新西兰基准标准普尔/NZX 50指数周四上涨0.6%，收于12665点，结束了连续三天的下跌，投资者消化了国内GDP数据。数据显示，新西兰经济在第二季度收缩了0.2%，好于新西兰储备银行对0.5%下降的预测和分析师对0.4%下降的预期，此前第一季度修正后增长了0.1%。正如预期的那样，年度GDP下降了0.5%。GDP结果只是证实了经济的疲软，导致市场认为新西兰储备银行10月份降息25个基点的可能性为100%。与此同时，由于通胀放缓和劳动力市场疲软的迹象，美联储四年多来首次降息。大多数大盘股收盘走高，Infratil（1.9%）、Mercury NZ（1%）、Ebos Group（2.9%）、Contact Energy（1.2%）和Spark NZ（1.1%）涨幅显著。

New Zealand's benchmark S&P/NZX 50 index rose 0.6% to close at 12,665 on Thursday, snapping three straight days of decline as investors digested domestic GDP figures. Data showed that New Zealand's economy contracted 0.2% in the second quarter, better than RBNZ’s forecasts of a 0.5% fall and analysts' expectations of a 0.4% dip, following a revised 0.1% rise in the first quarter. Annual GDP fell 0.5%, as expected. The GDP results merely confirmed the weakness of the economy, leading the market to price in a 100% chance of a quarter-point rate cut from the Reserve Bank of New Zealand in October. Meanwhile, the US Federal Reserve cut interest rates for the first time in more than four years amid signs of moderating inflation and a weakening labor market. Most large-cap stocks finished higher, with notable gains from Infratil (1.9%), Mercury NZ (1%), Ebos Group (2.9%), Contact Energy (1.2%), and Spark NZ (1.1%).

新西兰元跌至0.619美元左右，投资者对数据显示新西兰经济在第二季度收缩做出反应。周四的数据显示，6月季度国内生产总值下降0.2%，好于新西兰储备银行对0.5%下降的预测和分析师对0.4%收缩的预期，此前第一季度增长了0.1%。按年度计算，国内生产总值下降了0.5%，这与市场预期相符。目前，市场已经完全消化了10月份再次降息25个基点的预期，降息50个基点的可能性为28%。周三，新西兰元飙升至0.626美元，此前美联储意外降息50个基点，这是自2020年3月以来的首次降息。然而，美联储主席杰罗姆·鲍威尔在新闻发布会上表示，美联储对降息路径的预测并不意味着需要采取紧急措施。

The New Zealand dollar eased to around $0.619 as investors reacted to data showing that New Zealand’s economy contracted in the second quarter. Data on Thursday showed GDP fell 0.2% in the June quarter, better than RBNZ’s forecasts of a 0.5% dip and analysts' expectations of a 0.4% contraction, following a 0.1% rise in the first quarter. On an annual basis, GDP shrank 0.5%, which was in line with market expectations. Currently, markets have fully priced in another quarter-point cut in October, with a 28% chance of a 50-basis-point cut. On Wednesday, the Kiwi jumped as high as $0.626 after the Federal Reserve slashed interest rates by an unexpected 50 basis points, marking its first cut since March 2020. However, Fed Chair Jerome Powell indicated during a press conference that the central bank forecasts for the path of interest rate cuts don't imply an urgent process.

2024年第二季度，新西兰经济较去年同期收缩0.5%，符合预期，此前一季度增长了0.5%。第一产业（-1.5%，而第一季度为+0.1%）和商品生产行业（-3.3%，而第二季度为-3.1%）的产出有所下降。相比之下，服务业（+0.4%对+1.3%）略有扩张。继上一季度下降0.1%之后，季度GDP下降了0.4%。

New Zealand's economy contracted by 0.5% from a year earlier in the second quarter of 2024, in line with expectations, after expanding by 0.5% in the previous period. decreased output was observed in primary industries (-1.5% compared to +0.1% in Q1) and goods-producing industries (-3.3% compared to -3.1%). In contrast, the service industries (+0.4% compared to +1.3%) slightly expanded. Quarterly GDP shrank by 0.4%, following a 0.1% decline in the previous quarter.

周四上午的交易中，新西兰股市上涨18点，涨幅0.2%，至12605点，结束了前三个交易日的下跌，同时试图从前一天美联储降息50个基点后的两周最低水平回升。官方数据显示，由于零售活动、农业和批发贸易的减少，新西兰第二季度的国内生产总值在第一季度下调0.1%后，第二季度环比收缩0.2%，好于市场预测的0.4%的跌幅，交易员评估了新的经济数据。然而，交易员预计，在上个月将1年期贷款最优惠利率保持在3.35%之后，中国将于周五确定9月份的基准贷款利率。工业、房地产、公用事业和消费必需品主要上涨，受奥克兰国际机场（0.7%）、陶朗加港（0.7%），Mainfreight（0.5%）、Gentrack Group（0.5%）和Mercury NZ（1.2%）上涨的支撑，

Shares in New Zealand rose 18 points or 0.2% to 12,605 on Thursday morning deals, halting losses from the prior three sessions while trying to emerge from its lowest in two weeks notched the day before, after the Fed rate cuts by 50 bps. Traders assessed the fresh economic data after the official data showed New Zealand's GDP contracted by 0.2% qoq in Q2, after a downwardly revised  0.1% in Q1, better than market estimates of a 0.4% fall, due to lower retail activity, agriculture, and wholesale trade. However, traders anticipated China's September fixing of benchmark lending rates on Friday, after keeping its 1-year loan prime rates at 3.35% in the previous month. Industrials, real estate, utilities, and consumer staples were mainly higher, supported by gains from Auckland International Airport (0.7%), Port of Tauranga (0.7%), Mainfreight (0.5%), Gentrack Group (0.5%), and Mercury NZ (1.2%),