标准普尔/澳交所200指数周一下跌0.7%，至8693点，从上一交易日的历史高点回落，因为投资者在本周澳大利亚储备银行会议纪要和行长米歇尔·布洛克发表演讲之前变得谨慎。此前，澳大利亚储备银行在7月份的政策会议上出人意料地将现金利率稳定在3.85%，打破了市场对降息25个基点的预期。经济学家预计，在劳动力市场平衡和谨慎乐观的增长前景的支持下，澳大利亚储备银行将在今年晚些时候开始放松政策，预计到2026年初，现金利率将降至3.1%左右。与此同时，随着美国财政部长吉姆·查尔莫斯（Jim Chalmers）谈到美国可能对药品征收高达200%的关税，人们对贸易紧张局势的担忧日益加剧。在企业方面，金融股对该指数造成沉重压力，西太平洋银行下跌1.5%，领跌该行业。相比之下，在宣布纳入标准普尔500指数之际，Block股份有限公司股价飙升10.6%，创五个月新高。
The S&P/ASX 200 fell 0.7% to 8,693 on Monday, retreating from an all-time high in the previous session, as investors turned cautious ahead of this week’s release of the RBA meeting minutes and a speech by Governor Michele Bullock. This comes after the RBA unexpectedly held its cash rate steady at 3.85% during its July policy meeting, defying market expectations of a 25 bps cut. Economists expect the RBA to begin easing later this year, with the cash rate forecast to fall to around 3.1% by early 2026, supported by balanced labor market conditions and a cautiously optimistic growth outlook. Meanwhile, concerns grew over trade tensions, as Treasurer Jim Chalmers addressed potential US tariffs of up to 200% on pharmaceutical goods. On the corporate front, financial stocks weighed heavily on the index, with Westpac Banking Corporation declining 1.5% to lead the sector. In contrast, Block Inc. surged 10.6% to a five-month high amid the announcement of its inclusion in the S&P 500.
