纽币/瑞郎 (NZDCHF) 加自选

周三早盘，新西兰元50指数下跌80点，跌幅0.6%，至12331点，连续第二次下跌。周二，由于特朗普总统对加拿大征收关税的不确定性以及美国2月份CPI数据公布前的谨慎态度，投资者情绪受到压力，华尔街领跌。在国内，新西兰的食品通胀数据将在未来几天公布，此前1月份的食品通胀率达到2.3%的12个月高点。与此同时，2月份电子卡交易量增长了0.3%，从前一个月的1.6%的下降中反弹，但每年下降4.2%。损失受到特朗普总统和中国领导人Xi可能在6月举行会晤的迹象的限制，这被视为两国之间持续贸易紧张局势下的善意姿态。大多数行业交易走低，能源矿产、非能源矿产和医疗保健行业领跌。早期落后者包括Colonial Motor Co.（-2.6%）、Fisher&Paykel Healthcare（-1.8%）和PGG Wrightson有限公司（-1.5%）。

The NZX 50 fell 80 points or 0.6% to 12,331 during Wednesday’s morning session, marking its second consecutive decline. The downturn followed a weak lead from Wall Street on Tuesday, as uncertainty over President Trump's tariffs on Canada and caution ahead of US CPI data for February weighed on investors' sentiment. Domestically, New Zealand's food inflation data will be due in the coming days, after January saw a 12-month high of 2.3%. Meanwhile, electronic card transactions rose 0.3% mom in February, rebounding from a 1.6% decline in the prior month, but they slipped 4.2% annually. Losses were limited by signs of a potential meeting between President Trump and Chinese leader Xi Jinping in June, seen as a goodwill gesture amid ongoing trade tensions between the two nations. Most sectors traded lower, led by energy minerals, non-energy minerals, and healthcare. Among early laggards were Colonial Motor Co. (-2.6%), Fisher & Paykel Healthcare (-1.8%), and PGG Wrightson Ltd. (-1.5%).

新西兰2月零售销售数据环比增长0.3%，同比下降4.2%。卡消费数据涵盖了新西兰约68%的核心零售额，是衡量月度零售活动的主要指标。新西兰元/美元变化不大。

New Zealand February retail sales data +0.3% m/m and -4.2% y/y.Card spending data covers around 68% of core retail sales in NZ and is the main measure of monthly retail activity. NZD/USD is little changed.

经季节性调整后，2025年2月新西兰的电子卡交易量增长0.3%，达到65.28亿新西兰元。消费品上涨0.6%，服装上涨1%。燃料保持不变，没有明显变化。机动车辆（不包括燃料）略有下降0.3%，耐用品也下降了0.1%。酒店业下降了0.1%。与去年同期相比，电子卡交易量下降了4.2%，前一个月下降了0.5%，标志着消费者支出趋势连续第11个月下降。

Electronic card transactions in New Zealand rose by 0.3% to NZD 6,528 million on a seasonally adjusted basis in February 2025. Consumables saw a 0.6% increase, while apparel gained 1%. Fuel remained unchanged, showing no significant movement. Motor vehicles (excluding fuel) experienced a slight decline of 0.3%, and durables also dropped by 0.1%. Hospitality recorded a 0.1% decrease. On a year-over-year basis, electronic card transactions fell by 4.2%, following a 0.5% drop the previous month, marking the eleventh consecutive month of declining consumer spending trends.

周二，新西兰基准标准普尔/新西兰元50指数下跌0.8%，收于12411点左右，抹去了前一交易日的涨幅，追随美国经济衰退担忧加剧导致的隔夜华尔街抛售。这一点，再加上对更广泛的贸易战和主要国家对美国关税采取报复措施的持续担忧，进一步抑制了风险偏好。在国内，新西兰第四季度制造业销售额增长0.8%，为九个季度以来的首次增长。与此同时，新西兰统计局的数据显示，在第三季度下降0.8%之后，第四季度经季节性调整的就业岗位减少0.3%，至近230万个。Ebos、Mainfreight、Mercury NZ和Infratil下跌2.1%至2.7%，而澳大利亚银行帮助限制了损失，西太平洋银行上涨0.1%，澳新银行上涨0.5%。

New Zealand’s benchmark S&P/NZX 50 closed 0.8% lower to around 12,411 on Tuesday, erasing gains from the previous session, tracking an overnight Wall Street selloff amid rising US recession fears. This, along with ongoing concerns over a broader trade war and major countries imposing retaliatory measures against US tariffs, further dampened risk appetite. Domestically, New Zealand’s manufacturing sales rose 0.8% in Q4, the first gain in nine quarters. Meanwhile, Stats NZ data showed that seasonally adjusted filled jobs fell 0.3% to nearly 2.3 million in Q4, following a 0.8% decline in Q3. Ebos, Mainfreight, Mercury NZ, and Infratil lost 2.1% to 2.7%, while Australian banks helped limit losses, with Westpac up 0.1% and ANZ gaining 0.5%.