周四，澳元走强至0.661美元左右，延续了五个交易日的涨势，达到去年11月以来的最高水平，这得益于对最新全球贸易发展的乐观情绪。据欧盟委员会官员称，据报道，美国和欧盟即将达成一项贸易协议，对大多数进口商品征收15%的关税，同时免除部分商品的关税。财政部长斯科特·贝森特也证实，美国和中国官员下周将在斯德哥尔摩举行进一步会谈。这些发展是在最近的美日关税协议之后出现的，该协议有助于缓解全球贸易紧张局势。美国还与菲律宾和印度尼西亚达成了单独的协议。在澳大利亚，7月份的商业活动以2022年4月以来的最快速度扩张，这得益于三个月来制造业产出的首次增长和服务业的急剧加速，这是由强劲的新订单和持续的招聘推动的，尽管出口需求仍然疲软，商业信心减弱。

The Australian dollar strengthened to around $0.661 on Thursday, extending its five-session rally to hit its highest level since November last year, fueled by optimism over latest global trade developments. The US and EU are reportedly close to a trade deal that would impose 15% tariffs on most imports while waiving duties on select items, according to European Commission officials. Treasury Secretary Scott Bessent also confirmed that US and Chinese officials will meet in Stockholm next week for further talks. These developments follow a recent US–Japan tariff agreement that helped ease global trade tensions. The US has also secured separate deals with the Philippines and Indonesia. In Australia, business activity expanded at its fastest rate since April 2022 in July, boosted by the first rise in manufacturing output in three months and a sharp acceleration in services, fueled by strong new orders and ongoing hiring—even as export demand remained weak and business confidence softened.