周四,标准普尔/ASX 200指数上涨0.55%,收于8494点,在澳大利亚通胀降温的推动下,盘中创下历史新高。这引发了人们对澳大利亚储备银行可能很快开始降息的预期。包括西太平洋银行和澳大利亚国民银行在内的主要银行已经提出了对澳大利亚储备银行首次降息的预测,现在预测这可能会在2月而不是5月发生。尽管美联储决定暂停降息周期,同时承认通胀仍然“有所上升”,华尔街股市一夜之间大幅下跌,但澳大利亚股市也上涨了。消费、科技、金融和大宗商品相关股票领涨,麦格理集团(上涨1.4%)、贵族休闲(上涨3.7%)和South32(上涨2.1%)表现突出。然而,Zip Co和Appen在季度业绩令人失望后,分别下跌25.4%和4.6%,面临大幅下跌。
The S&P/ASX 200 Index rose 0.55% to close at 8,494 on Thursday, reaching fresh all-time highs during the session, driven by cooling inflation in Australia. This fueled expectations that the Reserve Bank of Australia may soon start cutting interest rates. Major banks, including Westpac and NAB, have brought forward their forecasts for the first RBA rate cut, now predicting it could happen in February rather than May. Australian shares also gained despite a sharp decline on Wall Street overnight, following the Federal Reserve’s decision to pause its rate-cutting cycle while acknowledging that inflation remains “somewhat elevated.” Consumer, technology, financial, and commodity-linked stocks led the rally, with notable performances from Macquarie Group (up 1.4%), Aristocrat Leisure (up 3.7%), and South32 (up 2.1%). However, Zip Co and Appen faced significant declines, falling 25.4% and 4.6%, respectively, after disappointing quarterly results.