纽币/港币 (NZDHKD) 加自选

香港2024年第一季度经济同比增长2.7%，较上一季度的4.3%大幅放缓，但高于市场最初预计的0.9%。私人消费（1%比第四季度的3.5%）和固定投资（0.3%比17.5%）的增长普遍放缓，而政府支出继续下降（-3%比-5.2%）。在对外贸易方面，商品出口增长加快（6.8%对2.8%），但服务出口增长放缓（8.4%对21.2%），而商品进口（3.3%对3.8%）和服务进口（17.2%对26.7%）均放缓。经季节性调整的季度经济增长2.3%，高于上一季度0.2%的增长，是一年中最大的增长。

Hong Kong’s economic growth was confirmed at 2.7% year-on-year in the first quarter of 2024, sharply easing from a 4.3% growth in the previous period but above initial market estimates of 0.9%. There was a broad slowdown in growth for private consumption (1% vs 3.5% in Q4) and fixed investments (0.3% vs 17.5%), while government spending continued to decline (-3% vs -5.2%). On external trade, growth accelerated for goods exports (6.8% vs 2.8%), but slowed for services exports (8.4% vs 21.2%), while imports slowed for both goods (3.3% vs 3.8%) and services (17.2% vs 26.7%). On a seasonally adjusted quarterly basis, the economy expanded 2.3%, picking up from a 0.2% rise in the prior quarter and marking the largest expansion in a year.

周五，恒生指数上涨177.08点，涨幅0.91%，收于19553.61点，扭转了早盘交易中的跌幅，同时连续第二个交易日上涨，此前中国通过放松抵押贷款规定，重新努力振兴房地产行业。北京还敦促地方政府从建筑商那里购买未售出的房屋，以便改造成经济适用房。与此同时，中国人民银行将首次购房者的最低首付款降至15%，第二次购房者的首付款降至25%。受中国当局为关键项目发行超长债券的推动，市场攀升至9-1/2个月来的最高水平，本周上涨3.1%。交易员们对4月份大陆喜忧参半的数据不屑一顾，因为工业产出增长超过预期，失业率创下五个月新低，而零售销售放缓。房地产股领涨，消费者、科技股和金融股紧随其后。平安保险上涨5.8%，中国海外土地和半导体制造业分别上涨4.6%和1.7%。

The Hang Seng climbed 177.08 points or 0.91% to end at 19,553.61 on Friday, reversing losses in the morning trade while rising for the second session after China launched fresh efforts to revive the property sector by easing mortgage rules. Beijing also urged local governments to buy unsold houses from builders for conversion into affordable ones. Meanwhile, the PBoC cut minimum down payment for first-time homebuyers to 15% and 25% for second-home purchases. Markets climbed to their highest level in 9-1/2 months, jumping 3.1% for the week, boosted by the issuance of ultra-long bonds by Chinese authorities to fund key projects. Traders shrugged off mixed data in the mainland for April, as industrial output growth beat estimates and the jobless rate hit a five-month low while retail sales slowed. Property stock led the upturn, followed by consumers, tech, and financials. Ping An Insurance jumped 5.8% while China Overseas Land and Semiconductor Manufacturing climbed 4.6% and 1.7%, each.

标准普尔/新西兰元50指数周五下跌0.24%，收于11700点，投资者等待新西兰储备银行下周的政策决定。路透社的一项民意调查显示，央行将保持其关键利率稳定，并至少保持到9月。在经济新闻方面，由于第一季度投入和产出价格高于预期，新西兰的生产者通胀率仍在上升。与此同时，在美国，几位美联储官员表示，即使通胀出现缓和迹象，利率可能也需要保持更长时间的高位，交易员们对近期货币政策路径进行了思考。在主要贸易伙伴中国，4月份工业生产增长超过预期，而零售额和固定资产投资增长低于预期。健康服务类股下跌，瑞曼医疗（-4.4%）和萨默塞特健康公司领跌。(-1.1%). 能源板块也下跌，即Meridian（-1.1%）、Contact energy（-1.7%）和Mercury NZ（-2.2%）。该指数本周下跌0.47%。

The S&P/NZX 50 index fell 0.24% to close at 11,700 on Friday, as investors awaited the RBNZ's policy decision due next week. A Reuters poll revealed that the central bank would hold its key interest rate steady and be at a hold at least until September. In economic news, New Zealand’s producer inflation remained elevated, as input and output prices came in higher than expected in Q1. Meanwhile, in the US, traders pondered the near-term monetary policy path after several Fed officials suggested that interest rates may need to stay higher for longer even as inflation showed signs of easing. In key trading partner China, industrial production grew more than expected in April, while retail sales and fixed asset investment rose less than forecasts. Health services stocks dropped, led by Ryman Healthcare (-4.4%) and Summerset Hldgs. (-1.1%). The energy sector also fell, namely Meridian (-1.1%), Contact Energy (-1.7%), and Mercury NZ (-2.2%). The index was down 0.47% for the week.

香港股市在周五早盘交易中下跌30点，跌幅0.16%，至19411点，与前一交易日的上涨有所不同，因为交易员对中国喜忧参半的活动数据做出了反应。官方数据显示，4月份工业产出增长超过预期，但零售额增幅为15个月来最低。此外，固定投资在2024年前四个月的扩张幅度低于预期。本周早些时候，美国总统拜登对包括电动汽车和芯片在内的一些中国商品上调关税。房地产和金融股主要拖累该指数，领头羊腾讯。下跌0.2%。其他跌幅较大的是李汽车（-3.4%）。，安踏体育（-1.6%）和美团（-0.7%）。尽管如此，受北京和香港多项支持措施的提振，恒生指数本周将连续第四次上涨，涨幅超过2%，保持9个多月来的最高水平。与此同时，中国内阁将于今天晚些时候就确保交付未完工房屋的新政策举行简报会。

Shares in Hong Kong fell 30 points or 0.16% to 19,411 on Friday morning deals, shifting from a rally in the prior session as traders reacted to mixed activity data in China. Official figures showed that industrial output growth beat forecasts in April but retail sales rose the least in 15 months. Also, fixed investment expanded less than expected during the first four months of 2024. Earlier in the week, US President Biden launched tariff increases on some Chinese goods, including EVs and chips. Property and financials mainly weighed the index, with bellwether Tencent Hlds. edging down 0.2%. Other decliners were Li Auto (-3.4%)., Anta Sport (-1.6%), and Meituan (-0.7%). Still, the Hang Seng is heading for the fourth straight gain for the week, jumping over 2% to stay at its highest in over nine months, boosted by multiple support measures from Beijing and Hong Kong. Meantime, China's cabinet will hold a briefing later today on new policies to ensure the delivery of unfinished homes.