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周五，恒生指数上涨366.61点，涨幅2.12%，收于17651.15点的5个月高点，随着所有板块的反弹，其上涨势头连续第五天延续。科技股领涨，在微软和Alphabet股份有限公司公布稳健盈利后上涨近5%。该指数本周上涨8.8%，创下1年半以来的最高涨幅，这得益于投资银行汇丰银行将其持有的中国股票从减持改为中性。本周早些时候，瑞银上调了对中国股票的评级，高盛认为，由于国务院的强劲盈利和财务指导方针，今年股价将上涨40%。本地方面，香港三月份出口及进口均回升，分别较去年同期上升4.7%及5.3%。2024年第一季度，出货量增长11.9%，进口增长8.0%。一些庞然大物股票涨幅巨大，比如腾讯（Tencent Hlds）。（2.5%），JD。通信（6.3%）、李汽车（6.2%）、小米公司（4.7%）和半导体制造（3.3%）。

The Hang Seng surged 366.61 points or 2.12% to finish at a 5-month peak of 17,651.15 on Friday, extending its upside momentum for the fifth day as all sectors rallied. Tech stocks led the upturn, jumping near 5% following solid earnings results from Microsoft and Alphabet Inc. The index surged 8.8% for the week, its highest gain in 1-1/2 years, boosted by a move from investment bank HSBC that changed their holdings on Chinese stocks from underweight to neutral. Earlier in the week, UBS upgraded its ratings on China's shares and Goldman Sachs viewed that stock prices will climb 40% this year because of strong earnings and financial guidelines from the State Council. Locally, exports and imports in Hong Kong bounced back in March, up by 4.7% yoy and 5.3%, each. During Q1 of 2024, shipments jumped 11.9% while imports grew 8.0%. Some behemoth stocks enjoyed big gains, such as Tencent Hlds. (2.5%), JD.Com (6.3%), Li Auto (6.2%), Xiaomi Corp. (4.7%), and Semiconductor Manufacturing (3.3%).

标准普尔/新西兰元50指数周五下跌1.18%，收于11805点，这是自10月20日以来最糟糕的一个交易日，因为在当天晚些时候发布的美国PCE价格指数报告之前，市场普遍持谨慎态度。投资者还消化了最新的美国GDP数据，该数据在第一季度以近两年来最慢的速度增长。然而，通货膨胀的加剧再次引发了人们的猜测，即美联储可能会在更长时间内保持其限制性立场。在经济数据方面，澳新银行-罗伊-摩根的消费者信心在4月份降至82.1，家庭似乎对第四季度疲软的GDP数据感到不安。医疗科技股领跌市场，即费雪派克（-1.7%）和埃博集团（-3.2%）。埃博思集团宣布新任首席财务官Alistair Gray后，该公司股价下跌。指数权重股也出现了其他大幅下跌，如Spark NZ（-1.8%）、Auckland Intl Airport（-1.5%）、Contact Energy（-1.6%）和Infratil（-1%）。本周，基准指数微涨0.08%。

The S&P/NZX 50 index fell 1.18% to close at 11,805 on Friday, its worst session since October 20th, as caution prevailed ahead of US PCE price index report due later in the day. Investors also digested the latest US GDP data which grew at its slowest pace in nearly two years in the first quarter. However, an increase in inflation reignited speculation that the Federal Reserve might keep its restrictive stance for longer. On the economic data front, ANZ-Roy Morgan consumer confidence fell to 82.1 in April, with households appearing to be rattled by a weak Q4 GDP figure. Health technology stocks led the market down, namely Fisher & Paykel (-1.7%) and Ebos Group (-3.2%). Ebos Group dropped after the company's announcement of its new CFO, Alistair Gray. Other sharp losses were seen from index heavyweights such as Spark NZ (-1.8%), Auckland Intl Airport (-1.5%), Contact Energy (-1.6%), and Infratil (-1%). For the week, the benchmark index closed marginally higher at 0.08%.

新西兰元兑美元汇率超过0.595美元，受益于日本央行如普遍预期的那样保持利率稳定后的日元抛售。然而，由于美国GDP数据公布后美元反弹，新西兰股市回吐了部分盘中涨幅。第一季度，美国经济以近两年来最慢的速度增长，但通货膨胀的加剧再次引发了人们的猜测，即美联储可能会在更长时间内保持其限制性立场。市场注意力现在转向PCE价格指数报告，这是美联储首选的通胀指标，该报告将于当天晚些时候发布，以深入了解美联储的利率轨迹。在新西兰，新西兰储备银行本月将官方现金利率保持在5.5%，强调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 traded above $0.595, benefiting from yen selling after the Bank of Japan kept interest rates steady as widely expected. However, the Kiwi trimmed some of its intraday gains due to a rebound in the US dollar following the release of US GDP data. The US economy grew at its slowest pace in nearly two years in the first quarter, but an increase in inflation reignited speculation that the Federal Reserve might keep its restrictive stance for longer. Market attention now turns to the PCE price index report, the Fed’s preferred inflation gauge, which will be released later in the day to glean insights into the Federal Reserve's interest rate trajectory. In New Zealand, the RBNZ kept the official cash rate at 5.5% this month, emphasizing the need 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.

香港股市在周五早盘飙升265点，涨幅1.57%，至17555点，为第五个交易日，所有板块均大幅上涨。恒生指数虽然创下5个月来的最高水平，但周涨幅将超过8%，这可能是自2022年10月下旬以来的最高涨幅，这得益于对中国今年将实施更多扩张性政策以刺激强劲复苏的进一步乐观。此外，高盛（Goldman Sachs）和瑞银（UBS）等一些主要投资银行上调了对中国和香港股市的展望，理由是潜在的改革、强劲的盈利和财政支持。在其他方面，美国期货在持续的财报季中小幅上涨，近80%的业绩超出了市场预期。在贸易方面，香港上个月的出口和进口有所反弹，尽管采购增长速度快于发货增长速度。该指数的一些领头羊出现了大幅上涨，包括腾讯。（1.9%）、美团（2.9%）和京东。Com（3.1%）。

Hong Kong's shares soared 265 points or 1.57% to 17,555 in the morning session on Friday, up for the fifth session amid solid gains from all sectors. While notching the highest level in 5 months, the Hang Seng is heading for an over 8% jump weekly, which could be the highest gain since late October of 2022, boosted by further optimism that China will deliver more expansionary policies to spur robust recovery this year. In addition, some major investment banks, Goldman Sachs and UBS, have upgraded their outlook on China and Hong Kong's equities citing potential reforms, strong earnings, and fiscal support. Elsewhere, US futures rose modestly amid ongoing earnings seasons where nearly 80% of results beat market expectations. On the trade front, exports and imports in Hong Kong rebounded last month, despite the rate of growth in purchases faster than in shipments. Some bellwether in the index logged sharp advances, including Tencent Hlds. (1.9%), Meituan (2.9%), and JD.Com (3.1%).