标准普尔/澳交所200指数周二下跌0.19%，收于8819点，扭转了早盘的涨势，因为联邦银行的大幅下跌拖累了大盘走低。由于持有更多现金和低收益流动资产，澳大利亚最大银行的股价在净息差收窄的情况下下跌了6.6%。澳大利亚国民银行也下跌1.3%，澳新银行集团和西太平洋银行分别上涨0.4%和1.3%。其他显著下跌的公司包括医疗保健公司CSL Ltd（-0.4%）、铁矿石开采商Fortescue（-0.2%）和物流软件公司Wisetech Global（-0.3%）。在数据方面，一项私人调查显示，11月澳大利亚消费者信心环比飙升12.8%，为多年来最强劲的增长，反映出经济复苏和外部风险缓解的迹象更加明显。

The S&P/ASX 200 Index shed 0.19% to close at 8,819 on Tuesday, reversing gains from earlier in the session as a steep drop in Commonwealth Bank dragged the broader market lower. Shares of Australia’s largest lender slumped 6.6% amid a narrowing net interest margin, as the bank held more cash and low-yield liquid assets. National Australia Bank also lost 1.3%, while ANZ Group and Westpac Banking rose 0.4% and 1.3%, respectively. Other notable decliners include healthcare firm CSL Ltd (-0.4%), iron ore miner Fortescue (-0.2%) and logistics software company Wisetech Global (-0.3%). On the data front, a private survey showed Australian consumer sentiment surged 12.8% month-on-month in November, the strongest rise in years, reflecting clearer signs of economic recovery and easing external risks.

澳元/日元价格预测：由于担心干预，看涨前景仍在100.50附近。澳元/日元价格预测：由于担心干预，看涨前景仍在100.50附近

AUD/JPY Price Forecast: Bullish outlook remains in play near 100.50 amid intervention fears.AUD/JPY Price Forecast: Bullish outlook remains in play near 100.50 amid intervention fears

澳大利亚国民银行商业信心指数从前一个月的7降至2025年10月的6，但仍高于长期平均水平。与此同时，受销售（19比14）和盈利能力（9比6）增强的支撑，商业状况略有改善（9比8），而就业人数保持不变（3）。与此同时，价格压力有所缓解，采购成本每季度上涨1%，劳动力成本上涨1.5%。产能利用率也从83.3%微升至83.4%，表明活动水平仍然很高。NAB首席经济学家Sally Auld表示，商业环境的持续强劲表明，经济保持了自2024年底以来建立的势头。然而，她指出，增长是在闲置产能有限的情况下发生的，高利用率和持续的工资和利润压力仍然对信心造成压力。

Australia’s NAB Business Confidence Index edged down to 6 in October 2025 from 7 in the previous month, though it remained above the long-run average. Meantime, business conditions improved slightly (9 vs 8 in September), supported by stronger sales (19 vs 14) and profitability (9 vs 6), while employment remained unchanged (at 3). Simultaneously, price pressures eased, with purchase costs rising at a quarterly rate of 1% and labour costs at 1.5%. The capacity utilisation rate also inched up to 83.4% from 83.3%, indicating activity levels remain high. NAB Chief Economist Sally Auld said the continued strength in business conditions shows the economy has maintained the momentum built since late 2024. However, she noted that growth is occurring amid limited spare capacity, with high utilisation and persistent wage and margin pressures still weighing on confidence.

标准普尔/澳交所200指数周二上涨0.2%，收于8850点以上，连续第二个交易日攀升，此前华尔街在人工智能名称反弹的背景下隔夜反弹，并希望美国政府长期停摆可能很快结束。在澳大利亚，一项私人调查显示，11月消费者信心环比上涨12.8%，这是多年来最强劲的增长，因为经济复苏和外部风险缓解的迹象更加明显。金融股领涨，澳新银行集团、西太平洋银行和麦格理集团上涨1%至1.5%，尽管联邦银行在令人失望的季度业绩后下跌4.5%。资源股也因基础价格走强而继续上涨，包括Lynas Rare Earths（1.3%）、Pilbara Minerals（5.1%）、Northern Star Resources（4%）和Woodside Energy（1%）。

The S&P/ASX 200 Index rose 0.2% to above 8,850 on Tuesday, climbing for the second straight session after Wall Street rallied overnight on the back of a rebound in AI names and hopes that the prolonged US government shutdown may soon end. In Australia, a private survey showed consumer sentiment jumped 12.8% month-on-month in November, the strongest increase in years amid clearer signs of economic recovery and easing external risks. Financial stocks led gains, with ANZ Group, Westpac Banking, and Macquarie Group climbing 1% to 1.5%, though Commonwealth Bank dropped 4.5% after disappointing quarterly results. Resource stocks also continued to rally on stronger underlying prices, including Lynas Rare Earths (1.3%), Pilbara Minerals (5.1%), Northern Star Resources (4%), and Woodside Energy (1%).