Market News Brief
Summary
Australian markets saw mixed corporate performances with NAB shares falling on profit results and James Hardie plunging after an index deletion alert. Global markets were generally positive. Key developments included a boost in Australia’s trade balance from gold exports, a Microsoft apology over subscription issues, and various economic commentaries from ratings agencies and bank executives.
Key Points
- NAB Profit: Shares dropped as net profit fell below expectations; CEO flagged housing as a major challenge.
- James Hardie: Share price plunged 14%; ASX issued a ‘please explain’, company cited possible MSCI index deletion.
- Market Snapshot (approx. 4:30pm AEDT): ASX 200 (+0.3%), AUD (+0.1%), Dow Jones (+0.6%), Gold (+0.2%), Iron Ore (-0.8%).
- Gold Boom: Significantly improved Australia’s trade balance in September due to price appreciation.
- Microsoft Apology: Refund issued after misleading customers on subscription costs; some received incorrect links initially.
- Climate & Banks: NAB’s Climate Report showed reduced funding for misaligned fossil fuel clients.
- Economic Outlook: NAB CEO emphasized need for productivity, housing, and reliable energy for growth.
- Ratings & Tariffs: S&P gave NSW a negative outlook; Fitch reported US Effective Tariff Rate at 13.6%.
市场新闻简报
总结
澳大利亚市场企业表现参差不齐，国民银行(NAB)因盈利未达预期股价下跌，James Hardie因可能被剔除出指数而股价暴跌。全球市场普遍积极。主要进展包括黄金出口改善澳大利亚贸易平衡，微软就订阅问题道歉，以及评级机构和银行高管的各种经济评论。
关键点
- 国民银行(NAB)盈利： 因净利润低于预期，股价下跌；首席执行官指出住房是最大挑战。
- James Hardie： 股价暴跌14%；澳交所要求解释，公司归因于可能被MSCI指数剔除。
- 市场概览（约澳大利亚东部夏令时下午4:30）： ASX 200指数 (+0.3%), 澳元 (+0.1%), 道琼斯指数 (+0.6%), 黄金 (+0.2%), 铁矿石 (-0.8%)。
- 黄金热潮： 因价格上涨，显著改善了澳大利亚九月份的贸易平衡。
- 微软道歉： 因在订阅成本上误导客户而退款；部分客户最初收到错误链接。
- 气候与银行： NAB气候报告显示减少了对不符合《巴黎协定》的化石燃料客户的融资。
- 经济展望： NAB首席执行官强调需要提高生产力、增加住房和可靠的能源以实现增长。
- 评级与关税： 标普给予新南威尔士州负面展望；惠誉报告美国有效关税税率为13.6%。
Original Article Link: https://www.abc.net.au/news/2025-11-06/asx-markets-business-live-news-november-6/105973420