新西兰股市周四早盘上涨48点，涨幅0.3%，创下13614点的新高，连续第三天上涨。以工业服务、医疗保健和通信为主导的广泛行业实力推动了这一进步。新西兰储备银行出人意料地降息50个基点，以及进一步放松以支持疲软经济的信号，提振了投资者情绪。在全球范围内，纳斯达克指数周三收于创纪录水平，此前联邦公开市场委员会会议纪要显示，在劳动力市场疲软和通胀风险缓解的情况下，大多数美联储官员支持今年降息。在最大的贸易伙伴中国，经过一周的假期后，市场将于今天晚些时候重新开放，这可能会增加动力。然而，上行空间受到持续的全球逆风的限制，包括美国政府持续关闭和欧洲政治风险上升。其中，T&G Global上涨了5%，Ryman Healthcare（3.9%）、Spark NZ（2.3%）和PGG Wrightson（1.7%）也上涨了5%。

New Zealand stocks added 48 points, or 0.3%, to a fresh record high of 13,614 in Thursday’s morning session, extending gains for the third straight day. Broad-based sector strength led by industrial services, healthcare, and communications fueled the advance. Investor sentiment was buoyed by the Reserve Bank of New Zealand’s surprise 50bps rate cut and signals of further easing to support the sluggish economy. Globally, the Nasdaq closed at a record on Wednesday after FOMC minutes revealed most U.S. Fed officials favor rate cuts this year amid a weakening labor market and easing inflation risks. In top trading partner China, markets are set to reopen later today after a week-long holiday, potentially adding momentum. However, upside was capped by lingering global headwinds, including the ongoing U.S. government shutdown and rising political risks in Europe. Among notable movers, T&G Global surged 5%, along with Ryman Healthcare (3.9%), Spark NZ (2.3%), and PGG Wrightson (1.7%).

新西兰基准s&P/NZX 50指数周三上涨0.3%，收于13568点，创历史最高收盘点位，此前储备银行出人意料地降息幅度大于预期，并表示将进一步降息。新西兰储备银行将官方现金利率下调50个基点至2.50%，为2022年7月以来的最低水平，称大幅下调是重振疲软经济的必要条件。自2024年8月以来，央行共降息300个基点，通货膨胀率保持在1%-3%的目标范围内，政策制定者有进一步放松政策的空间。行业表现总体积极，公用事业、房地产和消费服务表现突出。在能源供应商中，Meridian（+2.8%）、Mercury NZ（+1.5%）、Genesis（+1.65%）和Vector（+2.8%.）均实现稳健增长。SkyCity娱乐公司（+5.0%）提振了消费者服务。此外，工业地产（+3.15%）、Stride地产（+2.7%）、Kiwi地产（+0.9%）和Argosy地产（+0.8%）上涨。

New Zealand's benchmark S&P/NZX 50 index rose 0.3% to close at 13,568 on Wednesday, its highest closing level on record, after the Reserve Bank surprised markets with a larger-than-expected rate cut and signaled further reductions. The RBNZ slashed its official cash rate by 50bps to 2.50%, the lowest level since July 2022, saying the outsized cut was necessary to revive a weakened economy. Since August 2024, the central bank has lowered rates by a total of 300bps, and with inflation remaining within its 1%–3% target range, policymakers have room to ease policy further. Sector performance was broadly positive, with notable strength in utilities, property, and consumer services. Among energy providers, Meridian (+2.8%), Mercury NZ (+1.5%), Genesis (+1.65%), and Vector (+2.8%) posted solid gains. Consumer services were buoyed by SkyCity Entertainment (+5.0%). Also, Property for Industry (+3.15%), Stride Property (+2.7%), Kiwi Property (+0.9%), and Argosy Property (+0.8%) advanced.

新西兰央行10月出人意料地宣布降息0.50%后，新西兰元暴跌。市场预期新西兰储备银行本周将降息0.25%，但央行出人意料地降息0.50%。看看Kiwi对的反应。

NZD Plummets After RBNZ Announced a Surprise 0.50% Rate Cut in October.Market expectations were for the RBNZ to lower rates by 0.25% this week, but the central bank surprised with an even larger 0.50% reduction. Check out how Kiwi pairs reacted.

RBNZ评论：OCR按预期下降50个基点至2.5%。今天，新西兰储备银行货币政策委员会宣布，已决定将OCR下调50个基点至2.5%。该决定是协商一致作出的，因此不需要投票。

RBNZ Review: OCR reduced by 50bps to 2.5%, as expected.Today the RBNZ's MPC announced that it had decided to lower the OCR by 50bps to 2.5%. The decision was made by consensus, so no vote was required.