纽币/瑞郎 (NZDCHF) 加自选

周三，新西兰基准标准普尔/新西兰元50指数上涨1.21%，收于11946点，扭转了前一交易日的跌幅，创下自11月15日以来的最大单日涨幅，市场领导者费雪派克上涨5%。Fisher&Paykel在麻醉市场的机会促使Forsyth Barr将这家医疗器械制造商从表现不佳升级为中性，将其目标价格上调10%，至每股25.90新西兰元。在经济方面，新西兰3月份出现贸易顺差，出口增长至10个月高点，进口下降至2个月低点。进口需求放缓反映出经济低迷，因为家庭和公司都感受到了高利率的压力。其他指数权重股也出现了显著上涨，如奥克兰国际机场（1%）、新西兰水星（1.1%）、埃博拉集团（1.9%）、Contact Enegry（1.2%）和A2 Milk（2.5%）。

New Zealand's benchmark S&P/NZX 50 index climbed 1.21% to close at 11,946 on Wednesday, reversing losses from the previous session and marking its strongest one-day gain since November 15th, as market leader Fisher & Paykel surged 5%. Fisher & Paykel's opportunity in the anesthesia market prompts Forsyth Barr to upgrade the medical device maker to neutral, from underperform, raising its price target by 10% to NZ$25.90 per share. On the economic front, New Zealand posted a trade surplus in March, as exports grew to a 10-month high while imports fell to a 2-month low. Slowing demand for imports reflects a sluggish economy, as both households and companies feel the weight of high interest rates. Notable gains were also seen from other index heavyweights such as Auckland Intl Airport (1%), Mercury NZ (1.1%), Ebos Group (1.9%), Contact Enegry (1.2%), and The A2 Milk (2.5%).

由于风险情绪改善和美元小幅走软，新西兰元走强至0.594美元以上。风险偏好继续从上周的疯狂避险中恢复，投资者预计伊朗和以色列之间的冲突不会进一步扩大。新西兰人还受益于美元走弱，此前最新数据显示，美国制造业和服务业放缓，重新启动了降息押注。在国内，新西兰储备银行本月将官方现金利率保持在5.5%，并表示需要在一段持续的时间内保持政策限制，以使通胀率回到1-3%的目标区间。2024年前三个月，该国的年通货膨胀率降至4%，为2021年第二季度以来的最低水平。

The New Zealand dollar strengthened past $0.594, amid an improved risk sentiment and a modest US Dollar weakness. Risk appetite continued to recover from a frenetic flight to safety last week, with investors expecting that conflicts between Iran and Israel will not widen further. The Kiwi also benefited from a weaker US dollar after latest data showed that the US manufacturing and services sectors slowed, reviving interest rate cut bets. Domestically, the Reserve Bank of New Zealand kept the official cash rate at 5.5% this month and said it needs to keep policy restrictive for a sustained period to return inflation to its 1-3% target band. The country’s annual inflation eased to 4% in the first three months of 2024, the lowest since Q2 of 2021.

新西兰股市在周三早盘交易中上涨13点，涨幅0.1%，至11817点，本周初收盘下跌，交易员正在消化3月份的商品数据。上个月，该国出口同比增长3.5%，达到10个月来的最高点65亿新西兰元，进口下降25%，达到近2年来的最低点59亿新西兰元。在华尔街，科技权重股的反弹周一提振了整个股市，此前中东危机导致了最近的抛售，并表明美联储将在更长时间内保持更高的利率。在主要贸易伙伴中国，央行一名高级官员表示，经济复苏正在巩固，第一季度强劲的GDP数据和疲软的3月数据突显了这一点。医疗保健、消费服务和零售贸易主要上涨，而物流、耐用消费品和非能源矿产价格下跌。Napier Port Hlds。上涨1.3%，紧随其后的是Ryman Healthcare有限公司（1.0%）、恒天然公司（0.9%）和费雪派克医疗保健公司（0.6%）。

Shares in New Zealand added 13 points or 0.1% higher to 11,817 in early deals on Wednesday after ending in the red at the start of the week, with traders digesting merchandise data for March. Last month, the country's exports grew by 3.5% yoy to a 10-month high of NZD 6.5 billion while imports tumbled 25% to a near 2-year low of NZD 5.9 billion. On Wall Street, a rally in tech heavyweights lifted the broader stock market Monday following a recent sell-off due to the Middle East crisis and an indication that the Fed will hold rates higher for longer. In key trade partner China, a senior official at the central bank said the economic recovery is consolidating, as highlighted by robust Q1 GDP figures and weak March data. Healthcare, consumer services, and retail trade were mainly higher while logistics, consumer durables, and non-energy minerals tumbled. Napier Port Hlds. added 1.3%, followed by Ryman Healthcare Ltd. (1.0%), Fonterra Co. Op. (0.9%), and Fisher & Paykel Healthcare (0.6%).

2024年3月，新西兰的贸易顺差从上年同月的16.02亿美元大幅收窄至5.89亿美元。出口同比增长3.5%，达到65亿美元，水果销售额增长（增长74%，达到3.99亿美元）；原油（266%至1.5亿美元）；原木、木材和木材制品（增长19%至4.82亿美元）以及奶粉、黄油和奶酪（增长3.6%至17亿美元）。在主要贸易伙伴中，对美国（+8%）和欧盟（+3.6%）的出口增加，对中国（-1.9%）的销售额下降；澳大利亚（-3.7%）和日本（-15%）。另一方面，进口下降25%，至59亿美元，原因是飞机和零部件的采购下降（下降91.8%，至3600万美元）；石油和产品（-31.1%至8.72亿美元）；汽车、零部件和配件（下降28.4%，至7.13亿美元）。从中国进口下降（-20%）；欧盟（-43%）和澳大利亚（-13%）；美国（-42%）和韩国（-21%）。

New Zealand's trade surplus narrowed sharply to $0.589 billion in March 2024 from $1.602 billion in the same month of the preceding year. Exports rose by 3.5% from a year earlier to $6.5 billion, as sales went up for fruits (+74 percent to $399 million); crude oil (266 percent to $150 million); log, wood, and wood articles (+19 percent to 482 million) and milk powder, butter, and cheese (+3.6 percent to $1.7 billion). Among major trading partners, exports increased to the USA (+8%) and the EU (+3.6%) while sales fell to China (-1.9%); Australia (-3.7%) and Japan (-15%). On the other hand, imports fell by 25% to $5.9 billion, as purchases declined for aircraft and parts (-91.8 percent to $36 million); petroleum and products (-31.1 percent to $872 million); vehicles, parts, and accessories (-28.4 percent to $713 million). Imports dropped from China (-20%); the EU (-43%) and Australia (-13%); the USA (-42%) and South Korea (-21%).