<p>要点：</p>
<ul>
<li>ASX 连续第四天上涨；风险偏好增强</li>
<li>银行领涨，澳洲联储会议纪要维持加息预期</li>
<li>Goodman 交易引发自四月以来最大房地产投资信托上涨</li>
</ul>
<p>作者：Shruti Agarwal</p>
<p>澳大利亚股市周二攀升至一个多月来的最高点，延续了四个交易日的上涨，年末布局和全球情绪的回暖使买方掌控市场。</p>
<p>S&amp;P/ASX 200 指数上涨 1.1%，收于 8,795.70 点，为一周以来的最高收盘。该基准指数有望在假期缩短的一周结束时上涨，此前一周下跌近 1%。市场将在周四和周五因公共假期休市。</p>
<p>季节性趋势也支持了市场情绪，过去九年中，该指数在十二月有五年收高，并且再次有望在本月收于红色区域。</p>
<p>澳洲联储十二月会议的会议纪要显示，政策制定者考虑到近期通胀上升是否会被证明是暂时的，因此将 1 月 7 日的通胀报告视为利率前景的关键测试。</p>
<p>金融股上涨 1.5%，创下一个月来的新高，四大银行股上涨幅度在 0.9% 到 2.2% 之间，会议纪要强化了如果通胀持续，利率可能保持限制性预期。</p>
<p>KCM Trade 首席市场分析师 Tim Waterer 表示：“交易员们正在为金融股在 2026 年表现更好而布局，前提是利率将上升。”</p>
<p>矿业股上涨 0.7%，BHP 和力拓分别上涨 1.1% 和 1.3%，铜价徘徊在历史高位附近。</p>
<p>铁矿石价格坚挺和黄金价格飙升也支持了该行业，帮助矿业股在年初至今上涨近 40%，而 2024 年则下跌了 18.7%。</p>
<p>Waterer 补充道：“商品需求看起来相当不错，结合预期的供应短缺，可能再次使矿业股票在明年表现良好。”</p>
<p>房地产股票上涨 3%，为四月以来的最大涨幅，此前数据中心房东 Goodman Group 达成了 93.2 亿美元的交易，以在欧洲开发项目，推动其股价上涨 8.3%。</p>
<p>新西兰基准 S&amp;P/NZX 50 指数小幅上涨，收于 13,517.73 点。</p>

<p>澳大利亚股市达到一个月来的最高点，受到年末布局和积极的全球情绪推动。S&P/ASX 200 指数上涨 1.1%，至 8,795.70 点。金融股上涨 1.5%，主要银行在澳大利亚储备银行的会议纪要暗示如果通胀持续，利率可能保持高位后上涨。矿业股上涨 0.7%，受到强劲商品需求的支持。房地产股票在 Goodman Group 达成 93.2 亿澳元的欧洲项目交易后飙升 3%。市场预计将在假期缩短的一周结束时上涨</p>

<p>Key points:</p>
<div class="lb-trans"><p>要点：</p>
</div><ul>
<li>ASX up for 4th day; risk appetite firms</li>
<li>Banks lead as RBA minutes keep hikes alive</li>
<li>Goodman deal sparks biggest REIT jump since Apr</li>
</ul>
<div class="lb-trans"><ul>
<li>ASX 连续第四天上涨；风险偏好增强</li>
<li>银行领涨，澳洲联储会议纪要维持加息预期</li>
<li>Goodman 交易引发自四月以来最大房地产投资信托上涨</li>
</ul>
</div><p>By Shruti Agarwal</p>
<div class="lb-trans"><p>作者：Shruti Agarwal</p>
</div><p>Australian shares climbed to a more than one-month high on Tuesday, extending a four-session run as year-end positioning and firm global sentiment kept buyers in control.</p>
<div class="lb-trans"><p>澳大利亚股市周二攀升至一个多月来的最高点，延续了四个交易日的上涨，年末布局和全球情绪的回暖使买方掌控市场。</p>
</div><p>The S&amp;P/ASX 200 index  rose 1.1% to 8,795.70 points, its strongest close in over a week. The benchmark is on track to end the holiday-shortened week higher after last week’s near 1% drop. Markets will be shut on Thursday and Friday for public holidays.</p>
<div class="lb-trans"><p>S&amp;P/ASX 200 指数上涨 1.1%，收于 8,795.70 点，为一周以来的最高收盘。该基准指数有望在假期缩短的一周结束时上涨，此前一周下跌近 1%。市场将在周四和周五因公共假期休市。</p>
</div><p>Seasonal trends also supported sentiment, with the index finishing December higher in five of the past nine years and again set to close the month in the green.</p>
<div class="lb-trans"><p>季节性趋势也支持了市场情绪，过去九年中，该指数在十二月有五年收高，并且再次有望在本月收于红色区域。</p>
</div><p>Minutes from the Reserve Bank of Australia’s December meeting showed policymakers weighed whether the recent inflation uptick would prove temporary, leaving the January 7 inflation report as the key test for the rate outlook.</p>
<div class="lb-trans"><p>澳洲联储十二月会议的会议纪要显示，政策制定者考虑到近期通胀上升是否会被证明是暂时的，因此将 1 月 7 日的通胀报告视为利率前景的关键测试。</p>
</div><p>Financials  climbed 1.5% to a one-month high, with the four major banks rising between 0.9% and 2.2% after the minutes reinforced expectations rates could stay restrictive if inflation persists.</p>
<div class="lb-trans"><p>金融股上涨 1.5%，创下一个月来的新高，四大银行股上涨幅度在 0.9% 到 2.2% 之间，会议纪要强化了如果通胀持续，利率可能保持限制性预期。</p>
</div><p>&#34;Traders are positioning for financial stocks to be among the better performers in 2026 should rates be headed north&#34;, Tim Waterer, chief market analyst at KCM Trade, said.</p>
<div class="lb-trans"><p>KCM Trade 首席市场分析师 Tim Waterer 表示：“交易员们正在为金融股在 2026 年表现更好而布局，前提是利率将上升。”</p>
</div><p>Miners  added 0.7%, with BHP  and Rio Tinto  up 1.1% and 1.3% as copper hovered near record levels.</p>
<div class="lb-trans"><p>矿业股上涨 0.7%，BHP 和力拓分别上涨 1.1% 和 1.3%，铜价徘徊在历史高位附近。</p>
</div><p>Firmer iron ore and surging gold have also supported the sector, helping lift miners nearly 40% year-to-date after a 18.7% decline in 2024.</p>
<div class="lb-trans"><p>铁矿石价格坚挺和黄金价格飙升也支持了该行业，帮助矿业股在年初至今上涨近 40%，而 2024 年则下跌了 18.7%。</p>
</div><p>&#34;Commodity demand is looking quite decent, which combined with expected supply shortfalls could serve mining stocks well again next year,&#34; Waterer added.</p>
<div class="lb-trans"><p>Waterer 补充道：“商品需求看起来相当不错，结合预期的供应短缺，可能再次使矿业股票在明年表现良好。”</p>
</div><p>Property stocks jumped 3%, their strongest rise since April, after data centre landlord Goodman Group  struck a $9.32 billion deal to develop projects in Europe, sending its shares up 8.3%.</p>
<div class="lb-trans"><p>房地产股票上涨 3%，为四月以来的最大涨幅，此前数据中心房东 Goodman Group 达成了 93.2 亿美元的交易，以在欧洲开发项目，推动其股价上涨 8.3%。</p>
</div><p>New Zealand's benchmark S&amp;P/NZX 50  ended modestly higher at 13,517.73 points.</p>
<div class="lb-trans"><p>新西兰基准 S&amp;P/NZX 50 指数小幅上涨，收于 13,517.73 点。</p>
</div>

在年底反弹和乐观情绪的推动下，澳大利亚股市达到一个月来的高点