周四,标准普尔/澳交所200指数上涨0.22%,收于8298点,连续第七个交易日上涨,金融和消费板块的涨幅超过了大宗商品相关股票的跌幅。强劲的劳动力市场报告提振了投资者情绪,该报告显示,4月份经济净增89000个新工作岗位,远远超过了2万个的预测,并将总就业人数推高至创纪录的1464万人。乐观的数据为国内增长前景提供了支持。尽管预计澳大利亚储备银行将在下周的会议上将现金利率下调25个基点至3.85%,但交易员们已经减少了对进一步宽松政策的押注。市场目前预计,到年底,总降息幅度将从几周前的100个基点降至76个基点左右。表现最佳的包括联邦银行(+1.2%)、麦格理集团(+0.8%)、澳新银行集团(+1.7%)、贵族休闲(+2.1%)和Wesfarmers(+2.2%)。
The S&P/ASX 200 Index rose 0.22% to close at 8,298 on Thursday, extending its winning streak to a seventh session as gains in the financial and consumer sectors outweighed losses among commodity-linked stocks. Investor sentiment was buoyed by a strong labor market report, showing the economy added 89,000 net new jobs in April—far surpassing the forecast of 20,000 and pushing total employment to a record 14.64 million. The upbeat data lent support to the domestic growth outlook. Despite expectations that the Reserve Bank of Australia will lower the cash rate by 25 basis points to 3.85% at its meeting next week, traders have scaled back bets on deeper policy easing. Markets now anticipate around 76 basis points of total cuts by year-end, down from 100 basis points just weeks ago. Top performers included Commonwealth Bank (+1.2%), Macquarie Group (+0.8%), ANZ Group (+1.7%), Aristocrat Leisure (+2.1%), and Wesfarmers (+2.2%).