新西兰基准标普/纽交所50指数周一下跌1%，收于12704点，在普遍下跌的情况下从32个月高点回落。在国内，最新数据显示，新西兰8月份的商业活动略有改善，但仍处于收缩区间。投资者期待着本周晚些时候公布的该国第二季度GDP数据，以获取有关储备银行货币政策方向的更多线索。周一，NZIER的一项调查显示，新西兰对截至2025年3月至2027年3月的几年的增长前景进一步下调，反映了一系列数据，表明近期经济持续疲软。在其他地方，中国令人失望的经济数据引发了人们对新西兰最大贸易伙伴经济前景的担忧。大型公用事业股领跌市场，Meridian Energy下跌3.8%，Mercury NZ下跌3.3%，Contact Energy下跌1.1%。

New Zealand's benchmark S&P/NZX 50 index tumbled 1% to close at 12,704 on Monday, retreating from a 32-month high amid widespread losses. Domestically, latest data showed that business activity in New Zealand improved slightly in August, although it remained firmly in contraction territory. Investors are looking forward to the country’s second-quarter GDP data later this week for more clues on the Reserve Bank’s monetary policy direction. On Monday, a survey by NZIER revealed a further downward revision to New Zealand’s growth outlook for the years ending March 2025 through to March 2027, reflecting a host of data that points to a continued weakness in the economy over the near term. Elsewhere, disappointing economic data from China has raised concerns about the economic outlook of New Zealand’s largest trading partner. Large-cap utility stocks led the market lower, with Meridian Energy losing 3.8%, Mercury NZ down 3.3%, and Contact Energy falling 1.1%.

新西兰元兑美元汇率在0.615美元左右，投资者消化了8月份新西兰商业活动略有改善的数据，尽管仍处于收缩区间。投资者现在期待着本周晚些时候公布的该国第二季度GDP数据，以深入了解储备银行的货币政策路径。新西兰元仍面临压力，因为预计新西兰储备银行将在今年剩余的政策会议上进一步降息。此外，新西兰最大贸易伙伴中国公布的经济数据低于预期，对当地货币造成压力。与此同时，投资者也在等待美联储本周的货币政策决定，外界普遍预计美联储将四年来首次降息。

The New Zealand dollar traded around $0.615 as investors digested data showing business activity in New Zealand improved slightly in August, although it remained firmly in contraction territory. Investors now look forward to the country’s second-quarter GDP data later this week for more insights into the Reserve Bank’s monetary policy path. The Kiwi remains under pressure due to expectations of further rate cuts by the RBNZ in its remaining policy meetings this year. Additionally, worse-than-expected economic data from China, New Zealand’s largest trading partner, weighed on the local currency. Meanwhile, investors also await the US Federal Reserve’s monetary policy decision this week, where the central bank is widely expected to cut interest rates for the first time in four years.

周一早盘交易中，新西兰元50指数暴跌123点，跌幅1.0%，至12710点，前两个交易日的涨幅停止，因为在本周晚些时候公布GDP数据之前，该指数周五创下新高，交易员获利回吐。交易员持谨慎态度，因为路透社的调查显示，该国国内生产总值在第一季度增长0.2%后，第二季度将恢复环比0.3%的收缩。在国内，最新数据显示，尽管速度放缓，但新西兰服务业在8月份连续第六个月萎缩。交易员预计美联储和中国人民银行将在本周晚些时候做出利率决定。然而，周五美国市场的积极交易限制了华尔街收盘走高后的下跌，这是由于美联储本周会议上加大了降息幅度的赌注。几乎所有行业都出现了亏损，包括医疗保健、金融和消费必需品，其中斐雪派克（-2.5%）、西太平洋银行（-1.6%）、Infratil（-1.5%）和Ebos Group（-1.0%）的跌幅较大。

The NZX 50 plunged 123 points or 1.0% to 12,710 in early deals on Monday, halting gains in the prior two sessions, as traders profit-taking after the index hit a new record high Friday ahead of the release of the GDP data later this week. Traders were cautious as the Reuters poll showed the country's GDP to return to contract by 0.3% QoQ in Q2, after growing 0.2% in Q1. Domestically, the fresh data revealed New Zealand's services sector shrank for the 6th straight month in August despite being at a softer pace. Traders anticipated the Fed and the PBOC interest rate decisions later this week. However, a positive session in the US market Friday capped the falls after Wall Street closed higher, lifted by raising bets of a larger interest rate cut at the Fed's meeting this week. Almost all sectors traded in the red, including healthcare, financial, and consumer staples, with notable losses from Fisher & Paykel (-2.5%), Westpac Banking Corp (-1.6%), Infratil (-1.5%), and Ebos Group (-1.0%).

新西兰BusinessNZ服务绩效指数从7月的45.2微升至2024年8月的45.5，连续第二个月升至4月以来的最高水平，尽管仍处于收缩区间。BusinessNZ倡导总监Catherine Beard表示，尽管连续两个月活动水平有所上升，但活动/销售的关键指数值（43.9）仍然乏善可陈，而新订单/业务（46.6）较7月略有下降。从更积极的方面来看，就业率（49.2）升至3月以来的最高水平。8月份负面评论的比例为60.8%，低于7月和6月的67.0%。受访者继续指出，高昂的生活成本和总体经济状况是持续艰难时期的原因。

The BusinessNZ Performance of Services Index in New Zealand inched higher to 45.5 in August 2024 from 45.2 in July, improving for the second straight month to the highest since April, although still firmly in contraction territory. Catherine Beard, BusinessNZ’s Director of Advocacy, said that despite two consecutive months showing a lift in activity levels, the key index value for Activity/Sales (43.9) remains lackluster, while New Orders/Business (46.6) dipped slightly from July. On a more positive note, Employment (49.2) lifted to its highest result since March. The proportion of negative comments for August stood at 60.8%, which was down from 67.0% in both July and June. Respondents continued to note the high cost of living and general economic conditions as reasons for ongoing tough times.