周二,澳洲股市逆转局势,收于高位。此前,澳洲央行决定将利率维持不变,并表示需要用更多的时间评估加息带来的影响。
S&P/ASX 200指数上涨0.5%,收于7,279点高位,成为自6月21日以来最高收盘水平。该基准指数周一上涨了0.6%。
在7月的会议中,澳联储(RBA)将现金利率保持在4.10%,为11年来的最高位,但澳联储重申或将进一步加息以遏止通胀。
投资者更希望利率在7月保持不变,但经济学家意见不一。在路透社调查的31位经济学家中,有16位预计央行将会加息,其余则预测利率将保持不变。
AETOS 艾拓思资本集团投研部主管Glenn Yin表示:“澳联储已经完全转变为数据依赖型模式,这与美联储十分相似,虽然不排除进一步加息的可能,但目前来看,最艰难的阶段已经过去。”
巴克莱银行分析师认为,澳联储的鹰派立场如今已减弱,预计8月将进行最后一次加息,并在明年第一季度将会开始降息。
大部分子指数在收盘时出现上涨趋势,权重金融股上涨1.1%,为自5月2日以来最高收盘水平。四大银行也上涨了超过1%。
黄金股上涨1.9%,其中Northern Star Resources和Newcrest Mining Ltd分别上涨了1.6%和1.2%。
能源股和矿业股分别上涨了1.2%和0.2%。
澳新银行分析师预测,澳新银行将在七月加息,他表示,包括第二季度消费者价格通胀、劳动力市场状况、消费部门发展以及可能的通胀路径在内的一系列因素将指导他们未来的观点。
新西兰的基准S&P/NZX 50指数上涨了0.5%,达到11,980.33点。
采访原文
Financials lead Australian shares higher after cenbank holds rates
July 4 (Reuters) - Australian shares reversed course to close higher on Tuesday, boosted by financial stocks, after the countrys central bank held interest rates steady saying it wanted more time to assess the impact of past hikes.
The S&P/ASX 200 index closed 0.5% higher at 7,279 points, their highest close since June 21. The benchmark added 0.6% on Monday.
The Reserve Bank of Australia (RBA) kept its cash rate steady at an 11-year high of 4.10% in its July policy meeting, but reiterated its warning that further tightening might be needed to stamp out inflation.
Investors had been leaning towards a pause in July, but economists were divided on the outcome, with 16 out of 31 polled by Reuters expecting a hike and the rest forecasting the bank to stand pat.
“RBA has fully switched to a data-dependent mode similar to the Fed. Though further hikes cant be ruled out, it is safe to say most of the heavy lifting has been done now,” said Glenn Yin, head of research and analysis at AETOS Capital Group.
Analysts at Barclays think the RBA is now turning less hawkish and expect one final hike in August. They expect rate cuts to start in the first quarter next year.
Most sub-indexes closed the session in the green, with heavyweight financial stocks gaining 1.1%, their highest close since May 2. The so-called “big four” banks gained over 1%.
Gold stocks climbed 1.9%, with Northern Star Resources and Newcrest Mining Ltd rising 1.6% and 1.2% respectively.
Energy stocks and mining stocks climbed 1.2% and 0.2%, respectively.
ANZ analysts, who expected RBA to raise rates in July, said that a range of factors including second-quarter consumer price inflation, labour market conditions, developments in the consumer sector and the likely path of inflation will guide their views going forward.
New Zealands benchmark S&P/NZX 50 index advanced 0.5% to 11,980.33 points.







