澳大利亚20年期国债 (Australia20Y) 加自选

2024年10月，澳大利亚的商品出口较上月增长3.6%，达到421.5亿澳元，与上月修正后的4.7%的下滑有所不同。非农村商品销售额增长1.3%，达到330亿澳元，主要受金属矿石和矿物（0.5%）、其他矿物燃料（15.4%）、金属（1.1%）、其他制造商（0.3%）和机械（8.9%）的推动，煤炭、焦炭和煤球（-6.9%）、其他非农村商品（-17.0%）和运输设备（-3.7%）的销售额下降。此外，非货币黄金出口激增43.8%，达到35.1亿澳元。相比之下，农村商品的出货量下降了0.5%，至56.1亿澳元，其中谷物和谷物制品（-1.4%）和其他农村商品（-4.7%）的出货量有所下降，但肉类和肉类制品（3.9%）以及羊毛和羊皮（14.5%）的发货量有所上升。在最初的基础上，出口到印度（6.3%）和日本（1.1%）的货物攀升，而澳大利亚最大的贸易伙伴中国（-0.9%）的货物则有所下降。

Exports of goods from Australia grew by 3.6% from a month earlier to AUD 42.15 billion in October 2024, shifting from a revised 4.7% slump in the previous month. Sales of non-rural goods rose by 1.3% to AUD 33.0 billion, largely driven by metal ores and minerals (0.5%), other mineral fuels (15.4%), metals (1.1%), other manufacturers (0.3%), and machinery (8.9%) as sales dropped for coal, coke & briquettes (-6.9%), other non-rural (-17.0%), and transport equipment (-3.7%). Additionally, exports of non-monetary gold surged by 43.8% to AUD 3.51 billion. By contrast, shipments of rural goods fell 0.5% to AUD 5.61 billion, weighed by cereal grains & cereal preparations (-1.4%) and other rural (-4.7%), but rose for meat & meat preparations (3.9%) and wool and sheepskins (14.5%). On the original basis, outbound shipments climbed to India (6.3%) and Japan (1.1%) while declining to China, Australia's largest trading partner (-0.9%).

2024年10月，澳大利亚的商品贸易顺差增至59.5亿澳元，高于9月份向下修正的45.3亿澳元，超过了市场预期的45.5亿澳元的收益。这是自2月以来最大的贸易顺差，主要得益于出口的复苏。出货量较上月增长3.6%，达到421.5亿澳元，扭转了9月份4.7%的下降趋势，主要受其他矿物燃料的推动。与此同时，在近几个月有所下降后，采购量小幅上涨0.1%，至362.0亿澳元，主要受加工工业用品等的支撑。

Australia's trade surplus on goods increased to AUD 5.95 billion in October 2024, up from a downwardly revised AUD 4.53 billion in September, surpassing market expectations for a gain of AUD 4.55 billion. This was the biggest trade surplus since February, largely driven by a recovery in exports. Shipments rose by 3.6% from the previous month to AUD 42.15 billion, reversing a 4.7% decline in September, largely driven by other mineral fuels. Meanwhile, purchases edged up by 0.1% to AUD 36.20 billion after declines in recent months, mainly supported by processed industrial supplies n.e.s.

2024年10月，澳大利亚的商品进口额环比微涨0.1%，至362.0亿澳元，而前一个月的降幅为2.8%。中间产品和其他商品的采购额增长1.7%，达到151.6亿澳元，主要受加工工业用品（6.8%）和运输设备零件（9.0%）、塑料（3.4%）以及钢铁（2.0%）的支撑。此外，消费品进口增长0.8%，达到117.8亿澳元，其中非工业运输设备（2.8%）、消费品（0.4%）和纺织品、服装和鞋类（0.6%）增长。另一方面，受资本货物净出口额（-22.8%）和电信设备（-2.0%）的拖累，资本货物抵达量下降2.1%，至85亿澳元。此外，非货币黄金进口暴跌15.5%，至7.51亿澳元。

Imports of goods to Australia edged up 0.1% month-over-month to AUD 36.20 billion in October 2024, compared with a downwardly revised 2.8% decline in the previous month. Purchases of intermediate and other merchandise rose by 1.7% to AUD 15.16 billion, primarily supported by processed industrial supplies n.e.s. (6.8%) and parts for transport equipment (9.0%), plastics (3.4%), and iron and steel (2.0%). Also, imports of consumption goods grew by 0.8% to AUD 11.78 billion, lifted by non-industrial transport equipment (2.8%), consumption goods n.e.s. (0.4%), and textiles, clothing and footwear (0.6%). On the other hand, arrivals of capital goods shrank 2.1% to AUD 8.50 billion, dragged by capital goods n.e.s (-22.8%) and telecommunications equipment (-2.0%). Additionally, imports of non-monetary gold plunged 15.5% to AUD 751 million.

周四，标准普尔/澳交所200指数上涨0.2%，至8480点左右，弥补了前一交易日的损失，并跟踪了华尔街的隔夜涨幅。美国主要科技公司的积极评论推动了这一反弹，这些评论强调了由于人工智能热潮，它们正在经历的大幅增长。投资者也在等待10月份的澳大利亚贸易数据，寻求对该国第四季度初经济健康状况的见解。此前，周三的数据显示，澳大利亚第三季度GDP增长低于预期。科技股领涨，Wisetech Global（上涨1.6%）、Xero（上涨0.9%）和Bravura Solutions（上涨2.3%）领涨。其他主要股票也大幅上涨，包括联邦银行（上涨0.7%）、South32（上涨1.9%）和贵族休闲（上涨0.9%）。

The S&P/ASX 200 Index rose by 0.2% to around 8,480 on Thursday, recouping losses from the previous session and tracking overnight gains on Wall Street. The rally was fueled by positive commentary from major US tech companies, which highlighted the substantial growth they are experiencing due to the artificial intelligence boom. Investors also awaited October's Australian trade figures, seeking insights into the country's economic health at the start of Q4. This follows data from Wednesday that revealed Australian GDP growth was slower than expected in Q3. Technology stocks led the charge, with notable gains from Wisetech Global (up 1.6%), Xero (up 0.9%), and Bravura Solutions (up 2.3%). Other key stocks also saw significant increases, including Commonwealth Bank (up 0.7%), South32 (up 1.9%), and Aristocrat Leisure (up 0.9%).