标准普尔/澳交所200指数周一上涨0.4%，收于9032点，抹去了早些时候的跌幅，因为市场情绪有所改善，对美澳贸易谈判可能取得突破持乐观态度。澳大利亚总理安东尼·阿尔巴内塞将在美国会见唐纳德·特朗普总统，以推广澳大利亚的关键矿产储量，作为应对中国稀土供应限制的关键替代方案。Albanese预计将推动就关键矿产达成双边协议，并重申美国对AUKUS协议的承诺，其中包括美国支持向澳大利亚提供核动力潜艇。金融股表现突出，澳大利亚联邦银行上涨2.6%，西太平洋银行上涨1.2%，澳大利亚国民银行上涨1%。然而，黄金和矿业股的回落限制了更广泛的市场涨幅，Evolution mining暴跌4.9%，Northern Star下跌3.6%，而必和必拓集团和力拓分别下跌1.1%和0.6%。

The S&P/ASX 200 rose 0.4% to close at 9,032 on Monday, erasing earlier losses as market sentiment improved amid optimism over a potential breakthrough in US-Australia trade talks. Prime Minister Anthony Albanese is set to meet President Donald Trump in the US to promote Australia’s critical mineral reserves as a key alternative to counter China’s rare earth supply curbs. Albanese is expected to push for a bilateral agreement on critical minerals and to reaffirm US commitment to the AUKUS pact, which includes American support for supplying Australia with nuclear-powered submarines. Financial stocks were among the standout performers, with Commonwealth Bank of Australia climbing 2.6%, Westpac Banking Corporation gaining 1.2%, and National Australia Bank adding 1%. However, broader market gains were capped by a pullback in gold and mining stocks, with Evolution Mining plunging 4.9%, Northern Star sliding 3.6%, while BHP Group and Rio Tinto losing 1.1% and 0.6%, respectively.

澳元/日元上涨至98.00以上，高一即将成为首位女首相。澳元/日元上涨至98.00以上，高一即将成为首位女首相

AUD/JPY strengthens above 98.00 as Takaichi poised to become first female Prime Minister.AUD/JPY strengthens above 98.00 as Takaichi poised to become first female Prime Minister

澳大利亚10年期债券收益率升至4.15%左右，试图从六个月低点反弹，因为投资者继续评估储备银行的政策前景。最近的数据显示，9月份失业率意外上升至近四年来的最高点，增加了11月份降息的可能性。然而，这一观点仍然受到通胀粘性的挑战，官员们最近表示，第三季度的通胀可能会高于预期。这与澳大利亚储备银行最新会议纪要的基调相呼应，该纪要强调了对持续价格压力的谨慎态度。投资者现在正密切关注本周晚些时候澳大利亚储备银行官员的讲话，以获取有关货币政策方向的进一步线索。与此同时，美澳贸易谈判的潜在突破可能会提振市场情绪，因为预计澳大利亚总理安东尼·阿尔巴内塞将强调澳大利亚巨大的关键矿产储量是抵消中国稀土供应限制的战略选择。

Australia’s 10-year bond yield rose to around 4.15%, attempting to rebound from a six-month low as investors continued to assess the Reserve Bank’s policy outlook. Recent data showed a surprise uptick in the jobless rate to a near four-year high in September, increasing the likelihood of a rate cut in November. However, this view remains challenged by sticky inflation, with officials recently suggesting that Q3 inflation could come in above forecasts. This echoed the tone of the latest RBA minutes, which highlighted caution over persistent price pressures. Investors are now closely watching speeches from RBA officials later this week for further clues on the direction of monetary policy. Meanwhile, a potential breakthrough in US–Australia trade discussions could lift market sentiment, as Prime Minister Anthony Albanese is expected to highlight Australia’s vast critical mineral reserves as a strategic alternative to offset China’s rare earth supply restrictions.

周一，澳元走强至0.650美元左右，延续了前一交易日的涨势，对美澳贸易谈判可能取得突破持乐观态度。澳大利亚总理安东尼·阿尔巴内塞计划在华盛顿会见美国总统唐纳德·特朗普，届时他将介绍澳大利亚丰富的关键矿产储量，作为应对中国稀土供应限制的关键替代方案。预计总理将寻求就关键矿产合作达成双边协议，同时重申美国对AUKUS协议的战略承诺，根据该协议，澳大利亚将在获得核动力潜艇方面得到美国的支持。在国内方面，投资者正密切关注澳大利亚储备银行官员本周晚些时候的讲话，以寻找有关货币政策方向的线索，尤其是在失业率意外上升后，对潜在降息的预期加剧之际。

The Australian dollar strengthened to around $0.650 on Monday, extending gains from the previous session amid optimism over a potential breakthrough in US-Australia trade talks. Prime Minister Anthony Albanese is scheduled to meet with US President Donald Trump in Washington, where he will present Australia’s extensive critical mineral reserves as a key alternative to counter China’s rare earth supply curbs. The Prime Minister is expected to pursue a bilateral accord on critical minerals cooperation, while also reaffirming the United States’ strategic commitment to the AUKUS pact, under which Australia is set to receive support from the US in obtaining nuclear-powered submarines. On the domestic front, investors are closely watching speeches from RBA officials later this week for clues on the direction of monetary policy, especially as expectations for a potential rate cut have intensified following an unexpected rise in the unemployment rate.