周四，新西兰基准标准普尔/新西兰元50指数上涨1.1%，收于11873点，结束了连续五天的下跌，追随美国通胀数据公布和美联储政策决定后华尔街隔夜的涨势。美国最近的数据显示，通胀率低于预期，而央行保持利率稳定，正如人们普遍预期的那样，并调整了点图，预测今年只会降息一次。在国内，新西兰5月份经季节性调整的电子卡交易量较上月下降1.1%，至6.449亿新西兰元。投资者现在等待该国5月份的食品通胀数据和制造业PMI。在各行业中，金融业领涨，西太平洋银行（1.5%）和澳新银行集团控股（2.1%）大幅上涨。其他指数权重股也上涨，包括Fisher&Paykel（1.6%）、Meridian Energy（0.2%）、Auckland Intl Airport（0.5%）和Mercury NZ（0.5%）。

New Zealand's benchmark S&P/NZX 50 index jumped 1.1% to close at 11,873 on Thursday, snapping a five-day losing streak, tracking an overnight rally on Wall Street after the release of US inflation data and the Federal Reserve’s policy decision. Recent US data revealed a lower-than-expected inflation rate, while the central bank maintained its interest rates steady as widely expected and adjusted its dot plot to forecast just one rate cut this year. At home, the seasonally adjusted electronic card transactions in New Zealand declined by 1.1% from a month earlier to NZD 6,449 million in May. Investors now await the country’s food inflation data and manufacturing PMI for the month of May. Among sectors, financials led the charge, with sharp gains from Westpac Banking Corp (1.5%), and ANZ Group Holdings (2.1%). Other index heavyweights also rose, including Fisher & Paykel (1.6%), Meridian Energy (0.2%), Auckland Intl Airport (0.5%), and Mercury NZ (0.5%).

新西兰元保持在0.618美元左右，本周迄今上涨超过1%，这得益于美元在5月份美国通胀数据低于预期的情况下大幅下跌。美联储还表示，今年只降息一次，最晚可能在12月，但点图显示，2025年的降息路径将更加激进。在国内，新西兰储备银行表示今年无意降息，预计要到2025年年中才会降息。尽管面临经济挑战，但政策制定者警告称，通胀上行风险依然存在。尽管如此，市场仍认为新西兰储备银行最早在今年10月放松政策的可能性约为44%。

The New Zealand dollar held around $0.618 and is up more than 1% so far this week, benefitting from a sharp decline in the US dollar amid softer-than-expected US inflation figures for May. The Federal Reserve also signaled only one interest rate cut this year which could come as late as December, but the dot plot indicated a more aggressive cutting path for 2025. Domestically, the Reserve Bank of New Zealand signaled no intention to reduce rates this year, with a move not expected until mid-2025. Despite economic challenges, policymakers warned that upside risks to inflation remain. Still, markets are pricing in about a 44% chance that the RBNZ would ease policy as early as October this year.

新西兰股市在周四早盘交易中上涨18点，涨幅0.2%，至11760点，在前一交易日下跌后试图上涨，主要受能源、金融和房地产上涨的支撑。NZX 50指数跟随标准普尔和纳斯达克华尔街指数隔夜大幅上涨，均创下历史新高。周三，新西兰最大贸易伙伴中国的经济数据提振了市场情绪，尽管在政府的多项支持措施下，消费者价格上涨幅度低于预期，但中国大陆的生产者价格出现了15个月来的最低跌幅。交易员们现在预计，新西兰5月份的食品通胀和商业表现将公布，此前该国4月份的采购经理人指数有所改善，尽管仍处于收缩状态。在个股中，亨德森远东收入上涨1.7%，Gentrack集团上涨1.1%，Scales Corporation上涨1.1%，恒天然股东基金上涨1%，Summerset Group Holdings上涨0.8%。

New Zealand's shares advanced 18 points or 0.2% to 11,760 in morning trade on Thursday, attempting to rise after falling in the previous session, mainly supported by gains from energy, financials, and real estate. The NZX 50 tracked a sharp rise on S&P and Nasdaq's Wall Street overnight, with both notching record peaks. Wednesday's economic data from New Zealand's top trading partner, China, lifted sentiment, as producer prices in the mainland fell the least in 15 months, despite consumer prices rising less than expected amid multiple support measures from the government. Traders now anticipate releases of New Zealand's food inflation and business performance for May after the PMI in the country improved in April despite remaining contraction. Among single shares, Henderson Far East Income surged 1.7%, Gentrack Group gained 1.1%, Scales Corporation climbed 1.1%, Fonterra Shareholders' Fund rose 1%, and Summerset Group Holdings was up 0.8%.

2024年5月，经季节性调整，新西兰电子卡交易额较上月下降1.1%，至6.449亿新西兰元。下降的主要原因是：酒店业（4月份为-2.0%，4月份为-0.7%）；燃料（-2.8%对-1.2%）；耐用品（-1%-0.8%）；机动车，不包括燃料（-4.8%对-0.5%）；服装（-1.2%对-1.9%）和消耗品（0.1%对-0.3%）。电子卡交易继上月下降3.8%后，按年下降1.6%。

Electronic card transactions in New Zealand declined by 1.1% from a month earlier on a seasonally adjusted basis to NZD 6449 million in May 2024. The main contributors to the fall were: hospitality (-2.0% vs -0.7% in April); fuel (-2.8% vs -1.2%); durables (-1% vs -0.8%); motor vehicles, excluding fuel (-4.8% vs -0.5%); apparel (-1.2% vs -1.9%) and consumables (0.1% vs -0.3%). On an annual basis, electronic card transactions dropped by 1.6%, following a 3.8% fall in the previous month.