ASX, Nikkei jump despite Japanese bond jitters, DroneShield falls again — as it happened

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Market Briefing

Summary

Major Asia-Pacific indices, including the ASX 200 and Japan’s Nikkei, posted strong gains despite turbulence in the Japanese government bond market. DroneShield shares fell again as the company responded to an ASX query regarding recent director share sales. Meanwhile, analysts debate the sustainability of the AI-driven stock rally.

Key Market Moves

  • ASX 200: +1.2% to 8,553 points (strongest gain since mid-July)
  • Nikkei: +3% to 50,006 points
  • Hang Seng: +0.2%
  • Australian Dollar: +1.3% against the Yen to 102.06 yen
  • Wall Street Futures: Pointing higher (S&P 500 futures +1.3%)

Top Stories

  • DroneShield Sell-off: Shares fell another 4.1% as the company explained recent director share sales totaling $70 million. The company stated it was not a party to the sales and there was “no agreement” between directors to sell simultaneously.
  • Japanese Bond Jitters: The 10-year Japanese Government Bond yield hit 1.83%, its highest since 2008, on fears of a large new fiscal stimulus package from Prime Minister Sanae Takaichi.
  • AI Rally Debate: Analysts from Capital Economics argue the AI equity rally is based on strong fundamentals and has further to run, though high valuations and shifting bond yields pose risks.
  • RBA’s Challenge: The Reserve Bank of Australia is seeking better data on business pricing behavior and the economy’s supply capacity to understand inflation dynamics.

市场简报

总结

尽管日本国债市场出现动荡，但包括澳大利亚ASX 200和日本日经指数在内的主要亚太股指均录得强劲涨幅。DroneShield股价再次下跌，因公司就近期董事股份出售事宜回应了澳交所问询。与此同时，分析师们就人工智能驱动的股市涨势能否持续展开辩论。

主要市场动向

  • ASX 200指数: +1.2% 至 8,553点（自7月中旬以来最强劲涨幅）
  • 日经指数: +3% 至 50,006点
  • 恒生指数: +0.2%
  • 澳元: 对日元升值 +1.3% 至 102.06日元
  • 华尔街期货: 指向更高（标普500指数期货 +1.3%）

头条新闻

  • DroneShield抛售: 股价再跌4.1%，公司就近期董事总计7000万美元的股份出售作出解释。公司声明其未参与这些销售，且董事之间”没有协议”要同时出售。
  • 日本国债市场紧张: 因担忧首相高市早苗可能推出大规模新财政刺激方案，日本10年期国债收益率升至1.83%，为2008年以来最高水平。
  • AI涨势辩论: 资本经济分析师认为，AI股票涨势基于强劲的基本面，仍有上涨空间，但高估值和债券收益率变化构成风险。
  • 澳洲联储的挑战: 澳大利亚储备银行正在寻求更好的数据，以了解企业定价行为和经济的供应能力，从而把握通胀动态。

Original Article Link: https://www.abc.net.au/news/2025-11-20/asx-markets-business-news-live-updates-20-november/106028890

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