牛奶 (Milk) 加自选

澳大利亚储备银行的猎人：通胀接近目标，监测消费者实力。澳大利亚储备银行助理行长Sarah Hunter今天表示，央行“接近通胀目标”，目前前景风险似乎“平衡”。她强调，货币政策的作用存在延迟，必须保持前瞻性。

RBA's Hunter: Inflation near target, monitoring consumer strength.RBA Assistant Governor Sarah Hunter said today the central bank is “close to getting inflation to target,” with risks around the outlook now appearing “balanced”. She emphasized that monetary policy works with a delay and must remain forward looking.

周二早盘，新西兰元50指数下跌23点，跌幅0.2%，至13186点，连续第二天下跌，触及9月4日以来的最低水平。交易员在本周晚些时候公布第二季度GDP数据之前仍持谨慎态度。路透社的一项民意调查显示，在前两个季度实现增长后，新西兰的国内生产总值预计将环比收缩0.3%，与新西兰储备银行的估计一致。周三美联储利率决定前的谨慎态度也打压了投资者情绪。在数据方面，食品通胀率稳定在5%，为2023年11月以来的最高水平。然而，受美中贸易谈判取得进展的迹象和对美联储即将做出的决定的乐观情绪的推动，隔夜华尔街的乐观情绪限制了损失。公用事业和非必需消费品是指数的主要拖累因素，哈伦斯坦（-2.0%）、矢量有限公司（-1.9%）、布里斯科集团（-0.9%）和西太平洋银行（-0.5%）跌幅显著。

The NZX 50 fell 23 points, or 0.2%, to 13,186 in early trading on Tuesday, marking its 2nd straight day of losses and hitting its lowest level since September 4. Traders remained cautious ahead of the release of Q2 GDP data later this week. A Reuters poll indicated that New Zealand's GDP is expected to contract by 0.3% qoq, aligning with the RBNZ’s estimates, after recording growth in the prior two quarters. Investor sentiment was also weighed down by caution ahead of the Fed's interest rate decision on Wednesday. On the data front, food inflation remained steady at 5%, marking the highest level since November 2023. However, losses were capped by an upbeat session on Wall Street overnight, buoyed by signs of progress in US-China trade talks and optimism surrounding the Fed’s upcoming decision. Utilities and consumer discretionary were the main drags on the index, with notable losses from Hallenstein (-2.0%), Vector Ltd (-1.9%), Briscoe Group (-0.9%), and Westpac Banking Corp. (-0.5%).

2025年8月，新西兰的年度食品通胀率稳定在5%，与7月份的通胀率持平，为2023年11月以来的最高水平。在牛奶、奶酪和黄油成本上涨的推动下，杂货价格对这一增长贡献最大，每年上涨4.7%。乳制品仍然是食品成本上涨的主要驱动力，肉类、家禽和鱼类也是如此，由于牛排、牛肉末和羊腿价格上涨，肉类、禽类和鱼类上涨了8.1%。水果和蔬菜价格上涨8.9%，非酒精饮料上涨3.9%，而餐馆餐和即食食品上涨2.4%。

Annual food inflation in New Zealand held steady at 5% in August 2025, matching July’s pace and marking the highest rate since November 2023. Grocery food prices contributed most to the increase, rising 4.7% annually, driven by higher costs for milk, cheese, and butter. Dairy products remained the main driver of rising food costs, alongside meat, poultry, and fish, which jumped 8.1% due to higher prices for beef steak, beef mince, and lamb leg. Fruit and vegetable prices climbed 8.9%, and non-alcoholic beverages increased 3.9%, while restaurant meals and ready-to-eat food were up 2.4%.

新西兰数据：8月份食品价格指数上涨0.3%（之前上涨0.7%）。新西兰8月份食品价格上涨0.3%m/m，新西兰统计局7月份的数据为+0.7%+5.0%同比。食品价格占新西兰消费者价格指数的近19%。——新西兰食品价格指数（FPI）是衡量新西兰销售食品平均价格变化的指标。

New Zealand data: August Food Price Index +0.3% m/m (prior +0.7%).New Zealand food prices in August +0.3% m/m, data from Statistics New Zealand July was +0.7% +5.0% y/y Food prices make up nearly 19 percent of the consumer price index in NZ. -- The New Zealand Food Price Index (FPI) is a measure of the changes in the average price of food items sold in New Zealand.