纽币/瑞郎 (NZDCHF) 加自选

新西兰基准标准普尔/NZX 50指数周三上涨0.5%，收于12068点，在金融板块走强的推动下，从前一交易日的下跌中恢复过来。Heartland Group领涨，上涨7.1%。澳大利亚西太平洋银行和澳新银行集团的本地股票分别上涨1.7%和2.7%。在大盘股中，Infratil（3.9%）、Contact Energy（2.5%）和Mainfreight（1.1%）也出现了显著上涨。与此同时，新西兰航空公司的股价收平，此前该公司预计2025年的收益将下降，因为其全球发动机维修延误和相关薪酬水平存在不确定性。投资者现在将注意力转向定于周四公布的第一季度CPI数据，以进一步了解新西兰储备银行的货币政策前景。在其他地方，新西兰最大的贸易伙伴中国公布了强劲的经济数据，但与美国的贸易战给前景蒙上了阴影。

New Zealand's benchmark S&P/NZX 50 index rose 0.5% to close at 12,068 on Wednesday, recovering from the previous session’s losses, buoyed by strength in the financial sector. Heartland Group led the advance, jumping 7.1%. Local shares of Australia banks Westpac and ANZ Group added 1.7% and 2.7%, respectively. Among large-cap stocks, notable gains were also seen from Infratil (3.9%), Contact Energy (2.5%), and Mainfreight (1.1%). Meanwhile, shares of Air New Zealand ended flat after the carrier projected lower earnings for 2025, amid uncertainty surrounding its global engine maintenance delays and related compensation levels. Investors are now turning their attention to the first-quarter CPI data, scheduled for release on Thursday, for further cues on the Reserve Bank of New Zealand's monetary policy outlook. Elsewhere, China, New Zealand’s largest trading partner, reported strong economic data but a trade war with the U.S. has cast a shadow over the outlook.

活动指南：2025年第一季度新西兰CPI报告。新西兰第一季度通胀报告中的数字即将公布！2025年第一季度价格压力如何，这些数字会影响新西兰储备银行的政策预期吗？

Event Guide: New Zealand CPI Report for Q1 2025.The numbers are almost in for New Zealand's first quarter inflation report! How did price pressures fare during Q1 2025 and will the numbers influence RBNZ policy expectations?

周三，新西兰元上涨至0.590美元左右，连续第七个交易日上涨，徘徊在2024年12月初以来的最高水平附近。持续的反弹反映了全球风险情绪的改善，因为特朗普在暂停对一些科技产品征税后表示可能推迟汽车关税。然而，随着美国商务部对半导体和药品进口展开国家安全调查，人们仍然保持谨慎，此举可能为新的关税铺平道路。新西兰最大的贸易伙伴中国公布的好于预期的经济数据也支撑了新西兰元。在国内，市场焦点现在是周四发布的第一季度CPI数据，预计该数据将显示年度通胀率从上一季度的2.2%微升至2.3%。上周，新西兰储备银行将利率下调25个基点至3.5%，投资者目前预计秋季将进一步放宽至2.75%。

The New Zealand dollar rose to around $0.590 on Wednesday, marking its seventh consecutive session of gains and hovering near its highest level since early December 2024. The sustained rally reflects improving global risk sentiment as Trump signaled a possible delay to auto tariffs after suspending levies on some tech products. However, caution remains as the U.S. Commerce Department launched national security probes into semiconductor and pharmaceutical imports, a move that could pave the way for new tariffs. The kiwi also drew support from better-than-expected economic data out of China, New Zealand’s largest trading partner. Domestically, market focus is now on Thursday’s release of first-quarter CPI data, which is expected to show annual inflation edged up to 2.3% from 2.2% in the previous quarter. Last week, the Reserve Bank of New Zealand cut its rates by 25bps to 3.5% and investors are currently pricing in further easing to 2.75% by autumn.

新西兰股市周三早盘上涨34点，涨幅0.3%，至12045点，抹去了前一交易日的跌幅。金融、消费必需品和房地产板块支撑上涨。新西兰元50指数上涨，因下周宣布汽车潜在关税豁免后，人们希望美国进一步减免关税。在国内，第一季度通胀数据将于周四公布，市场预计将小幅加速至2.3%，仍接近2021年第一季度以来的最低水平。这增加了人们对新西兰储备银行可能进一步降息的希望。与此同时，交易员们也在等待今天晚些时候中国公布的一系列经济数据，包括GDP、工业生产和零售额。早期上涨股包括Infratil（上涨1.6%）、A2 Milk（1.6%）、陶朗加港（1.0%）、澳新银行集团（0.8%）和Mainfreight（0.4%）。

The stock market in New Zealand rose 34 points, or 0.3%, to 12,045 in early trading on Wednesday, erasing losses from the previous session. Gains were supported by financials, consumer staples, and real estate sectors. The NZX 50 advanced amid hopes of further tariff relief from the US, following an announcement of potential tariff exemptions for autos next week. Domestically, Q1 inflation data is set to be published on Thursday, with the market expecting a slight acceleration to 2.3%, still near the lowest level since Q1 2021. This has raised hopes that the RBNZ may cut interest rates further. Meanwhile, traders are also awaiting a slew of economic data from China later today, including GDP, industrial production, and retail sales. Among early gainers were Infratil (up 1.6%), A2 Milk (1.6%), Port of Tauranga (1.0%), ANZ Group (0.8%), and Mainfreight (0.4%).