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].