澳元/瑞郎 (AUDCHF) 加自选

澳元攀升至0.645美元左右，创下一周新高，因投资者对4月份稳健的采购经理人指数报告做出反应。数据显示，随着制造业活动接近盈亏平衡水平，澳大利亚私营部门在4月份的增长创下两年来的最大值，而服务业活动连续第三个月保持扩张。最新数据支持了这样一种观点，即澳大利亚储备银行可以在更长时间内保持更高的利率，以应对通胀压力。一些分析师还表示，随着经济活动的回升，澳大利亚储备银行甚至可能在2024年下半年再次加息。投资者现在期待着本周晚些时候国内通胀数据的进一步指导。在外部，随着对更广泛的中东冲突的担忧缓解，澳元也获得了支持。

The Australian dollar climbed to around $0.645, hitting one-week highs as investors reacted to solid purchasing managers index reports for April. Data showed that private sector growth in Australia increased the most in 2 years during April as manufacturing activity approached the break-even level, while services activity remained expansionary for the third consecutive month. The latest figures support the view that the Reserve Bank of Australia could keep interest rates higher for longer to counter inflationary pressures. Some analysts are also suggesting that the RBA could even hike rates again in the second half of 2024 amid a pick-up in activity. Investors now look ahead to domestic inflation numbers later this week for further guidance. Externally, the aussie also found support as worries over a wider Middle East conflict eased.

标准普尔/澳交所200指数周二攀升0.4%，收于7680点以上，连续第二个交易日上涨，随着对更广泛中东冲突的担忧缓解，华尔街隔夜出现科技股主导的反弹。与此同时，大宗商品价格走软预计将拖累资源密集型股市。在其他地方，投资者消化了显示澳大利亚私营部门活动在4月份创下两年新高的数据，因为制造业活动显示出接近稳定的迹象。权重金融股领涨，英联邦银行（1.1%）、西太平洋银行（1.3%）、澳新银行集团（1%）、澳大利亚国家银行（1.3%）和麦格理集团（0.9%）领涨。医疗保健、科技和消费相关股票也上涨。与此同时，黄金股因金价下跌而继续下跌，北方之星资源公司（-3.3%）和进化矿业公司（-3.6%）下跌。

The S&P/ASX 200 Index climbed 0.4% to above 7,680 on Tuesday, rising for the second straight session and tracking a tech-led rebound on Wall Street overnight as worries over a wider Middle East conflict eased. Meanwhile, softer commodity prices are expected to drag on the resource-heavy bourse. Elsewhere, investors digested data showing private sector activity in Australia hit a two-year high in April as manufacturing activity showed signs of near-stability. Heavyweight financial stocks led the charge, with gains from Commonwealth Bank (1.1%), Westpac banking (1.3%), ANZ Group (1%), National Australia Bank (1.3%) and Macquarie Group (0.9%). Healthcare, technology and consumer-related stocks also advanced. Meanwhile, gold stocks extended losses on weaker bullion prices, with losses from Northern Star Resources (-3.3%) and Evolution Mining (-3.6%).

闪光数据显示，柔道银行-澳大利亚综合产出指数从上月的53.3升至2024年4月的53.6。澳大利亚私营部门连续第三个月扩张，增速为2022年4月以来最快。虽然商业活动增长主要由服务业推动，但制造业产出的下降速度放缓至八个月来的最低水平。这得益于新订单减少的放缓，而服务和新业务流入的加快导致整体新订单以近两年来最快的速度增长。公司增加了员工数量以应对持续的工作量，这主要发生在服务业。第二季度初，由于制造业和服务业的成本通胀上升，投入品价格上涨速度更快。然而，由于一些公司旨在支持销售，销售价格的增长速度连续第二个月放缓。

The Judo Bank Australia Composite Output Index increased to 53.6 in April 2024 from 53.3 in the preceding month, flash data showed. The Australian private sector expanded for a third consecutive month and at the quickest pace since April 2022. While business activity growth was mainly driven by the service sector, the rate of decline in manufacturing output slowed to the least in eight months. This was supported by a slower reduction in new orders, while faster inflows of services and new business led to overall new orders rising at the fastest pace in nearly two years. Firms increased their staff levels to cope with ongoing workloads, mainly observed in the service sector. Input prices rose at a quicker rate at the start of the second quarter, attributed to rising cost inflation in both the manufacturing and service sectors. However, the pace of increase in selling prices eased for a second successive month as some firms aimed to support sales.

初步数据显示，柔道银行澳大利亚4月制造业采购经理人指数从3月的47.3升至49.9。这表明制造业在第二季度初几乎稳定下来。这一改善得到了新订单下降放缓的支持，新订单下降速度为8月以来最慢，导致产量略有下降。就业水平和采购库存也以较慢的速度下降。价格压力加剧，由于原材料和货币兑换成本增加，投入成本和产出价格通胀率都在加速。受国内外销售好转的预期推动，4月份商业信心有所改善，达到14个月来的最高水平。

The Judo Bank Flash Australia Manufacturing PMI for April increased to 49.9 from 47.3 in March, preliminary figures showed. This indicates that the manufacturing sector nearly stabilized at the beginning of the second quarter. This improvement was supported by a slower decline in new orders, with incoming new orders falling at the slowest pace since August, leading to a marginal reduction in output. Employment levels and stocks of purchases also declined at slower rates. Price pressures intensified, with both input cost and output price inflation rates accelerating due to higher raw material and currency conversion costs. Business confidence improved in April, reaching the joint-highest level in 14 months, driven by expectations of better domestic and external sales.