现货黄金 (Gold) 加自选

标准普尔/澳交所200指数周三早盘下跌0.4%，至8920点左右，连续第三个交易日下跌，受科技股和黄金股下跌的推动。华尔街的微弱领先也拖累了该指数，因为投资者权衡了美国政府长期停摆，并对人工智能驱动的反弹的持久性再次产生怀疑。与此同时，市场评估了世界银行提高东亚和太平洋部分地区增长预测的决定，此前一个夏天，美国关税相关的不确定性影响了全球情绪。在企业方面，科技股下跌1.5%，至一个月低点，追随美国同行下跌。该指数连续第三个交易日下跌，板块组成部分Life360 Inc下跌4.4%，WiseTech Global下跌1%。此外，由于投资者似乎获利回吐，黄金矿商表现不佳，下跌2.1%。行业领军企业纽蒙特和北极星分别下跌1.1%和1.7%。金融股也下跌，主要银行NAB领跌（-0.5%）。

The S&P/ASX 200 fell 0.4% to around 8,920 on early Wednesday trade, marking its third consecutive session of losses, driven by declines from tech and gold stocks. A weak lead on Wall Street also dragged the index, as investors weighed the prolonged US government shutdown and renewed doubts over the durability of the AI-driven rally. Meanwhile, markets assessed the World Bank’s decision to raise its growth forecast for parts of East Asia and the Pacific, after a summer marked by US tariff-related uncertainty that weighed on global sentiment. On the corporate front, tech shares dropped 1.5% to a one-month low, tracking their US peers lower. The sub-index extended losses for a third straight session, with sector constituents Life360 Inc falling 4.4% and WiseTech Global slipping 1%. Additionally, gold miners lagged, down 2.1%, as investors seem to take profits. Sector leaders Newmont and Northern Star slid 1.1% and 1.7%, respectively. Financials also fell, led by top lender NAB (-0.5%).

2025年8月，澳大利亚私人住宅审批量环比下降2.6%，至9027套，扭转了上个月1.3%的增长，与初步估计相符。下降的原因是维多利亚州（-8.3%）、新南威尔士州（-6.2%）和南澳大利亚州（-1.7%）的批准率较低。相比之下，昆士兰州（2.9%）和西澳大利亚州（1.7%）的批准率有所上升。按年度计算，私人住房许可证下降了3.5%，扭转了7月份0.1%的小幅增长。

Private house approvals in Australia fell by 2.6% month-over-month to 9,027 units in August 2025, reversing a 1.3% increase in the previous month and matching preliminary estimates. The decline was driven by lower approvals in Victoria (-8.3%), New South Wales (-6.2%), and South Australia (-1.7%). In contrast, approvals rose in Queensland (2.9%) and Western Australia (1.7%). On an annual basis, private house permits declined by 3.5%, reversing a modest 0.1% increase in July.

经季节性调整后，澳大利亚批准的住宅总数在2025年8月环比下降6%，至14744套，此前7月下降了10%，与初步估计相符。这标志着连续第二个月下降，原因是除住房外的私营部门住房（-8.1%对7月的-25.8%）和私营部门住房的批准量下降（-2.6%对1.3%）。按州划分，维多利亚州（-11.8%）、新南威尔士州（-11.4%）、南澳大利亚州（-10%）和西澳大利亚州（-7.3%）的批准数量有所下降，而塔斯马尼亚州（14.4%）和昆士兰州（3.7%）的批准数有所上升。按年度计算，住宅批准总量增长了3%，较7月份的5.4%有所缓解。

The seasonally adjusted number of total dwellings approved in Australia fell by 6% month-over-month to 14,744 units in August 2025, following a 10% drop in July and matching preliminary estimates. This marked the second consecutive month of decline, driven by a fall in approvals for private sector dwellings excluding houses (-8.1% vs -25.8% in July) and private sector houses (-2.6% vs 1.3%). By state, approvals declined in Victoria (-11.8%), New South Wales (-11.4%), South Australia (-10%), and Western Australia (-7.3%), while they rose in Tasmania (14.4%) and Queensland (3.7%). On an annual basis, total dwelling approvals increased by 3%, easing from a 5.4% rise in July.

南非的外汇储备总额在上个月创下704.2亿美元的历史新高后，于2025年9月降至697.4亿美元。这一下降是由于外汇储备减少（477.95亿美元，而8月份为501.60亿美元）。与此同时，黄金储备（153.83亿美元对137.57亿美元）和特别提款权持有量（65.61亿美元对64.99亿美元）有所增加。此外，代表央行未结算或掉期交易的远期头寸从上个月的5.35亿美元急剧上升至9月份的11.78亿美元。

Gross foreign exchange reserves in South Africa fell to $69.74 billion in September 2025, following a record high of $70.42 billion in the previous month. The decline came amid a decrease in foreign currency reserves ($47.795 billion vs. $50.160 billion in August). Meanwhile, increases were observed in gold reserves ($15.383 billion vs. $13.757 billion) and SDR holdings ($6.561 billion vs. $6.499 billion). Additionally, the forward position, representing the central bank's unsettled or swap transactions, rose sharply to $1.178 billion in September from $0.535 billion in the previous month.