Market Brief: ASX Recovers, Gold Shines, Rare Earths Tumble
Summary
The ASX 200 staged a significant intraday recovery, closing only marginally lower after a weak opening. The session was marked by a sharp divergence: strong rallies in gold and energy stocks contrasted with a severe sell-off in rare earths miners following a U.S. policy reversal.
Key Points
- ASX 200: Closed down 0.1% at 8,927.5 points, recovering from steeper early losses.
- Sector Movers:
- Gainers: Energy and Uranium stocks rose on higher spot prices. Gold miners surged as spot gold hit a record near $5,600/oz.
- Losers: Rare earths stocks (e.g., Lynas, Iluka) crashed after the White House backtracked on a promised price support scheme. The tech sector also weakened.
- Major Stocks: Rio Tinto reversed to a 1.4% gain. Iluka plunged 14.1% due to the policy news and a large impairment charge.
- Commodities: Spot gold jumped +3.0%. Brent crude oil rose +1.6%. Iron ore slipped slightly.
- Global Markets: Asian markets were mixed. Wall Street futures were flat to slightly positive.
- RBA Outlook: Deutsche Bank economists argue the RBA should keep rates on hold in February, citing encouraging monthly inflation trends.
- Other News:
- Chip Hyperinflation: Memory chip spot prices have skyrocketed over 2,300% in a year.
- Samsung Profits: Q4 profits tripled due to the global chip shortage.
- Gold Boost: Soaring gold prices improved Australia’s terms of trade, increasing national wealth.
市场简报：澳股收复失地，黄金闪耀，稀土暴跌
摘要
澳大利亚ASX 200指数在开盘大幅走低后，于日内显著回升，最终仅小幅收跌。市场行情分化剧烈：黄金和能源股强势上涨，而由于美国政策出现逆转，稀土矿商股遭遇猛烈抛售。
关键点
- ASX 200指数: 收盘下跌 0.1%，报 8,927.5 点，从早盘更深的跌幅中恢复。
- 板块动向:
- 上涨板块: 能源和铀矿股因现货价格上涨而走强。随着现货黄金价格创下历史新高，逼近5,600美元/盎司，黄金矿商股大涨。
- 下跌板块: 在美国白宫背弃此前承诺的价格支持计划后，稀土股（如 Lynas, Iluka）暴跌。科技板块也继续走弱。
- 重点个股: 力拓股价逆转，收涨1.4%。因政策消息及巨额资产减值支出，伊鲁卡公司股价暴跌14.1%。
- 大宗商品: 现货黄金大涨+3.0%。布伦特原油上涨+1.6%。铁矿石微跌。
- 全球市场: 亚洲市场涨跌互现。华尔街股指期货基本持平或小幅上涨。
- 澳储行展望: 德意志银行经济学家认为，基于月度通胀数据的积极趋势，澳储行应在2月会议上维持利率不变。
- 其他新闻:
- 芯片价格飞涨: 内存芯片现货价格在一年内飙升超过2300%。
- 三星利润增长: 受全球芯片短缺推动，其第四季度利润增长了两倍。
- 黄金提振经济: 飙升的黄金价格改善了澳大利亚的贸易条件，增加了国家财富。
Original Article Link: https://www.abc.net.au/news/2026-01-29/asx-markets-business-news-live-updates/106280482