<p>要点：</p>
<ul>
<li>AXJO 收盘上涨 0.3%</li>
<li>矿业股上涨 0.8%，创下历史新高</li>
<li>房地产股票下跌 2.1%</li>
</ul>
<p>作者：Shruti Agarwal</p>
<p>澳大利亚股市周四收高，矿业股票受到创纪录的铜价推动，抵消了由于最新经济数据引发的对加息的坚定预期而导致的房地产和消费类股票的损失。</p>
<p>S&amp;P/ASX 200 指数上涨 0.3%，收于 8,618.40 点。基准指数周三上涨 0.2%。</p>
<p>矿业股上涨 0.8%，连续第三个交易日创下历史新高。该子指数今年迄今已上涨超过 32%，超过基准指数的 5.6% 的涨幅。</p>
<p>上海铜周四创下历史新高，受到伦敦金属交易所（LME）仓单取消大幅增加的推动，这表明美国以外的供应紧张，同时市场对美联储下周降息的预期也在增加。</p>
<p>基准三个月 LME 铜周三创下历史新高。</p>
<p>“这种矿业的强劲表现主要是商品驱动，尤其是铜，” Global X ETFs 的高级产品与投资策略师 Marc Jocum 说。</p>
<p>“更广泛地说，投资者在通胀风险依然高企和供应限制持续的环境中，正倾向于将商品作为对冲工具，” Jocum 补充道。</p>
<p>必和必拓（BHP Group）上涨 3.6%，力拓（Rio Tinto）上涨 3.9%。</p>
<p>金融股上涨 0.6%，四大银行的涨幅在 0.2% 到 1.7% 之间。</p>
<p>房地产股票（.AXRE）是指数最大的拖累，下降 2.1%。</p>
<p>该行业正承受最新利率变动重新定价的压力，Jocum 表示，市场普遍预期下一步将是加息而非降息，利率敏感型行业如房地产投资信托（REITs）受到的影响最大，因为主要银行提高了定期存款利率。</p>
<p>数据显示，澳大利亚家庭支出在十月份以两年来最高的速度激增。这一数据与显示出强劲的 GDP 增长、就业激增和高通胀的报告相呼应，所有这些都表明下一步的利率变动可能是加息而非降息。</p>
<p>投资者预计在五月份加息的可能性为 50%。</p>
<p>新西兰基准 S&amp;P/NZX 50 指数上涨 0.5%，收于 13,515.62 点。</p>

力拓

必和必拓

力拓集团

<p>澳大利亚股市上涨 0.3%，由于铜价创下历史新高，矿业股票大幅上涨，尽管房地产和消费类股票出现亏损。标准普尔/ASX 200 指数收于 8,618.40 点。矿业股上涨 0.8%，必和必拓和力拓分别上涨 3.6% 和 3.9%。房地产股票因加息预期下跌 2.1%。澳大利亚家庭支出激增，显示出潜在的加息可能。新西兰的标准普尔/NZX 50 指数上涨 0.5%</p>

<p>Key points:</p>
<div class="lb-trans"><p>要点：</p>
</div><ul>
<li>AXJO closes up 0.3%</li>
<li>Miners add 0.8% to close at record high</li>
<li>Real estate stocks shed 2.1%</li>
</ul>
<div class="lb-trans"><ul>
<li>AXJO 收盘上涨 0.3%</li>
<li>矿业股上涨 0.8%，创下历史新高</li>
<li>房地产股票下跌 2.1%</li>
</ul>
</div><p>By Shruti Agarwal</p>
<div class="lb-trans"><p>作者：Shruti Agarwal</p>
</div><p>Australian shares ended higher on Thursday as mining stocks got a boost from record-high copper prices, outweighing losses in property and consumer stocks driven by firmer bets of an interest rate hike after the latest economic data.</p>
<div class="lb-trans"><p>澳大利亚股市周四收高，矿业股票受到创纪录的铜价推动，抵消了由于最新经济数据引发的对加息的坚定预期而导致的房地产和消费类股票的损失。</p>
</div><p>The S&amp;P/ASX 200 index  added 0.3% to close at 8,618.40 points. The benchmark added 0.2% on Wednesday.</p>
<div class="lb-trans"><p>S&amp;P/ASX 200 指数上涨 0.3%，收于 8,618.40 点。基准指数周三上涨 0.2%。</p>
</div><p>Miners  rose 0.8%, closing at a record level for a third session. The sub-index is up more than 32% so far this year, outpacing a 5.6% gain in the benchmark index.</p>
<div class="lb-trans"><p>矿业股上涨 0.8%，连续第三个交易日创下历史新高。该子指数今年迄今已上涨超过 32%，超过基准指数的 5.6% 的涨幅。</p>
</div><p>Shanghai copper hit a record high on Thursday, boosted by a sharp rise in London Metal Exchange warrant cancellations that signalled tightening supply outside the U.S., along with increasing bets of a Federal Reserve rate cut next week.</p>
<div class="lb-trans"><p>上海铜周四创下历史新高，受到伦敦金属交易所（LME）仓单取消大幅增加的推动，这表明美国以外的供应紧张，同时市场对美联储下周降息的预期也在增加。</p>
</div><p>The benchmark three-month LME copper  scaled a record peak on Wednesday.</p>
<div class="lb-trans"><p>基准三个月 LME 铜周三创下历史新高。</p>
</div><p>&#34;This strength (in miners) is overwhelmingly a commodity story, led by copper,&#34; said Marc Jocum, Senior Product and Investment Strategist at Global X ETFs.</p>
<div class="lb-trans"><p>“这种矿业的强劲表现主要是商品驱动，尤其是铜，” Global X ETFs 的高级产品与投资策略师 Marc Jocum 说。</p>
</div><p>&#34;More broadly, investors are leaning into commodities as a hedge in an environment where inflation risks remain elevated and supply constraints persist,&#34; Jocum added.</p>
<div class="lb-trans"><p>“更广泛地说，投资者在通胀风险依然高企和供应限制持续的环境中，正倾向于将商品作为对冲工具，” Jocum 补充道。</p>
</div><p>BHP Group  jumped 3.6% and Rio Tinto  climbed 3.9%.</p>
<div class="lb-trans"><p>必和必拓（BHP Group）上涨 3.6%，力拓（Rio Tinto）上涨 3.9%。</p>
</div><p>Financials  added 0.6%, with the 'Big Four' banks rising between 0.2% and 1.7%.</p>
<div class="lb-trans"><p>金融股上涨 0.6%，四大银行的涨幅在 0.2% 到 1.7% 之间。</p>
</div><p>Real estate stocks (.AXRE) were the biggest drag on the index, declining 2.1%.</p>
<div class="lb-trans"><p>房地产股票（.AXRE）是指数最大的拖累，下降 2.1%。</p>
</div><p>The sector is bearing the brunt of the latest repricing of the next move in interest rates being a hike rather than a cut, Jocum said, adding that rate-sensitive sectors like REITs are hit hardest as major banks lift term-deposit rates.</p>
<div class="lb-trans"><p>该行业正承受最新利率变动重新定价的压力，Jocum 表示，市场普遍预期下一步将是加息而非降息，利率敏感型行业如房地产投资信托（REITs）受到的影响最大，因为主要银行提高了定期存款利率。</p>
</div><p>Data showed Australian household spending in October surged at its highest rate in two years. This follows reports showing resilient GDP growth, surging employment and hot inflation - all suggesting the next move in interest rates could be up rather than down.</p>
<div class="lb-trans"><p>数据显示，澳大利亚家庭支出在十月份以两年来最高的速度激增。这一数据与显示出强劲的 GDP 增长、就业激增和高通胀的报告相呼应，所有这些都表明下一步的利率变动可能是加息而非降息。</p>
</div><p>Investors have priced in a 50% chance of a rise in rates as soon as May.</p>
<div class="lb-trans"><p>投资者预计在五月份加息的可能性为 50%。</p>
</div><p>New Zealand's benchmark S&amp;P/NZX 50 index  ended 0.5% higher at 13,515.62 points.</p>
<div class="lb-trans"><p>新西兰基准 S&amp;P/NZX 50 指数上涨 0.5%，收于 13,515.62 点。</p>
</div>

由于铜价飙升，澳大利亚股市上涨，带动矿业股走高