澳元/港币 (AUDHKD) 加自选

澳元/日元价格预测：在数周的区间内小幅上涨，略高于94.00中位。澳元/日元交叉削减了亚洲温和上涨的一部分，达到94.85，即5月14日以来的最高水平，尽管在喜忧参半的线索中仍保持积极的倾向。现货价格目前在94.60附近交易，当日涨幅不到0.10%。

AUD/JPY Price Forecast: Edges higher in a multi-week-old range, up a little above mid-94.00s.The AUD/JPY cross trims a part of modest Asian session gains to the 94.85 region, or the highest level since May 14, though it retains the positive bias amid mixed cues. Spot prices currently trade around the 94.60 area, up less than 0.10% for the day.

伊朗拒绝恢复核谈判，澳元下跌。澳元（AUD）周五回落，结束了其四天的连胜。在伊朗外交部长阿巴斯·阿拉吉发表评论后，澳元/美元小幅下跌，他指出德黑兰无意恢复与美国的核谈判。

Australian Dollar loses gains as Iran refuses to resume nuclear negotiations.The Australian Dollar (AUD) retraces daily gains on Friday, halting its four-day winning streak. The AUD/USD pair edges lower following Iranian Foreign Minister Abbas Araghchi's comments, noting that Tehran has no intention of resuming nuclear negotiations with the United States.

Cliff Notes：澳大利亚通胀风险回落。

Cliff Notes: Australian Inflation Risks Recede.

受矿业股反弹的推动，标准普尔/澳交所200指数周五上涨0.6%，至8601点左右，达到两周来的最高水平。该指数也有望创下自5月中旬以来的最大单周涨幅，此前有报道称，美国和中国达成了加快向美国出口稀土的谅解。白宫宣布的框架协议是在最近的贸易谈判中达成的，其中包括中国恢复稀土出口以换取美国放松反制措施，尽管该协议仍在等待中国领导人的最终批准。在白宫淡化即将到来的关税最后期限的紧迫性后，市场情绪进一步得到支撑。在国内，所有人的目光都集中在下周的5月零售销售上，这可能为澳大利亚的增长前景提供线索，并支持7月降息的情况。在企业方面，中国依赖出口的矿商领涨，涨幅超过3%，如必和必拓（3.6%）、Fortescue（2.9%）和South32（2.1%）。黄金矿商北方之星也上涨了0.8%。

The S&P/ASX 200 climbed 0.6% to around 8,601 on Friday, hitting its highest level in two weeks, driven by a rally in mining stocks. The index is also poised for its strongest weekly gain since mid-May, following reports that the US and China reached an understanding to accelerate rare earth shipments to the US. The framework agreement, announced by the White House, came out of recent trade talks and includes China resuming rare earth exports in exchange for the US easing countermeasures, though it still awaits final approval from Chinese leadership. Sentiment was further supported after the White House downplayed the urgency of upcoming tariff deadlines. At home, all eyes are now on next week’s May retail sales, which could offer clues over Australia’s growth outlook and support the case of a July rate cut. On the corporate front, Chinese export-reliant miners led the charge, up over 3%, such as BHP (3.6%), Fortescue (2.9%), and South32 (2.1%). Gold miner Northern Star also rose 0.8%.