纽币/港币 (NZDHKD) 加自选

香港经常账户盈余从上年同期的1114亿港元扩大至2024年第三季度的1208亿港元。商品账户赤字从一年前的214亿港元缩减至11亿港元，而服务账户盈余从394亿港元微升至398亿港元。另一方面，初级收入盈余从去年的977亿港元收窄至872亿港元，次级收入差距从43亿港元增至51亿港元。

Hong Kong's current account surplus widened to HKD 120.8 billion in the third quarter of 2024, from HKD 111.4 billion in the corresponding period of the previous year. The goods account deficit shrank to HKD 1.1 billion from HKD 21.4 billion a year ago, while the services account surplus edged up to HKD 39.8 billion from HKD 39.4 billion. On the other hand, the primary income surplus narrowed to HKD 87.2 billion from HKD 97.7 billion last year, and the secondary income gap increased to HKD 5.1 billion from HKD 4.3 billion.

香港2024年11月的年通胀率为1.4%，与上月持平，保持在5月以来的最低水平。住房（0.9%对10月的1%）、交通（1.3%对1.6%）、酒精饮料和烟草（21.2%对21.8%）以及杂项商品（0.8%对1.6%）的成本有所放缓。此外，服装和鞋类的通货紧缩仍在继续（-2.4%对-1.4%）。与此同时，食品（1%对0.9%）、电力、天然气和水（9.8%对8.5%）以及杂项服务（2%对1.9%）的价格上涨速度更快。此外，耐用品的通货紧缩有所缓解（-0.3%对-0.7%）。按月计算，2024年11月消费者价格从前一个月的0.2%停滞不前。

The annual inflation rate in Hong Kong stood at 1.4% in November 2024, unchanged from the previous month and remaining at its lowest reading since May. Costs moderated for housing (0.9% vs 1% in October), transport (1.3% vs 1.6%), alcoholic drinks and tobacco (21.2% vs 21.8%), and miscellaneous goods (0.8% vs 1.6%). Additionally, deflation continued for clothing and footwear (-2.4% vs -1.4%). Meanwhile, prices increased at a faster pace for food (1% vs 0.9%), electricity, gas, and water (9.8% vs 8.5%), and miscellaneous services (2% vs 1.9%). Moreover, deflation eased for durable goods (-0.3% vs -0.7%). On a monthly basis, consumer prices stalled in November 2024 from 0.2% in the preceding month.

恒生指数下跌32点，跌幅0.2%，收于19721点，扭转了早些时候交易的涨幅，因为大多数行业都出现了下滑。市场第二个交易日收跌，本周下跌1.3%，这是四个交易日以来的首次下跌，因为在美联储今天晚些时候公布首选通胀数据之前，美国期货大幅回落。在本地，香港的通胀数据也将于今日公布。谨慎的交易员继续评估美国在今年三次降息后，明年降息减少的潜在影响。在内地，中国央行将关键贷款利率维持在历史最低水平，这与普遍共识一致。当天落后的几个公司包括快手科技（-5.4%）和KE-Hlds。（-3.2%），旺旺中国总部。（-3.0%）和信达生物制品（-2.2%）。相比之下，在美国要求英伟达调查其产品在过去一年中如何进入中国后，半导体制造公司飙升了8%以上。腾讯控股有限公司股价上涨2.7%，此前该公司在其微信平台上推出了一项新的礼品功能。

The Hang Seng fell 32 points or 0.2% to end at 19,721, reversing gains from earlier deals as most sectors slipped. Markets ended in the red for the second session, down by 1.3% for the week, which marked the first drop in four, amid a sharp pullback in US futures ahead of the Fed’s preferred inflation data later today. Locally, Hong Kong's inflation data will also be due today. Cautious traders continued to assess the potential impact of fewer rate reductions in the US next year, after three cuts this year. In the mainland, the PBoC maintained its key lending rates at record lows, in line with consensus. Several laggards of the day included Kuaishou Tech (-5.4%), KE Hlds. (-3.2%), Want Want China Hlds. (-3.0%), and Innovent Biologics (-2.2%). In contrast, Semicon Manufacturing surged over 8%, after the US asked Nvidia to investigate how its products ended up in China over the past year. Tencent Holdings Ltd. climbed 2.7%, after launching a new gifting feature on its WeChat platform.

新西兰11月出口同比增长9.1%，进口同比增长3.9%。新西兰11月的贸易数据显示，情况有了显著改善，商品出口同比增长9.1%，达到65亿新西兰元，而商品进口同比增长3.9%，达到69亿新西兰元。由此产生的4.37亿新西兰元的贸易逆差远低于预期的19.51亿新西兰元。

NZ's exports rises 9.1% yoy in Nov, imports up 3.9% yoy.New Zealand's trade data for November showed a significant improvement, with goods exports rising 9.1% yoy to NZD 6.5B, while goods imports increased by a more modest 3.9% yoy to NZD 6.9B. The resulting trade deficit of NZD -437m was much smaller than the expected NZD -1951m.