澳大利亚股市收盘创纪录高位,投资者对美关税忧虑不屑一顾

华尔街洞察
Jul 15, 2025

周二,澳大利亚股市以历史性收盘高点收官,投资者对美国关税威胁漠然置之,推动市场全面上扬。S&P/ASX 200指数攀升0.7%,最终锁定在8630.30点,延续前一日的稳定态势。

市场参与者已适应美国总统特朗普贸易政策的不可预测性,关税担忧被视为谈判筹码。分析师指出,投资者预期最终将达成可接受协议,而非实质性风险。Shaw and Partners资深分析师Philip Pepe强调:"交易员如今视关税威胁为讨价还价工具,相信结果会控制在可消化范围内。"

金融板块领涨大盘,整体上扬0.8%。四大银行表现强劲,涨幅介于0.2%至0.7%。花旗分析师认为,盈利前景改善提振银行股,短期展望积极。他们在一份报告中称:"预计今年盈利将保持韧性,低利率对银行收益的传导效应需时间发酵。"

科技股表现抢眼,上涨2.3%,盘中一度冲高2.5%。该领域受美国科技股带动,纳斯达克指数创下新纪录。科技巨头WISETECH GLOBAL LTD上涨2.1%,彰显板块活力。

医疗保健股攀升2.1%,生物技术龙头CSL LIMITED领跑。该公司宣布调整研发部门后,股价飙升3.6%,触及5月29日以来峰值。

其他上涨板块中,能源股微涨0.6%,消费品板块前进0.5%。然而,矿业股逆势下跌0.5%,结束三连涨势头,因获利了结主导市场。矿业巨头BHP GROUP LTD下滑1%,铁矿石生产商力拓下跌1.5%,后者季度生产数据即将公布。

新西兰基准S&P/NZX 50指数基本持平,收于12689.63点。

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