纽币/港币 (NZDHKD) 加自选

亚洲经济日历2025年5月7日星期三-新西兰第一季度就业报告。新西兰的就业数据为1月至3月季度。失业率预计会上升。

Economic calendar in Asia Wednesday, May 7, 2025 - New Zealand jobs report for Q1.The employment data from New Zealand is for the January - March quarter. The unemployment rate is expected to have risen.

周二，恒生指数上涨158点，涨幅0.7%，收于22663点的一个月高点，标志着在贸易紧张局势缓解的迹象下连续第四次上涨。特朗普总统周日表示，美国正在与包括中国在内的几个国家就贸易协议进行接触。在当地，香港经济在2025年第一季度同比增长3.1%，这是五个季度以来最强劲的增长速度，这是受美国计划上调关税之前强劲的旅游业和强劲的出口推动的。人民币反弹至一个半月高点，香港金融管理局为支持美元而进行的干预也提振了市场情绪。然而，数据显示，在关税风险的影响下，中国4月份的服务业活动增长是7个月来最低的，这限制了涨幅。与此同时，美国期货在美联储政策会议之前略有下跌，预计周三将作出利率决定。大多数行业上涨，金融、消费者和房地产领涨。农夫山泉股价上涨6.8%，紧随其后的是周大福（5.7%）、金沙中国（5.2%）和美团（4.6%）。

The Hang Seng advanced 158 points or 0.7% to end at a one-month peak of 22,663 on Tuesday, marking its fourth straight gain amid signs of easing trade tensions. President Trump said Sunday that the U.S. was engaging with several countries, including China, on trade deals. Locally, Hong Kong’s economy grew 3.1% yoy in Q1 2025—the strongest pace in five quarters—driven by strong tourism and robust exports ahead of planned U.S. tariff hikes. A rally in the yuan to a 1-1/2-month high and intervention by the Hong Kong Monetary Authority to support the local dollar also lifted sentiment. However, gains were capped by data showing China’s services activity in April grew the least in seven months amid tariff risks. Meanwhile, U.S. futures dipped slightly ahead of the Fed’s policy meeting, with a rate decision expected Wednesday. Most sectors advanced, led by financials, consumers, and property. Nongfu Spring jumped 6.8%, followed by Chow Tai Fook (5.7%), Sands China (5.2%), and Meituan (4.6%).

新西兰元周二升至0.598美元左右，连续第三个交易日上涨，受美元持续疲软的支撑。美元因贸易发展的不确定性而走弱，并在美联储货币政策决定之前更加谨慎。然而，新西兰元的涨幅部分受到中国服务业令人失望的数据的限制，该数据表明美国的关税开始对经济活动造成压力。鉴于中国是新西兰最大的贸易伙伴，这给新西兰货币增加了压力。人们的注意力也转向了即将发布的国内劳工报告，预计该报告将显示失业率上升，这可能会加强储备银行进一步放松货币政策的理由。市场已经预计，在5月晚些时候的央行会议上，降息25个基点的可能性为75%，预计今年将再降息三次。

The New Zealand dollar rose to around $0.598 on Tuesday, advancing for the third consecutive session, supported by continued softness in the US dollar. The greenback weakened amid uncertainty over trade developments and increased caution ahead of the Federal Reserve’s monetary policy decision. However, gains in the Kiwi were partially capped by disappointing data from China’s services sector, which suggested that US tariffs are beginning to weigh on economic activity. This added pressure to the antipodean currency, given China’s status as New Zealand’s largest trading partner. Attention also turned to the upcoming domestic labor report, which is expected to show a rise in the unemployment rate—potentially reinforcing the case for further monetary easing by the Reserve Bank. Markets have priced in a 75% chance of a 25-basis-point rate cut at the central bank’s meeting later in May, with a total of three additional cuts anticipated this year.

新西兰基准s&P/NZX 50周二收平于12422点，徘徊在两个月高点附近，但结束了三天的连胜，因为投资者在美联储即将出台的货币政策决定之前变得谨慎。雪上加霜的是，中国的服务业没有达到预期，以去年9月以来最慢的速度扩张，这表明美国的关税正在造成损失。鉴于中国是新西兰最大的贸易伙伴，这对该指数造成了压力。与此同时，人们的注意力也转向了即将公布的国内失业数据，预计该数据将显示失业率上升，这可能会加强储备银行进一步放宽政策的理由。整个指数的表现喜忧参半。涨幅较大的股票包括Meridian Energy（+2.6%）、Infratil（+4.4%）和陶朗加港。在下行方面，排名靠后的包括斐雪派克医疗保健公司（-0.7%）、Contact Energy（-1.7%）和Vector Limited（-1.2%）。

New Zealand’s benchmark S&P/NZX 50 ended flat at 12,422 on Tuesday, hovering near a two-month high but snapping a three-day winning streak, as investors turned cautious ahead of the Federal Reserve’s upcoming monetary policy decision. Adding to the cautious sentiment, China’s services sector missed expectations, expanding at its slowest pace since last September—signaling that US tariffs are taking a toll. This weighed on the index, given China’s status as New Zealand’s largest trading partner. Meanwhile, focus also turned to upcoming domestic unemployment data, which is expected to show a rise in the jobless rate—potentially strengthening the case for further policy easing by the Reserve Bank. Across the index, performance was mixed. Notable gainers included Meridian Energy (+2.6%), Infratil (+4.4%), and Port of Tauranga. On the downside, top laggards included Fisher & Paykel Healthcare (-0.7%), Contact Energy (-1.7%), and Vector Limited (-1.2%).