标准普尔/澳交所200指数周四开盘持平,至8730点左右,结束了连续两个交易日的上涨,因为金矿商的损失抵消了医疗保健的涨幅。黄金股下跌至2.6%,为7月16日以来的最大跌幅,因全球贸易协议报告后金价延续下跌。据报道,美国和欧盟即将对大多数进口商品征收15%的关税,以避免更广泛的贸易战,此前最近美日关税协议有助于缓解全球贸易紧张局势。与此同时,CSL(0.7%)和Telix(1.8%)等医疗保健类股上涨。权重矿商Fortescue也飙升至4.9%,达到2月以来的最高水平,此前该公司公布了第四季度创纪录的铁矿石出货量。在经济数据方面,7月份,澳大利亚商业活动以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 S&P/ASX 200 started flat to around 8,730 on Thursday, halting its two-session win streak, as losses in gold miners offset gains in healthcare. Gold stocks slid up to 2.6%, their steepest drop since July 16, as bullion extended losses after reports of global trade deals. The US and EU are reportedly close to imposing a 15% tariff on most imports to avoid a broader trade war, following a recent US–Japan tariff agreement that helped ease global trade tensions. Meanwhile, healthcare stocks such as CSL (0.7%) and Telix (1.8%) gained. Heavyweight miner Fortescue also surged up to 4.9% to its highest since February—after reporting record Q4 iron ore shipments. On the economic data front, Australian 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.