Business News Brief – English
Summary
Global markets saw cautious gains following eased geopolitical tensions from the US, while the Australian dollar surged to a 15-month high. Key stories include Intel’s significant share drop due to AI chip supply issues, a deal to keep TikTok operating in the US, and the delayed closure of Australia’s largest coal power plant.
Key Points
- Markets & Currencies: ASX 200 edged up (+0.1%) following a Wall Street rally after Trump reversed tariff threats. The Australian dollar rose towards 68.5 US cents, hitting a 15-month high as the US dollar faced its worst week in a year.
- Company News: Intel shares plunged 13% after forecasting weak revenue, citing an inability to meet AI data center chip demand. DroneShield fell 5.5%, while Life360 jumped over 27%.
- Tech & Policy: TikTok reached a deal with US investors (Oracle, Silver Lake) to form a new joint venture, avoiding a ban. ByteDance will retain a 19.9% stake.
- Energy & Environment: The closure of Eraring, Australia’s largest coal-fired power station, is delayed by two years to 2029 to ensure grid reliability in NSW.
- Asia-Pacific Focus: The Bank of Japan held interest rates steady, leading to modest Asian share gains. Analysts debate the timing of future rate hikes in New Zealand amid mixed inflation signals.
- Commodities & Consumer: Spot gold price soared above $4,950/oz. BBQ food costs in Australia fell 3% year-on-year, but alcohol prices rose nearly 9%.
Market Snapshot (Approx. 4:10 PM AEDT)
- ASX 200: 8,860 (+0.1%)
- AUD/USD: 68.47 cents (+0.01)
- Spot Gold: $4,956/oz (+0.4%)
- Iron Ore: $104.81/tonne (-0.6%)
- Bitcoin: $89,831 (+0.4%)
商业新闻简报 – 中文
摘要
随着美国地缘政治紧张局势缓解，全球市场谨慎上涨，澳元兑美元汇率飙升至15个月新高。主要新闻包括英特尔因AI芯片供应问题股价大跌、TikTok达成协议避免在美国被禁，以及澳大利亚最大燃煤电厂关闭时间推迟。
关键点
- 市场与货币：在特朗普撤销关税威胁后，华尔街反弹带动澳股ASX 200微涨（+0.1%）。澳元兑美元汇率升至68.5美分左右，创15个月新高，而美元正经历一年来最糟糕的一周。
- 公司动态：英特尔因预测营收疲软且无法满足AI数据中心芯片需求，股价暴跌13%。DroneShield下跌5.5%，而Life360飙升超过27%。
- 科技与政策：TikTok与美国投资者（甲骨文、银湖资本）达成协议，成立新的合资公司以避免被禁。字节跳动将保留19.9%的股份。
- 能源与环境：澳大利亚最大的燃煤电厂埃林（Eraring）的关闭时间推迟两年至2029年，以确保新南威尔士州的电网可靠性。
- 亚太焦点：日本央行维持利率不变，亚洲股市小幅上涨。新西兰通胀信号不一，分析师对其加息时机存在争论。
- 大宗商品与消费：现货黄金价格突破每盎司4,950美元。澳大利亚烧烤食品成本同比下降3%，但酒类价格上涨近9%。
市场概览（约澳大利亚东部夏令时下午4:10）
- ASX 200指数：8,860点（+0.1%）
- 澳元/美元：68.47美分（+0.01）
- 现货黄金：每盎司4,956美元（+0.4%）
- 铁矿石：每吨104.81美元（-0.6%）
- 比特币：89,831美元（+0.4%）
Original Article Link: https://www.abc.net.au/news/2026-01-23/asx-markets-business-live-news-jan23-2026/106260382