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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.

恒生指数周二收于23782点，几乎没有变化，随着大多数板块的上涨，从早盘的下跌中反弹。花旗集团股份有限公司将其对中国股市的展望上调至增持，称人工智能取得突破，市场情绪有所改善。科技指数攀升超过1%，快手科技（5.2%）和半导体制造（3.1%）领涨。房地产和金融股也上涨，因市场希望今天结束的中国议会会议将提振市场信心，尽管通货紧缩压力挥之不去，与美国的贸易紧张局势以及房地产市场的不确定性。与此同时，美国期货在周一华尔街暴跌后小幅上涨，这是由贸易政策转变和政府持续削减开支引发的经济衰退担忧造成的。在宣布计划到2026年开始大规模生产飞行汽车和工业机器人后，小鹏公司股价飙升9.8%，而浙江利浦电机公司股价上涨13.3%。在下跌方面，优步机器人下跌6.0%，其次是KE控股（-3.5%）和美团（-1.5%）。

The Hang Seng closed nearly unchanged at 23,782 on Tuesday, rebounding from early losses as most sectors rose. Sentiment improved after Citigroup Inc. upgraded its outlook on Chinese stock markets to overweight, citing an AI breakthrough. The tech index climbed over 1%, led by Kuaishou Tech (5.2%) and Semicon Manufacturing (3.1%). Property and financials also gained on hopes that China’s parliamentary meeting, concluding today, would bolster market confidence despite lingering deflation pressures, trade tensions with the US, and property market uncertainty. Meanwhile, US futures rose modestly after Monday’s Wall Street slump, which was driven by recession concerns stemming from shifts in trade policies and continued government spending cuts. Xpeng surged 9.8% after announcing plans to begin mass production of flying cars and industrial robots by 2026, while Zhejiang Leapmotor jumped 13.3%. On the downside, UBTech Robotics fell 6.0%, followed by KE Holdings (-3.5%), and Meituan (-1.5%).