澳交所连续第二周下滑 本地银行股领跌

澳大利亚股市周五延续跌势，S&P/ASX200指数下跌24.9点至9058.9点，跌幅0.27%1。这是澳交所连续第二周下滑，自8月初创下历史新高以来已累计下跌近2.5%1。All Ordinaries指数同日下跌28.8点至9269.7点，跌幅0.31%1。

本轮下跌主要由金融股部门拖累，该部门两周内跌幅超过8%1。银行类股票下跌的背后是房贷申请出现急剧下降，银行报告称自5月预算后房贷申请数量大幅回落1。与此同时，美国10年期国债收益率触及一年多来最高水平，美国政府债务于周三首次突破40万亿美元创纪录高位1。美国财政部长Scott Bessent宣布将从9月9日至11月4日期间把长期国债购买规模至少翻倍，以期稳定市场1。

在其他市场表现方面，比特币周内涨幅近20%，升至75400美元，受益于特朗普呼吁国会通过加密货币监管法案1。澳元兑美元升至0.7146，较周四有所上升1。

Australia's stock market extended its losses into a second consecutive week, with the S&P/ASX 200 index declining 24.9 points, or 0.27%, to close at 9,058.9 on Friday 1. The All Ordinaries also fell 28.8 points, or 0.31%, to 9,269.7 1. Since reaching a record high in early August, the ASX 200 has shed nearly 2.5% of its value 1.

The decline was driven primarily by a sharp sell-off in financial stocks, with the sector falling more than 8% over the two-week period 1. Australian banks have come under pressure following reports that home loan applications have plummeted since the May budget 1. International headwinds also weighed on sentiment, as U.S. Treasury yields reached their highest level in over a year, and government debt surpassed the $40 trillion mark for the first time on Wednesday 1. In response, U.S. Treasury Secretary Scott Bessent announced that long-term government bond purchases would at least double from September 9 through November 4 1.

Meanwhile, cryptocurrency markets moved in the opposite direction, with Bitcoin rising nearly 20% during the week to reach $75,400, supported by calls for cryptocurrency regulation legislation 1. The Australian dollar strengthened against the U.S. currency, rising to 0.7146 1.