牛奶 (Milk) 加自选

新西兰元、澳元走强，美元下跌。新西兰元的广泛反弹延续到今天的亚洲时段，因为一系列稳健的国内数据继续提振人们对该国复苏的信心。第三季度强劲的零售销售表明，反弹已经开始，而商业信心和活动的激增表明了更持久的回升。

Kiwi, Aussie Power Ahead While Dollar Sinks.New Zealand Dollar's broad-based rally extended through today's Asian session as a run of solid domestic data continued to bolster confidence in the country's recovery. Strong retail sales in Q3 suggested the rebound is already underway, while the surge in business confidence and activity pointed to a more durable upturn.

新西兰澳新银行商业信心跃升至11年高点，复苏势头良好。11月，新西兰澳新银行商业信心指数从58.1跃升至67.1，为11年来最高。该调查自身的活动前景也从44.6飙升至53.1，达到2014年以来的最高水平，表明实际经济势头而不仅仅是情绪有了实质性改善。

NZ ANZ business confidence jumps to 11 year high, green shoots well established.New Zealand's ANZ Business Confidence index jumped from 58.1 to 67.1 in November, the strongest reading in 11 years. The survey's own-activity outlook also surged from 44.6 to 53.1, marking the highest level since 2014 and signaling a material improvement in real economic momentum rather than sentiment alone.

新西兰第三季度零售额环比增长1.9%，为2021年以来的最高水平。新西兰零售销售在第三季度表现强劲，环比增长1.9%，而预期为0.6%。除汽车销售也超出预期，环比增长1.2%，而普遍预期为0.8%。

NZ retail sales surge 1.9% qoq in Q3, strongest since 2021.New Zealand retail sales delivered a strong upside surprise in Q3, rising 1.9% qoq versus expectations of 0.6%. Ex-auto sales also beat forecasts, up 1.2% qoq compared with 0.8% consensus.

澳大利亚数据：第三季度私人资本支出标题环比增长6.4%（预期增长0.5%）。澳大利亚第三季度私人资本支出建筑资本支出环比增长2.1%（此前为0.2%）。工厂和机械资本支出环比上涨11.5%。

Australian data: Q3 Private Capital Expenditure headline +6.4% q/q (vs. +0.5% expected).AustralianQ3 Private Capital Expenditure Building capex rose 2.1% q/q (previous 0.2%). Plant and machinery capex jumped 11.5% q/q.