<p>要点：</p>
<ul>
<li>ASX 200 基准指数徘徊在四个月低点附近</li>
<li>CBA 下跌 1%，Macquarie 下跌 2.3%</li>
<li>能源股上涨 1.1%</li>
</ul>
<p>作者：Jasmeen Ara Islam Shaikh</p>
<p>澳大利亚股市周一收盘持平，接近四个月低点，主要银行的下跌部分抵消了能源板块的强劲表现，同时投资者在不确定的货币政策环境中重新评估其立场。</p>
<p>S&amp;P/ASX 200 基准指数收于 8,635.40 点，为自七月中旬以来的最低收盘水平。</p>
<p>金融股下跌 0.2%，收于接近四个月的低点。澳大利亚联邦银行的股价当天下跌近 1%，收于七个月低点。</p>
<p>作为该国最大的贷款机构，CBA 自上周初以来已下跌超过 10%，因其乏善可陈的收益和对利润率压力的警告影响了市场情绪。</p>
<p>KCM Trade 首席市场分析师 Tim Waterer 表示：“关于未来利率变动的情况有些不确定，今天 ASX 上的积极驱动因素寥寥无几。”</p>
<p>澳大利亚投资银行 Macquarie 在除息交易中下跌 2.3%，自上周以来也因收益低于预期而下跌约 10%。同行 ANZ 和 Westpac 的股价当天各上涨 0.6%。</p>
<p>“CBA 和 Macquarie 在摆脱被认为高估的标签方面遇到了一些困难，这阻碍了股价的上涨。交易者正在市场上寻找更具价值的投资。”</p>
<p>花旗的分析师对银行的宏观环境保持乐观，称 ANZ 和 Westpac 是该行业的首选。</p>
<p>此外，消费品股票 (.AXDJ) 在早盘一度下跌 1.3% 后，最终上涨 0.2%。</p>
<p>一系列近期强劲的经济数据导致市场对降息预期的急剧回落。掉期合约现在暗示五月降息的概率仅为 36%，低于上周的 70%。</p>
<p>能源股上涨 1.1%，创下近一周以来最大单日涨幅。Woodside 的股价上涨近 1%，这家澳大利亚油气生产商预计下周将与沙特阿美签署美国液化天然气供应协议。</p>
<p>新西兰基准 S&amp;P/NZX 50 指数上涨 0.3%，收于 13,499.04 点。</p>

<p>澳大利亚股市收盘持平，接近四个月来的低点，主要银行的下跌抵消了能源板块的涨幅。S&P/ASX 200 指数维持在 8,635.40 点。金融股下跌 0.2%，澳大利亚联邦银行下跌近 1%，麦格理下跌 2.3%。能源股上涨 1.1%，以伍德赛德为首。花旗的分析师对澳新银行和西太平洋银行持乐观态度。非必需消费品股上涨 0.2%。新西兰的 S&P/NZX 50 指数上涨 0.3%</p>

<p>Key points:</p>
<div class="lb-trans"><p>要点：</p>
</div><ul>
<li>ASX 200 benchmark hovers near four-month lows</li>
<li>CBA loses 1%, Macquarie falls 2.3%</li>
<li>Energy stocks rise 1.1%</li>
</ul>
<div class="lb-trans"><ul>
<li>ASX 200 基准指数徘徊在四个月低点附近</li>
<li>CBA 下跌 1%，Macquarie 下跌 2.3%</li>
<li>能源股上涨 1.1%</li>
</ul>
</div><p>By Jasmeen Ara Islam Shaikh</p>
<div class="lb-trans"><p>作者：Jasmeen Ara Islam Shaikh</p>
</div><p>Australian shares closed unchanged near four-month lows on Monday, as declines in major banks partially offset strong performances in the energy sector, while investors reassess their position in an uncertain monetary policy environment.</p>
<div class="lb-trans"><p>澳大利亚股市周一收盘持平，接近四个月低点，主要银行的下跌部分抵消了能源板块的强劲表现，同时投资者在不确定的货币政策环境中重新评估其立场。</p>
</div><p>The S&amp;P/ASX 200 benchmark index  held its ground at 8,635.40 points, its lowest closing level since mid-July.</p>
<div class="lb-trans"><p>S&amp;P/ASX 200 基准指数收于 8,635.40 点，为自七月中旬以来的最低收盘水平。</p>
</div><p>Financials  edged 0.2% down to close at a near four-month low. Shares of Commonwealth Bank of Australia  lost nearly 1% on the day to finish at a seven-month low.</p>
<div class="lb-trans"><p>金融股下跌 0.2%，收于接近四个月的低点。澳大利亚联邦银行的股价当天下跌近 1%，收于七个月低点。</p>
</div><p>CBA, the country's biggest lender, has shed more than 10% since early last week after its lacklustre earnings and warnings of margin pressures weighed on market sentiment.</p>
<div class="lb-trans"><p>作为该国最大的贷款机构，CBA 自上周初以来已下跌超过 10%，因其乏善可陈的收益和对利润率压力的警告影响了市场情绪。</p>
</div><p>&#34;With things somewhat up in the air regarding future interest rate moves, positive drivers were few and far between on the ASX today,&#34; said KCM Trade Chief Market Analyst Tim Waterer.</p>
<div class="lb-trans"><p>KCM Trade 首席市场分析师 Tim Waterer 表示：“关于未来利率变动的情况有些不确定，今天 ASX 上的积极驱动因素寥寥无几。”</p>
</div><p>Australian investment bank Macquarie  fell 2.3% on trading ex-dividend, and has also lost around 10% since last week on lower-than-expected earnings. Shares of peers ANZ  and Westpac  finished the day 0.6% higher each.</p>
<div class="lb-trans"><p>澳大利亚投资银行 Macquarie 在除息交易中下跌 2.3%，自上周以来也因收益低于预期而下跌约 10%。同行 ANZ 和 Westpac 的股价当天各上涨 0.6%。</p>
</div><p>&#34;CBA and Macquarie are having a bit of trouble shaking off the moniker of being overvalued, which is hindering the share price. Traders are trying to find better value elsewhere in the market.&#34;</p>
<div class="lb-trans"><p>“CBA 和 Macquarie 在摆脱被认为高估的标签方面遇到了一些困难，这阻碍了股价的上涨。交易者正在市场上寻找更具价值的投资。”</p>
</div><p>Analysts at Citi remain optimistic about the macro environment for banks, naming ANZ and Westpac as their top picks in the sector.</p>
<div class="lb-trans"><p>花旗的分析师对银行的宏观环境保持乐观，称 ANZ 和 Westpac 是该行业的首选。</p>
</div><p>Elsewhere, discretionary stocks (.AXDJ) ended up 0.2% after falling as much as 1.3% earlier in the session.</p>
<div class="lb-trans"><p>此外，消费品股票 (.AXDJ) 在早盘一度下跌 1.3% 后，最终上涨 0.2%。</p>
</div><p>A raft of recent robust economic data prompted a sharp pullback in expectations of interest rate cuts. Swaps now imply just a 36% probability of a May rate cut, down from 70% last week.</p>
<div class="lb-trans"><p>一系列近期强劲的经济数据导致市场对降息预期的急剧回落。掉期合约现在暗示五月降息的概率仅为 36%，低于上周的 70%。</p>
</div><p>Energy stocks gained 1.1% to their steepest one-day rise in a week. Shares of Woodside  added nearly 1%, with the Australian oil and gas producer poised to sign a U.S. LNG supply deal with Saudi Aramco  next week.</p>
<div class="lb-trans"><p>能源股上涨 1.1%，创下近一周以来最大单日涨幅。Woodside 的股价上涨近 1%，这家澳大利亚油气生产商预计下周将与沙特阿美签署美国液化天然气供应协议。</p>
</div><p>New Zealand's benchmark S&amp;P/NZX 50 index  ended 0.3% higher at 13,499.04 points.</p>
<div class="lb-trans"><p>新西兰基准 S&amp;P/NZX 50 指数上涨 0.3%，收于 13,499.04 点。</p>
</div>

澳大利亚股市收盘持平，金融板块的表现抵消了能源板块的上涨