Market Briefing
Summary
On a shortened Christmas Eve trading day, the Australian share market closed lower despite record highs for gold, silver, and copper. The Australian dollar surged to a 14-month high against the US dollar. Key developments included US delays on China chip tariffs and significant stock movements for companies like DroneShield and LendLease.
Key Points
- ASX Closes Lower: The ASX 200 fell 0.4% to 8,763 points, with all sectors except mining finishing in the red.
- Commodities Rally: Spot gold hit a record above $US4,500/oz, copper surged past $US12,000/tonne, and Australian gold mining stocks reached all-time highs.
- Aussie Dollar Strength: The AUD jumped to 67 US cents, a 14-month high, and to a 17-month high against the Japanese yen.
- US-China Trade: The US announced tariffs on Chinese semiconductor imports but delayed implementation until June 2027.
- Notable Stock Moves: DroneShield (+3.1%) secured a major contract; LendLease (+5.2%) won a Sydney Metro project; Monash IVF plunged (-13.4%) after a takeover bid was withdrawn.
- US Economy: Q3 GDP grew at a strong 4.3% annual rate, but consumer confidence fell for a fifth consecutive month.
- 6G Development: US President Trump initiated a “6G race,” though experts believe Australia won’t see coverage until at least 2030.
市场简报
总结
在缩短的平安夜交易日，尽管黄金、白银和铜价创下历史新高，澳大利亚股市仍收低。澳元兑美元汇率飙升至14个月高点。关键进展包括美国推迟对华芯片关税，以及DroneShield和LendLease等公司股价大幅波动。
关键点
- 澳股收跌：ASX 200指数下跌0.4%，报8,763点，除矿业板块外，所有板块均收跌。
- 大宗商品上涨：现货黄金创纪录突破每盎司4,500美元；铜价飙升至每吨12,000美元以上；澳大利亚黄金矿业股创历史新高。
- 澳元走强：澳元兑美元跃升至67美分，为14个月高点；兑日元升至17个月高点。
- 中美贸易：美国宣布对中国半导体进口加征关税，但将实施推迟至2027年6月。
- 显著个股波动：DroneShield（+3.1%）获得重大合同；LendLease（+5.2%）赢得悉尼地铁项目；Monash IVF（-13.4%）因收购要约撤回而暴跌。
- 美国经济：第三季度GDP年化增长率为强劲的4.3%，但消费者信心连续第五个月下降。
- 6G发展：美国总统特朗普发起”6G竞赛”，但专家认为澳大利亚至少要到2030年才会有覆盖。
Original Article Link: https://www.abc.net.au/news/2025-12-24/asx-markets-business-live-news/106176162