标准普尔/澳交所200指数周一开盘持平，至8600点左右，停止了前一交易日的涨幅，因为投资者正在为澳大利亚储备银行普遍预期的降息和美国关税最后期限的临近做准备。市场对澳大利亚储备银行将继续放松货币政策的预期越来越高，目前有99.7%的可能性在周二降息25个基点，这是今年第三次降息。这将使官方现金利率降至3.6%，以应对通胀风险的缓解和经济增长的疲软。与此同时，特朗普总统确认新的关税将于8月1日生效，最终税率仍在谈判中。财政部长贝森特表示，届时没有贸易协议的国家将面临恢复到4月2日设定的关税水平。其中，依赖出口的医疗保健类股上涨超过1%，生物科技巨头CSL领涨（1.2%）。另一方面，伍德赛德下跌0.9%，因为欧佩克+表示8月产量增加，引发了可能对价格构成压力的供应担忧。
The S&P/ASX 200 opened flat to around 8,600 on Monday, halting gains from the previous session, as investors braced for a widely expected rate cut by the Reserve Bank of Australia and looming US tariff deadlines. Market expectations are mounting that the RBA will continue easing monetary policy, with now a 99.7% probability priced in for a 25bps cut on Tuesday—its third cut this year. That would bring the official cash rate down to 3.6%, in response to easing inflation risks and a weakening economic growth. Meanwhile, President Trump confirmed new tariffs will take effect on August 1, with final rates still under negotiation. Treasury Secretary Bessent said countries without trade deals by then will face tariff levels reverting to those set on April 2. Among notable movers, export-reliant healthcare stocks jumped over 1%, led by biotech giant CSL (1.2%). On the flip side, Woodside dropped 0.9% as OPEC+ signaled higher August output, raising supply concerns that could pressure prices.
