨3.7%，为三年来最慢增速，低于第三季度的3.9%。

Australia's final demand producer price index rose 0.8% quarter-on-quarter in Q4 2024, missing market expectations of 1.0%, which had been an upwardly revised figure for Q3, and marking the softest increase since Q2 2023. Still, it marked the 18th consecutive quarter of producer inflation, driven primarily by gains in key sectors. Notably, property operators saw a 1.5% rise, boosted by fees linked to higher rents, while accommodation prices surged 8.3% due to strong seasonal demand for summer holiday stays. Offsetting these gains, petroleum refining and fuel manufacturing prices fell 6.3%, reflecting lower refined fuel prices as global oil prices continued to ease. On an annual basis, producer prices rose 3.7%, the slowest pace in three years, down from 3.9% in Q3.