澳元:由于澳大利亚联邦储备银行(RBA)保持偏鹰派,上扬暂停 - 汇丰银行
汇丰银行分析师指出,澳大利亚储备银行将现金利率提高至3.85%,并上调了增长和通胀预测,假设利率在2026年底达到4.2%。汇丰经济学家认为这一立场是鹰派的,并预计在2026年第三季度再加息25个基点。

汇丰分析师指出,澳大利亚储备银行将现金利率提高至3.85%,并上调了增长和通胀预测,假设利率在2026年底达到4.2%。汇丰经济学家认为这一立场偏鹰派,并预计在2026年第三季度再加息25个基点。他们补充说,澳元近期相对于美元的强势看起来有些过度,澳元/美元可能会整合,外部因素主导近期走势。

RBA收紧政策但澳元反弹过度

"在2月3日,澳大利亚储备银行(RBA)将现金利率提高25个基点至3.85%,符合市场预期。"

"RBA还将其近期增长和通胀预测上调至2026年6月的2.1%和4.2%(之前为1.9%和3.7%),假设现金利率在2026年底达到4.2%。"

"我们的经济学家认为RBA的整体立场相当鹰派,表明可能进一步收紧,并预计在2026年第三季度再增加25个基点。"

"澳元近期的反弹看起来有些过度,今年迄今对美元上涨约3.5%(彭博社,2月6日)。"

"因此,澳元-美元在接下来的几周可能会整合,外部因素——而非利率差异——将主导近期的走势。"

(本文由人工智能工具协助创建,并由编辑审核。)

More than a million users rely on FXStreet for real-time market data, charting tools, expert insights, and forex news. Its comprehensive economic calendar and educational webinars help traders stay informed and make calculated decisions. FXStreet is supported by a team of about 60 professionals, split between the Barcelona headquarters and various global regions.
Read More

LIVE QUOTES

Name / Symbol
Chart
% Change / Price
GBPUSD
1 D change
+0%
0
EURUSD
1 D change
+0%
0
USDJPY
1 D change
+0%
0

ALL ABOUT FOREX

Explore More Tools
Trading Academy
Browse a wide range of educational articles covering trading strategies, market insights, and financial fundamentals, all in one place.
Learn More
Courses
Explore structured trading courses designed to support your growth at every stage of your trading journey.
Learn More
Webinar
Join live and on-demand webinars to gain real-time market insights and trading strategies from industry experts.
Learn More