标准普尔/澳交所200指数周三下跌近1%，至8545点左右，从前一交易日的创纪录水平回落，受黄金股大幅下跌拖累。由于6月通胀数据高于预期，引发了人们对长期高利率和潜在进口税的担忧，华尔街隔夜的微弱领先抑制了市场情绪。在最新的贸易新闻中，特朗普将印尼商品的关税降至19%，以换取重大的购买承诺，同时警告对小国征收超过10%的关税。在国内，焦点转向周四的就业报告，预计6月份将增加2万个工作岗位，失业率稳定在4.1%。市场预计，8月份澳大利亚储备银行降息的可能性为80%，到2026年初，将有75个基点的宽松政策。在企业方面，金矿商股价下跌2.7%，为7月9日以来最大盘中跌幅，纽蒙特暴跌4.8%，北极星下跌2.4%。医疗保健、主要银行和矿商也面临压力。
The S&P/ASX 200 dropped nearly 1% to around 8,545 on Wednesday, retreating from a record level finish in the prior session, dragged down by sharp losses in gold stocks. Sentiment was dampened by a weak lead from Wall Street overnight, as hotter-than-expected June inflation data reignited concerns about prolonged high interest rates and potential import levies. In the latest trade news, Trump cuts tariffs on Indonesian goods to 19% in exchange for major purchase commitments, while warning of over 10% tariffs on smaller nations. At home, focus turns to Thursday’s jobs report, with expectations for a gain of 20 thousand jobs in June and a steady unemployment rate of 4.1%. Markets see an 80% chance of an RBA rate cut in August, with 75 bps of easing priced in by early 2026. On the corporate side, gold miners fell as much as 2.7% in their biggest intraday drop since July 9, with Newmont plunging 4.8% and Northern Star down 2.4%. Healthcare, major banks, and miners were also under pressure.
