标准普尔/澳交所200指数周三上涨0.7%，收于8756点，创下历史新高，结束了连续四个交易日的下跌，主要银行在疲软的通胀数据提振了对澳大利亚储备银行8月份降息的押注后上涨。澳大利亚第二季度的整体通胀率从2.4%降至2.1%，略低于2.2%的预测，而澳大利亚储备银行首选的削减平均指标从2.9%降至2.7%，保持在2-3%的目标区间内。通胀疲软，加上最近劳动力市场疲软，导致市场完全消化了8月份降息25个基点的预期，并预计到年底利率将降至3.1%。与此同时，由于美国商务部长卢特尼克排除了任何推迟特朗普周五关税最后期限的可能性，而与中国的单独贸易谈判也没有取得进展，谨慎态度依然存在。在企业方面，金融股上涨1.4%，四大银行上涨1%至1.6%，这得益于对较低利率将提振信贷需求和盈利能力的乐观情绪。房地产股也上涨1.2%，URW领涨（0.7%）。

The S&P/ASX 200 climbed 0.7% to a fresh record close of 8,756 on Wednesday, ending its four-session losing streak, driven by gains in major banks after soft inflation data boosted bets of an RBA rate cut in August. Australia’s headline inflation eased to 2.1% in Q2 from 2.4%, slightly below the 2.2% forecast, while the RBA’s preferred trimmed mean measure slowed to 2.7% from 2.9%, staying within the 2–3% target band. The soft inflation print, alongside recent labor market weakness, led markets to fully price in a 25bps rate cut in August and expect rates to fall to 3.1% by year-end. Meanwhile, caution lingered as US Commerce Secretary Lutnick ruled out any delay to Trump’s Friday tariff deadline, while separate trade talks with China ended without progress. On the corporate side, financials jumped 1.4%, with the Big Four banks up 1% to 1.6%, supported by optimism that lower rates will boost credit demand and profitability. Real estate stocks also advanced 1.2%, led by URW (0.7%).