澳元/港币 (AUDHKD) 加自选

澳大利亚GDP超过预期，澳元小幅走高。澳元周三反弹，处于积极区间。在欧洲市场，澳元/美元交易于0.6532，上涨0.19%。

Australian GDP Beats Estimate, Aussie Edges Higher.The Australian dollar has rebounded on Wednesday and is in postive territory. In the European session, AUD/USD is trading at 0.6532, up 0.19%.

周三，恒生指数下跌153点，跌幅0.6%，收于25343点，连续第二天下跌。由于对全球财政压力的担忧日益加剧，全球股市下跌。与此同时，道琼斯期货价格明显下跌，受到美国制造业连续第六个月下跌的压力。美国一家意见分歧的上诉法院裁定特朗普总统的大部分关税是非法的，这增加了不确定性，尽管这些措施将一直持续到10月14日，等待最高法院可能的上诉。在俄罗斯普京和朝鲜金正恩参加的中国阅兵式引发了国防相关股票的获利回吐后，所有行业都出现了亏损。在当地，香港监管机构启动了一项涉及港交所至少两名个人的内幕交易调查。私人调查数据显示，8月份中国服务业活动增长15个月来最多，这缓冲了损失。跌幅最大的包括恒基兆业地产（-3.7%）、太古地产（-3.2%）和比亚迪（-2.5%）。

The Hang Seng fell 153 points or 0.6% to end at 25,343 on Wednesday, slipping for the second day as global equities retreated due to growing concerns over fiscal strains worldwide. Meanwhile, Dow Jones futures were notably lower, pressured by the sixth straight monthly drop in U.S. manufacturing. Adding to uncertainty, a divided U.S. appeals court ruled most of President Trump’s tariffs illegal, though the measures will remain in place until October 14 pending a likely Supreme Court appeal. All sectors moved in the red after a military parade in China, attended by Russia’s Putin and North Korea’s Kim Jong Un, prompted a profit-taking in defense-related shares. Locally, Hong Kong regulators launched an insider trading probe involving at least two individuals at HKEX. Losses were cushioned by private survey data showing China’s services activity rose the most in 15 months during August. Major decliners included Henderson Land (-3.7%), Swire Properties (-3.2%), and BYD Co. (-2.5%).

周三，标准普尔/澳交所200指数下跌1.8%，收于8739点的四周低点，连续第四个交易日下跌，因为强劲的GDP数据缓和了澳大利亚储备银行进一步降息的押注。第二季度经济增长0.6%，高于0.5%的预测，并将年增长率提升至近两年来最快的1.8%，这主要得益于家庭支出，以及借贷成本降低和早期税收减免的支持。强劲的增长势头改变了政策前景，市场仍倾向于在11月降息25个基点。然而，对进一步宽松政策的预测已经下调，目前只考虑了不到两个完整的举措。此外，由于国债收益率上升和关税的不确定性抑制了市场情绪，华尔街的微弱领先对指数造成了压力。在企业方面，对利率敏感的金融股领跌，下跌2.7%，至8月18日以来的最低水平。科技股也暴跌3.8%，至三个多月低点，追随美国同行下跌。

The S&P/ASX 200 dropped 1.8% to finish at a four-week low of 8,739 on Wednesday, extending its losing streak to a fourth session, as stronger GDP data tempered bets of further rate cuts from the Reserve Bank of Australia. The economy expanded 0.6% in Q2, above forecasts of 0.5% and lifting annual growth to 1.8%, the fastest in nearly two years, driven largely by household spending, supported by lower borrowing costs and earlier tax relief. The stronger growth print shifted the policy outlook, with markets still leaning toward a quarter-point cut in November. However, forecasts for deeper easing have been pared back, with less than two full moves now priced in. Additionally, a weak lead from Wall Street pressured the index, as rising Treasury yields and tariff uncertainty dampened sentiment. On the corporate side, rate-sensitive financials led losses, falling 2.7% to their lowest since August 18. Tech stocks also plunged 3.8% to an over three-month low, tracking their US peers lower.

澳元上涨，2025年第二季度GDP增长0.6%。2025年第二季度，澳大利亚经济环比增长0.6%，超过了0.5%的增长预期，也出现了早期的升级。

AUD Popped Higher As Q2 2025 GDP Indicated Stronger 0.6% Growth.The Australian economy expanded 0.6% quarter-on-quarter in Q2 2025, surpassing expectations for a 0.5% growth figure and also seeing an upgrade for the earlier period.