<p>要点：</p>
<ul>
<li>矿业股上涨 1.2%；力拓创下第三个历史新高</li>
<li>金融股跌至四周低点；CBA 接近四周低谷</li>
<li>Lynas 因中国禁止向日本出口稀土而上涨 14%</li>
<li>NZ50 指数攀升至历史收盘新高</li>
</ul>
<p>作者：Kumar Tanishk</p>
<p>澳大利亚股市在周三从前一交易日创下的三周低点反弹，受铁矿石和黄金矿业公司的提振，尽管由于核心通胀数据的顽固性，金融股的涨幅受到限制，仍然保持加息的可能性。</p>
<p>S&amp;P/ASX 200 指数上涨 0.2%，收于 8,695.60 点。该基准在周二下跌 0.5%，创下三周以来的最低点。</p>
<p>当地数据显示，11 月份消费者价格上涨幅度低于预期。然而，一个备受关注的核心指标仍高于中央银行 2%-3% 的目标区间，表明通胀压力持续，留有潜在加息的空间。</p>
<p>现在的焦点转向本月晚些时候即将发布的季度数据，这将影响澳大利亚储备银行在 2 月中旬的首次货币政策会议。</p>
<p>掉期市场显示，下个月加息 25 个基点的概率为 35%，高于通胀数据公布前的约 30%。</p>
<p>“市场早前对 2026 年进一步降息的定价正在被修正，维持利率不变或甚至适度加息的可能性现在超过了近期的新降息，” Moomoo Australia 的市场策略顾问 Greg Boland 表示。</p>
<p>金融股下跌 1%，创下四周低点。“四大银行” 中的三家股价下跌 1.5% 至 2% 不等，而最大的贷款机构 CBA 下跌 1.7%，接近四周以来的最低点。</p>
<p>相反，矿业股上涨 1.2%，创下历史新高，受强劲商品价格的推动。</p>
<p>BHP 的股价上涨 1%，收于近两年的最高点，而力拓的股价上涨 1.6%，连续第三个交易日创下新高。</p>
<p>Lynas Rare Earths 是全球最大的非中国稀土生产商，在中国禁止向日本出口某些稀土元素后，股价飙升 14.5%。</p>
<p>新西兰的 S&amp;P/NZX 50 指数上涨 0.4%，收于 13,715.02 的历史新高。</p>

莱纳斯(ADR)

<p>澳大利亚股市从三周低点反弹 0.2%，主要受到矿业股票上涨 1.2% 的推动，而金融股因持续的通胀担忧跌至四周低点。S&P/ASX 200 指数收于 8,695.60 点。由于中国对日本实施稀土出口禁令，Lynas Rare Earths 股价飙升 14.5%。市场预计可能会加息，掉期显示出 35% 的可能性，因为通胀仍高于澳大利亚储备银行的目标区间。新西兰的 S&P/NZX 50 指数也创下了 13,715.02 的历史新高</p>

<p>Key points:</p>
<div class="lb-trans"><p>要点：</p>
</div><ul>
<li>Miners up 1.2%; Rio logs third record high</li>
<li>Financials hit four-week low; CBA near four-week trough</li>
<li>Lynas jumps 14% on China's ban on rare-earths exports to Japan</li>
<li>NZ50 climbs to record close</li>
</ul>
<div class="lb-trans"><ul>
<li>矿业股上涨 1.2%；力拓创下第三个历史新高</li>
<li>金融股跌至四周低点；CBA 接近四周低谷</li>
<li>Lynas 因中国禁止向日本出口稀土而上涨 14%</li>
<li>NZ50 指数攀升至历史收盘新高</li>
</ul>
</div><p>By Kumar Tanishk</p>
<div class="lb-trans"><p>作者：Kumar Tanishk</p>
</div><p>Australian shares rebounded on Wednesday from a three-week low hit in the previous session, lifted by iron ore and gold miners, though gains were capped by financial stocks as a sticky core inflation reading kept the possibility of a rate hike alive.</p>
<div class="lb-trans"><p>澳大利亚股市在周三从前一交易日创下的三周低点反弹，受铁矿石和黄金矿业公司的提振，尽管由于核心通胀数据的顽固性，金融股的涨幅受到限制，仍然保持加息的可能性。</p>
</div><p>The S&amp;P/ASX 200  edged 0.2% higher to finish at 8,695.60. The benchmark slipped 0.5% on Tuesday to mark its weakest session in three weeks.</p>
<div class="lb-trans"><p>S&amp;P/ASX 200 指数上涨 0.2%，收于 8,695.60 点。该基准在周二下跌 0.5%，创下三周以来的最低点。</p>
</div><p>Local data showed earlier in the day that consumer prices rose by less than forecast in November. A closely watched core gauge, however, remained above the central bank's 2%-3% target range, indicating persistent inflationary pressures and leaving scope for a potential interest rate hike.</p>
<div class="lb-trans"><p>当地数据显示，11 月份消费者价格上涨幅度低于预期。然而，一个备受关注的核心指标仍高于中央银行 2%-3% 的目标区间，表明通胀压力持续，留有潜在加息的空间。</p>
</div><p>The focus now turns to the quarterly measure, expected later this month, which will have a bearing on the Reserve Bank of Australia's first monetary policy meeting of the year in mid-February.</p>
<div class="lb-trans"><p>现在的焦点转向本月晚些时候即将发布的季度数据，这将影响澳大利亚储备银行在 2 月中旬的首次货币政策会议。</p>
</div><p>Swaps indicate a 35% chance of a quarter-point rate hike next month, higher than around 30% chance before the inflation data.</p>
<div class="lb-trans"><p>掉期市场显示，下个月加息 25 个基点的概率为 35%，高于通胀数据公布前的约 30%。</p>
</div><p>&#34;The earlier market pricing of further cuts in 2026 is being revised out of the curve, and odds of a hold or even modest hikes now outweigh fresh cuts in the near term,&#34; said Greg Boland, market strategy consultant at Moomoo Australia.</p>
<div class="lb-trans"><p>“市场早前对 2026 年进一步降息的定价正在被修正，维持利率不变或甚至适度加息的可能性现在超过了近期的新降息，” Moomoo Australia 的市场策略顾问 Greg Boland 表示。</p>
</div><p>Financials  fell 1% to a four-week low. Three of the &#34;Big Four&#34; banks dropped between 1.5% and 2%, while top lender CBA  slid 1.7% to its lowest point in nearly four weeks.</p>
<div class="lb-trans"><p>金融股下跌 1%，创下四周低点。“四大银行” 中的三家股价下跌 1.5% 至 2% 不等，而最大的贷款机构 CBA 下跌 1.7%，接近四周以来的最低点。</p>
</div><p>Conversely, miners  rose 1.2% to a record high on stronger commodity prices.</p>
<div class="lb-trans"><p>相反，矿业股上涨 1.2%，创下历史新高，受强劲商品价格的推动。</p>
</div><p>Shares of BHP  added 1% to close at a near two-year high, while Rio Tinto  rose 1.6% to hit a record for the third consecutive session.</p>
<div class="lb-trans"><p>BHP 的股价上涨 1%，收于近两年的最高点，而力拓的股价上涨 1.6%，连续第三个交易日创下新高。</p>
</div><p>Lynas Rare Earths , the world's largest rare-earths producer outside China, surged 14.5% after China banned exports of certain rare-earths elements to Japan.</p>
<div class="lb-trans"><p>Lynas Rare Earths 是全球最大的非中国稀土生产商，在中国禁止向日本出口某些稀土元素后，股价飙升 14.5%。</p>
</div><p>New Zealand's S&amp;P/NZX 50  climbed 0.4% to a record closing high of 13,715.02.</p>
<div class="lb-trans"><p>新西兰的 S&amp;P/NZX 50 指数上涨 0.4%，收于 13,715.02 的历史新高。</p>
</div>

澳大利亚股市在矿业的提振下从三周低点反弹，但银行板块表现不佳拖累了整体表现