现货黄金 (Gold) 加自选

欧元/美元、美元/日元和澳元/美元预测——美元继续下跌。美元目前仍然非常嘈杂，因为我们正在等待杰罗姆·鲍威尔周五在杰克逊霍尔研讨会上的演讲。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Continues to Chop.The US dollar continues to be very noisy at the moment, as we are waiting for the speech by Jerome Powell on Friday from the Jackson Hole Symposium.

继上个月增长13.2%之后，南非批准的建筑计划价值在2025年6月同比下降13.3%，至74.96亿南非兰特。这一下降主要是由非住宅板块推动的，该板块下跌了48.6%，而之前的跌幅为4%。新增和改建项目小幅下降0.1%，而5月份的增幅为52.1%，而住宅批准数量增长2.4%，低于上个月的3.4%。

The value of building plans approved in South Africa dropped by 13.3% year-on-year to ZAR 7,496 million in June 2025, following a 13.2% jump in the prior month. The decline was largely driven by the non-residential segment, which dropped 48.6% compared with a 4% fall previously. Additions and alterations fell slightly by 0.1% versus a 52.1% increase in May, while residential approvals rose 2.4%, down from 3.4% the previous month.

由于强劲的经济数据和乐观的企业盈利提振了市场情绪，标准普尔/澳交所200指数首次突破关键的9000点，周四收于9019点的历史高点。澳大利亚私营部门以2022年4月以来的最快速度扩张，8月份该指数升至54.9，这得益于服务业（55.1比7月的54.1）和制造业（52.9比51.3）的稳健增长，以及新订单的强劲增长和客户群的扩大。与此同时，消费者通胀预期连续第二个月下降，从7月份的4.7%降至8月份的五个月低点3.9%。在持续的企业财报季的支撑下，各股普遍上涨，增加了该指数的积极势头。值得注意的是，Brambles在报告年度利润强劲增长并宣布股票回购后，股价飙升11.7%，创下历史新高。其他表现突出的公司包括Woolworths（2.6%）、Transurban（2.5%）和麦格理（2.2%）。

The S&P/ASX 200 broke through the key 9,000 level for the first time, ending Thursday’s session at a record high of 9,019, as market sentiment was buoyed by robust economic data and upbeat corporate earnings. Australia's private sector expanded at its fastest pace since April 2022, with the index rising to 54.9 in August, driven by solid growth in both the services (55.1 vs 54.1 in July) and manufacturing (52.9 vs 51.3) sectors, amid a strong rise in new orders and an expanding customer base. Meanwhile, consumer inflation expectations eased for the second consecutive month, falling to a five-month low of 3.9% in August from 4.7% in July. Adding to the index's positive momentum were broad-based gains across stocks, supported by the ongoing corporate earnings season. Notably, Brambles soared 11.7% to an all-time high after reporting a strong rise in annual profit and announcing a share buyback. Other notable performers included Woolworths (2.6%), Transurban (2.5%), and Macquarie (2.2%).

澳元/日元跌至94.50附近，因澳大利亚通胀预期有所缓解。澳元/日元连续第三个交易日下跌，周四亚洲时段交易在94.60左右。随着澳元（AUD）下跌，货币交叉贬值，8月份消费者通胀预期上涨3.9%，低于此前4.7%的涨幅。

AUD/JPY slips near 94.50 as inflation expectations ease in Australia.AUD/JPY continues its losing streak for the third successive session, trading around 94.60 during the Asian hours on Thursday. The currency cross depreciates as the Australian Dollar (AUD) loses ground, as Consumer Inflation Expectations rose 3.9% in August, coming in below the previous increase of 4.7%.