ENGLISH NEWS BRIEF
Summary
Australian inflation slowed more than expected in November, with the CPI rising 3.4% year-on-year, down from 3.8% in October. The ASX 200 closed marginally higher, supported by miners and healthcare stocks, while energy shares fell on lower oil prices. Key developments included a surge in rare earth stocks due to a China-Japan trade dispute, a significant jump in dwelling approvals, and the delisting of Seven West Media after a merger.
Key Points
- Inflation Cools: November CPI rose 3.4% yoy, below expectations and October’s 3.8%. Slower electricity price rises and cheaper domestic travel were key drivers.
- Market Moves: ASX 200 edged up 0.15% to 8,696. Miners (BHP, Rio Tinto) and healthcare (CSL, Resmed) gained. Energy stocks (Beach Energy, Karoon) sold off on falling oil prices.
- Rare Earths Rally: Lynas Rare Earths surged 14.5% after China threatened to ban rare earth exports to Japan, highlighting supply chain tensions.
- Housing Approvals Spike: Dwelling approvals jumped 15.2% in November, reaching a 4-year high, though data is volatile.
- Corporate News: Seven West Media delisted after merging with Southern Cross Austereo. Bluescope gained on takeover interest.
- RBA Watch: Economists remain divided on a February rate hike. The RBA’s deputy governor will give an interview tomorrow.
- Global Snapshot: Asian markets were mixed; Wall Street rose overnight. Iron ore and copper prices increased, while gold and oil fell.
中文新闻简报
概要总结
澳大利亚11月通胀放缓幅度超预期,消费者价格指数同比上涨3.4%,低于10月的3.8%。ASX 200指数小幅收高,矿业和医疗保健股提供支撑,而能源股因油价下跌而走低。关键动态包括:中日贸易争端推动稀土股大涨,住房批准量显著跃升,以及七西传媒合并后退市。
关键要点
- 通胀降温:11月CPI同比上涨3.4%,低于预期及10月的3.8%。电价上涨放缓及国内旅行费用下降是主要驱动因素。
- 市场动态:ASX 200指数微涨0.15%,收于8,696点。矿业股和医疗保健股上涨。能源股因油价下跌而遭抛售。
- 稀土股大涨:在中国威胁禁止对日本出口稀土后,莱纳斯稀土股价飙升14.5%,凸显了供应链紧张局势。
- 住房批准量激增:11月住宅批准量跃升15.2%,达到4年高点,但该数据波动性较大。
- 公司新闻:七西传媒在与南十字星澳都集团合并后退市。博思格钢铁因收购意向而上涨。
- 央行展望:经济学家对澳洲联储2月是否加息存在分歧。央行副行长将于明日接受采访。
- 全球概览:亚洲市场涨跌互现;华尔街隔夜上涨。铁矿石和铜价上涨,黄金和油价下跌。
Original Article Link: https://www.abc.net.au/news/2026-01-07/asx-markets-business-news-live-updates/106205112