ASX runs out of steam despite Wall Street rally — as it happened

By /

Market Briefing

Summary

Australian shares closed lower despite a Wall Street rally, with the ASX 200 falling 0.5%. BlueScope Steel surged over 20% on a multi-billion dollar takeover bid. Key themes included AI-driven profit surges for Samsung, record copper prices on supply concerns, and geopolitical tensions impacting oil markets.

Key Market Moves

  • ASX 200: Down 0.5% to 8,682 points.
  • Top Gainers: BlueScope (+20.6%), DroneShield (+18.1%), Liontown (+14.5%).
  • Top Losers: Silex Systems (-32.9%), Lovisa (-4.4%), Judo Capital (-3.9%).
  • Sectors: Materials (+1.5%) led gains; Utilities (-1.6%) lagged.
  • AUD: Up 0.3% to 67.31 US cents.

Top Business Stories

  • BlueScope Takeover Bid: A $13.2 billion bid was launched by SGH and US-based Steel Dynamics, targeting BlueScope’s North American operations.
  • Samsung’s AI Boom: Q4 operating profit is expected to jump 160% to ~$11.7 billion, driven by high memory chip demand for AI.
  • Copper Record: Prices hit an all-time high on supply disruptions from mine strikes in Chile and project delays in Ecuador.
  • Oil & Geopolitics: ANZ warns of elevated oil supply risks after US forces captured Venezuela’s President Maduro. India’s Reliance expects no Russian crude deliveries in January.
  • Tech & Corporate News: Foxtel apps returned to Apple’s store after a brief mysterious disappearance. WiseTech Global acquired a customs education provider. Nvidia’s vision for autonomous robots sparked bullish analyst predictions.

市场简报

摘要

尽管华尔街上涨，澳大利亚股市收低，ASX 200指数下跌0.5%。BlueScope钢铁公司因收到数百亿收购要约股价飙升超20%。关键主题包括人工智能推动三星利润激增、供应担忧导致铜价创历史新高，以及地缘政治紧张影响石油市场。

关键市场动态

  • ASX 200指数：下跌0.5%，报8,682点。
  • 涨幅最大：BlueScope (+20.6%), DroneShield (+18.1%), Liontown (+14.5%)。
  • 跌幅最大：Silex Systems (-32.9%), Lovisa (-4.4%), Judo Capital (-3.9%)。
  • 板块表现：材料板块(+1.5%)领涨；公用事业板块(-1.6%)落后。
  • 澳元：上涨0.3%，报67.31美分。

主要商业新闻

  • BlueScope收购要约：SGH与美国钢铁动力公司联合发起132亿澳元收购要约，目标为BlueScope的北美业务。
  • 三星人工智能热潮：受AI对存储芯片需求旺盛推动，第四季度营业利润预计激增160%，达到约117亿美元。
  • 铜价创纪录：因智利矿山罢工和厄瓜多尔项目延迟造成的供应中断，铜价创下历史新高。
  • 石油与地缘政治：ANZ警告，在美国军队扣押委内瑞拉总统马杜罗后，石油供应中断风险升高。印度信实工业预计1月将无俄罗斯原油交付。
  • 科技与企业新闻：Foxtel应用在神秘下架后重返苹果商店。WiseTech Global收购一家海关教育提供商。英伟达对自主机器人的愿景引发分析师看涨预测。

Original Article Link: https://www.abc.net.au/news/2026-01-06/asx-markets-business-news-live-updates-tuesday-6-january/106202082

Scroll to Top