ASX closes slightly up, ChatGPT’s owner OpenAI launches in Australia — as it happened

Financial News Brief – English

Summary

The ASX 200 closed slightly higher on a day marked by OpenAI’s official launch in Australia through a partnership with data centre operator NextDC. Market movements were muted as investors awaited key central bank decisions. Other major stories include Warner Bros. deal talks with Netflix, ongoing debates about future RBA rate moves, and sobering updates on the collapsed First Guardian fund.

Key Market Data

  • ASX 200: +0.2% at 8,634.6 points
  • Australian Dollar: +0.1% at 66 US cents
  • Spot Gold: +0.3% at $US4,219.2/oz
  • Iron Ore: -0.8% to $US106.95/tonne
  • Bitcoin: +0.2% at $US91,958.71

Top Business Stories

  • OpenAI & NextDC: Signed an MoU to develop a sovereign AI infrastructure partnership, including a next-gen AI campus and GPU supercluster in Sydney. NextDC shares rose as much as 10.9%.
  • Warner Bros. & Netflix: In exclusive negotiations for Netflix to acquire Warner Bros. film/TV studios and HBO Max. A deal could be announced in coming days.
  • RBA Outlook: Economists debate future rate moves. UBS forecasts hikes by Q4 2026, while ANZ sees risks of a hike rising and no cut in H1 2026. The final 2024 meeting is expected to hold rates at 3.6%.
  • First Guardian Collapse: Liquidators report only $1.6 million recovered from the $446 million fund collapse, insufficient to cover their fees. Significant recoveries for 6,000 investors remain uncertain.
  • Retail & Economy: Black Friday sales showed a state divergence (VIC +22.5%, NSW -2.5%). Multiple job-holding is at record highs, especially among women and young people. House prices are forecast to rise significantly by 2027.
  • Company News: Premier Investments launched a $100m buyback; Rio Tinto’s new strategy deemed “evolutionary”; AMP warns of share market correction risks despite expected gains.

财经新闻简报 – 中文

摘要

澳大利亚股市ASX 200指数周五小幅收高。当日主要事件是ChatGPT所有者OpenAI通过与数据中心运营商NextDC合作正式进入澳大利亚市场。市场走势平淡,投资者等待主要央行的关键决策。其他重要新闻包括华纳兄弟与Netflix的交易谈判、关于澳洲联储未来利率走向的持续辩论,以及First Guardian基金倒闭的最新进展。

关键市场数据

  • ASX 200指数: +0.2%,报8,634.6点
  • 澳元: +0.1%,报66美分
  • 现货黄金: +0.3%,报每盎司4,219.2美元
  • 铁矿石: -0.8%,报每吨106.95美元
  • 比特币: +0.2%,报91,958.71美元

主要商业新闻

  • OpenAI 与 NextDC: 签署谅解备忘录,建立主权AI基础设施合作伙伴关系,包括在悉尼建设下一代AI园区和GPU超级集群。NextDC股价盘中最高上涨10.9%。
  • 华纳兄弟与 Netflix: 正进行独家谈判,Netflix可能收购华纳兄弟的电影/电视工作室和HBO Max流媒体服务。交易可能在几天内宣布。
  • 澳洲联储展望: 经济学家对未来利率走势存在分歧。瑞银预测2026年第四季度将加息,而澳新银行认为加息风险上升,且2026年上半年不会降息。预计2024年最后一次会议将把利率维持在3.6%不变。
  • First Guardian 基金倒闭: 清算人报告仅追回160万澳元,而基金倒闭涉及4.46亿澳元,追回金额不足以支付清算人费用。6000名投资者获得重大赔偿的前景不确定。
  • 零售与经济: 黑色星期五销售额各州表现分化(维多利亚州 +22.5%,新南威尔士州 -2.5%)。多重职位持有率创历史新高,尤其是在女性和年轻人中。预测到2027年房价将大幅上涨。
  • 公司新闻: Premier Investments启动1亿澳元股票回购;力拓新战略被视为”渐进式而非革命性”;AMP警告尽管预期上涨,股市仍存在回调风险。

Original Article Link: https://www.abc.net.au/news/2025-12-05/asx-markets-business-live-news-dec-5-2025/106104580

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