澳洲股市周三大幅上涨，S&P/ASX 200指数上升131.4点至9079.2点，涨幅达1.5%1。市场反应积极主要源于最新通胀数据的改善：澳洲6月份标题通胀率从4月的1.4%放缓至0.6%，年率也从4%回落至3.8%1。核心通胀率6月份维持0.8%的月率，年率持平在3.6%1。这些数据降低了市场对澳洲央行8月加息的预期，市场将加息概率从三分之一下调至五分之一1。尽管如此，澳洲央行行长Michele Bullock表示，虽然通胀涨幅未如油价上升后预期那样高，但通胀水平仍然过高1。
美国股市方面，Apple股价上升至342.89美元，市值首次突破5万亿美元大关，成为历史上第二家达到该里程碑的公司，最终收于340.80美元1。然而，芯片板块因对人工智能可持续性的担忧而普遍下跌，其中Micron下跌8.9%，AMD下跌8.1%，Applied Materials下跌7.8%1。与此同时，油价扭转跌势，西德州中质原油上升至83美元/桶，涨幅5%；布伦特原油上升至87.50美元/桶，涨幅4%1。另外，美联储加息概率从36%降至31.5%1。
Australian equities extended gains Wednesday following softer inflation figures that reduced expectations for near-term interest rate increases. The S&P/ASX 200 index climbed 131.4 points, or 1.5%, to 9,079.2 1. June headline inflation decelerated to 0.6% month-on-month from 1.4% in April, while the annual rate fell to 3.8% from 4% 1. Core inflation remained flat at 0.8% month-on-month, with the annual rate holding steady at 3.6% 1. Market expectations shifted dramatically, with the probability of an August rate rise by the Reserve Bank of Australia falling from one-third to one-fifth 1. Reserve Bank Governor Michele Bullock acknowledged the moderation, yet maintained that inflation remains elevated despite not climbing as steeply as some had anticipated following earlier oil price pressures 1.
Across the Pacific, Apple reached a historic valuation milestone by becoming only the second company ever to achieve a $5 trillion market capitalization 1. The stock climbed to $342.89 intraday before settling at $340.80 1. However, semiconductor equities faced headwinds amid sustainability concerns about artificial intelligence investments. Micron Technologies dropped 8.9%, Advanced Micro Devices fell 8.1%, and Applied Materials declined 7.8% 1. Energy markets reversed their recent downturn, with West Texas Intermediate crude rising 5% to $83 per barrel and Brent crude gaining 4% to $87.50 per barrel 1. Mining heavyweight Rio Tinto reported first-half underlying profit of $6.85 billion, up 43% year-on-year and exceeding analyst estimates of $6.78 billion 1.
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