Market & Business News Brief
Summary
Australian wage growth data suggests the Reserve Bank may not cut interest rates further. The ASX closed lower amid AI bubble concerns, while Webjet shares surged on a takeover offer. NAB’s CEO testified on bank fees, cybersecurity, and AI’s impact on jobs.
Key Points
- Wages & Rates: Annual wage growth hit 3.4%, reducing prospects for near-term interest rate cuts.
- Markets: ASX 200 fell 0.25%. Webjet shares soared 16.5% on a Helloworld takeover bid, potentially sparking a bidding war.
- NAB Testimony: CEO Andrew Irvine stated the bank saved customers ~$500M by not charging account-keeping fees since 2016. He also highlighted increasing cyber threats and inevitable AI-related job losses in banking.
- AI Focus: Nvidia’s upcoming earnings are pivotal for global AI sector sentiment. While some fear a bubble, Capital Economics argues the AI rally might continue.
- Other News: Star Entertainment executives missed performance bonuses again. A recovery in apartment construction is forecast from 2026.
Market Snapshot (as of ~16:17 AEDT)
- ASX 200: 8,447 pts (-0.25%)
- AUD: 64.82 US cents (-0.4%)
- Wall Street: Dow (-1.1%), S&P 500 (-0.8%), Nasdaq (-1.2%)
- Europe: FTSE (-1.3%), DAX (-1.8%), Stoxx 600 (-1.8%)
- Commodities: Gold: $4,083/oz (+0.4%), Oil (Brent): $64.78/barrel (-0.2%), Iron Ore: $104/tonne (-0.4%)
- Bitcoin: $90,948 (-1.6%)
市场与商业新闻简报
总结
澳大利亚工资增长数据显示央行可能不会进一步降息。由于对AI泡沫的担忧,澳大利亚股市收低,而Webjet因收购要约股价飙升。澳洲国民银行(NAB)首席执行官就银行费用、网络安全和AI对就业的影响作证。
关键点
- 工资与利率:年度工资增长达3.4%,降低了近期降息的可能性。
- 市场:ASX 200指数下跌0.25%。Webjet股价因Helloworld的收购要约飙升16.5%,可能引发竞购战。
- NAB听证会:首席执行官Andrew Irvine表示,自2016年起不收取账户管理费,已为客户节省约5亿澳元。他还强调了日益增长的网络安全威胁以及AI在银行业不可避免的岗位减少。
- AI焦点:英伟达即将发布的财报对全球AI板块情绪至关重要。尽管有人担心泡沫,但资本经济公司认为AI涨势可能尚未结束。
- 其他新闻:星亿娱乐高管再次未能获得绩效奖金。预计从2026年起公寓建设将复苏。
市场概览(截至澳大利亚东部夏令时约16:17)
- ASX 200指数: 8,447点 (-0.25%)
- 澳元: 64.82美分 (-0.4%)
- 华尔街: 道指 (-1.1%), 标普500 (-0.8%), 纳斯达克 (-1.2%)
- 欧洲: 富时100 (-1.3%), 德国DAX (-1.8%), 欧洲斯托克600 (-1.8%)
- 大宗商品: 黄金: $4,083/盎司 (+0.4%), 原油(布伦特): $64.78/桶 (-0.2%), 铁矿石: $104/吨 (-0.4%)
- 比特币: $90,948 (-1.6%)
Original Article Link: https://www.abc.net.au/news/2025-11-19/asx-markets-business-live-news/106025882