周四,标准普尔/澳交所200指数下跌0.2%,至8900点左右,延续了前一交易日近1%的跌幅,徘徊在两周低点,受房地产和非必需消费品股下跌拖累。房地产股连续第二个交易日下跌2.8%,其中Stockland Corporation下跌4.3%。可自由支配股票也走弱,下跌2.4%,JB Hi-Fi在澳大利亚和新西兰的季度销售大幅放缓后暴跌7.4%,至近三个月低点。相比之下,重量级矿商上涨,矿业巨头必和必拓和力拓各上涨1.1%,铜价创历史新高。在第三季度通胀意外飙升后,交易员降低了对澳大利亚储备银行下周降息的预期,整体情绪仍然谨慎。市场几乎完全将价格定在3.60%,利率期货显示,11月4日澳大利亚储备银行开会时降息的可能性不到7%。
The S&P/ASX 200 fell 0.2% to around 8,900 on Thursday, extending its nearly 1% decline from the previous session to hover at two-week lows, dragged by losses in real estate and consumer discretionary stocks. Real estate shares dropped 2.8% for a second straight session, led by a 4.3% slide in Stockland Corporation. Discretionary stocks also weakened, down 2.4%, as JB Hi-Fi plunged 7.4% to a near three-month low after posting a sharp quarterly slowdown in sales across Australia and New Zealand. In contrast, heavyweight miners advanced, with mining giants BHP and Rio Tinto climbing 1.1% each, as copper prices hit record highs. Broader sentiment remained cautious as traders pared back expectations for a rate cut from the Reserve Bank of Australia next week following a surprise inflation jump in the third quarter. Markets have almost fully priced in a hold at 3.60%, with rate futures showing less than a 7% chance of a cut when the RBA meets on November 4.