Market Briefing
Summary
The ASX 200 staged a late-session rally to close flat at 8,634 points, recovering from an intraday drop of 0.5%. Energy and property stocks led the gains, offsetting weakness in major miners like BHP and banks such as CBA. Key developments included a court ruling against BHP, mixed broker views on iron ore, and analysis suggesting the RBA may be done cutting interest rates.
Key Points
- ASX Performance: Index closed flat after a 0.5% early loss; Energy (+1.2%) and Property (+0.8%) sectors were top performers.
- Top Movers: DroneShield (+11.6%), Lynas Rare Earths (+5.9%).
- Key Stocks: BHP (-0.6%) fell after a UK court ruling on Brazil dam liability; CBA (-1.0%) also declined.
- Commodities: Iron ore spot price at $US102.60/tonne; ANZ sees support above $US100, while UBS/CBA are more cautious.
- RBA Outlook: HSBC economist suggests the next move could be a hike, not a cut, possibly in 2027.
- Global Markets: Wall Street futures positive (S&P +0.5%, Nasdaq +0.7%); Bitcoin fell below $94,000.
Other Developments
- TPG Telecom entered a trading halt for a capital raising.
- Elders reported a 12% rise in net profit to $50.3 million.
- SQM Research will defend against an ASIC lawsuit.
市场简报
总结
澳大利亚ASX 200指数在盘中下跌0.5%后，于尾盘反弹，最终基本持平，收于8,634点。能源和房地产板块领涨，抵消了必和必拓等主要矿商和联邦银行等银行的疲软。主要进展包括法院对必和必拓的裁决、对铁矿石前景不一的分析师观点，以及有分析认为澳洲联储可能已完成降息。
关键点
- ASX表现：指数在早盘下跌0.5%后收复失地，最终持平；能源(+1.2%)和房地产(+0.8%)板块表现最佳。
- 领涨股：DroneShield (+11.6%), Lynas Rare Earths (+5.9%)。
- 关键股票：必和必拓(-0.6%)因英国法院关于巴西大坝责任的裁决而下跌；联邦银行(-1.0%)亦下跌。
- 大宗商品：铁矿石现货价格报每吨102.60美元；澳新银行认为价格有支撑，而瑞银/联邦银行则更为谨慎。
- 澳洲联储展望：汇丰银行经济学家认为下一步可能是加息而非降息，可能在2027年。
- 全球市场：华尔街期货走高(标普+0.5%，纳斯达克+0.7%)；比特币跌破94,000美元。
其他进展
- TPG Telecom 因融资进入交易暂停。
- Elders 报告净利润增长12%，至5,030万澳元。
- SQM Research 将就澳大利亚证券与投资委员会的诉讼进行辩护。
Original Article Link: https://www.abc.net.au/news/2025-11-17/asx-markets-business-news-live-updates-nov-17/106015770