标准普尔/澳交所200指数周四收盘几乎持平,收于8539点,与4月份贸易平衡数据低于预期后的早盘涨幅相呼应,引发了人们对出口部门可能比最初预期更容易受到关税影响的担忧。澳大利亚4月贸易顺差收窄至54.1亿澳元,低于预期,低于3月修订后的68.9亿澳元。下降的原因是出口下降2.4%,进口增长1.1%。在地缘政治方面,贸易发展也引起了人们的关注,因为特朗普称与习打交道“极其困难”,尽管早些时候有人建议两位领导人可以在本周发表讲话,而中国则着眼于与空客达成一项重大协议,以向更紧密的欧盟关系转变。在企业方面,CSL有限公司(-1.3%)、麦格理集团(-0.4%)和伍德赛德能源公司(0.4%)出现亏损。从好的方面来看,在汽车制造商警告中国的出口限制可能会扰乱生产后,莱纳斯稀土公司股价飙升12.5%,达到两年来的最高点。
The S&P/ASX 200 Index closed nearly flat to 8,539 on Thursday, pairing earlier gains after April’s trade balance figures missed expectations, raising concerns that the export sector may be more vulnerable to tariff impacts than initially expected. Australia’s trade surplus narrowed to AUD 5.41 billion in April, below expectations and down from a revised AUD 6.89 billion in March. The decline was driven by a 2.4% fall in exports and a 1.1% rise in imports. On the geopolitical front, trade developments also drew attention as Trump called it “extremely hard” to deal with Xi, despite earlier suggestions that the two leaders could speak this week, while China eyes a major Airbus deal in a shift toward closer EU ties. On the corporate front, losses were seen from CSL Limited (-1.3%), Macquarie Group (-0.4%), and Woodside Energy (-0.4%). On the upside, Lynas Rare Earths surged 12.5% to a two-year high after automakers warned China's export curbs could disrupt production.