新西兰50 (NZX50) 加自选

周四早盘交易中，新西兰元50指数上涨13点，涨幅0.1%，至13320点，连续第二个交易日上涨，因市场希望进一步降息。新西兰储备银行首席经济学家Paul Conway周三告诉彭博电视台，如有必要，货币政策委员会仍对进一步降息持开放态度。美国财政部长斯科特·贝森特提议延长暂停对中国商品征收高关税的时间，旨在解决关键矿产的冲突，这也提振了市场情绪。然而，由于对美国政府持续停摆的担忧，以及新西兰最大贸易伙伴中国持续的通货紧缩，涨幅受到限制。在数据方面，新西兰9月份的食品通胀率从8月份的5%降至4.1%的五个月低点。金融、房地产和材料板块主要支撑该指数，Infratil（2.1%）、Mercury NZ（1.7%）、Ventia Services Group（1.7%），Ebos Group（1.0%）和Kiwi Property Group（1.0%。

The NZX 50 rose 13 points, or 0.1%, to 13,320 in choppy morning trade on Thursday, gaining for the second straight session amid hopes of a further interest rate cut. RBNZ Chief Economist Paul Conway told Bloomberg TV on Wednesday that the Monetary Policy Committee remains open to additional rate cuts if necessary. US Treasury Secretary Scott Bessent’s efforts to propose a longer pause on high tariffs on Chinese goods—aimed at resolving a conflict over critical minerals—also lifted sentiment. However, gains were capped by continued concerns over the ongoing US government shutdown, as well as persistent deflation in China, New Zealand’s top trading partner. On the data front, New Zealand's food inflation eased to a five-month low of 4.1% in September, down from 5% in August. Financials, real estate, and materials mainly supported the index, with notable gains from Infratil (2.1%), Mercury NZ (1.7%), Ventia Services Group (1.7%), Ebos Group (1.0%), and Kiwi Property Group (1.0%).

新西兰的年度食品通胀率从上个月的5%降至2025年9月的4.1%，为2025年4月以来的最低水平。杂货食品集团同比增长3.9%，对食品价格的整体上涨贡献最大。肉类、家禽和鱼类紧随其后，每年增长6.4%，而餐馆餐和即食食品则增长2.5%。水果和蔬菜价格上涨5.8%，非酒精饮料上涨3.3%，反映了不同食品类别的不同价格压力。

Annual food inflation in New Zealand eased to 4.1% in September 2025, down from 5% in the previous month, marking its lowest level since April 2025. The grocery food group, which rose 3.9% year-on-year, contributed most to the overall increase in food prices. Meat, poultry, and fish followed, climbing 6.4% annually, while restaurant meals and ready-to-eat foods rose 2.5%. Fruit and vegetable prices increased 5.8%, and non-alcoholic beverages were up 3.3%, reflecting varied price pressures across different food categories.

新西兰数据-食品价格指数（9月）+0.3%m/m（之前也是+0.3%）。新西兰FP+0.3%m/m在2025年9月之前+0.3%新西兰元变化不大。大约0.5720。

New Zealand data - Food Price Index (September) +0.3% m/m (prior also +0.3%).NZ FP +0.3% m/m in September 2025 prior +0.3% Kiwi is little changed. Circa 0.5720.

新西兰基准标准普尔/NZX 50指数周三上涨0.2%，收于13307点，结束了连续三天的下跌，因为广泛的行业上涨提振了市场。新西兰储备银行首席经济学家Paul Conway重申，尽管政策制定者在做出任何决定之前将等待经济数据，但央行仍对进一步降息持开放态度，市场情绪有所改善。在全球范围内，市场受到美联储主席杰罗姆·鲍威尔的言论的支持，他表示，尽管通货膨胀持续存在，但由于劳动力市场疲软，本月可能会降息。然而，持续的美中贸易紧张局势使一些投资者保持谨慎，抑制了更广泛的涨幅。在企业方面，Scales Corporation的股价飙升4.2%，此前该农业综合企业集团上调了25财年的盈利预期。

New Zealand's benchmark S&P/NZX 50 index rose 0.2% to close at 13,307 on Wednesday, ending a three-day losing streak as broad-based sector gains lifted the market. Sentiment improved after Reserve Bank of New Zealand Chief Economist Paul Conway reaffirmed that the central bank remains open to further interest rate cuts, although policymakers will wait for economic data before making any decisions. Globally, markets were supported by remarks from US Federal Reserve Chair Jerome Powell, who indicated that an interest-rate reduction is likely this month due to weakness in the labour market, despite persistent inflation. However, ongoing US–China trade tensions kept some investors cautious, tempering broader gains. On the corporate front, shares of Scales Corporation surged 4.2% after the agribusiness group raised its earnings guidance for FY25.