<p>要點：</p>
<ul>
<li>AXJO 收盤上漲 0.3%</li>
<li>礦業股上漲 0.8%，創下歷史新高</li>
<li>房地產股票下跌 2.1%</li>
</ul>
<p>作者：Shruti Agarwal</p>
<p>澳大利亞股市週四收高，礦業股票受到創紀錄的銅價推動，抵消了由於最新經濟數據引發的對加息的堅定預期而導致的房地產和消費類股票的損失。</p>
<p>S&amp;P/ASX 200 指數上漲 0.3%，收於 8,618.40 點。基準指數週三上漲 0.2%。</p>
<p>礦業股上漲 0.8%，連續第三個交易日創下歷史新高。該子指數今年迄今已上漲超過 32%，超過基準指數的 5.6% 的漲幅。</p>
<p>上海銅週四創下歷史新高，受到倫敦金屬交易所（LME）倉單取消大幅增加的推動，這表明美國以外的供應緊張，同時市場對美聯儲下週降息的預期也在增加。</p>
<p>基準三個月 LME 銅週三創下歷史新高。</p>
<p>“這種礦業的強勁表現主要是商品驅動，尤其是銅，” Global X ETFs 的高級產品與投資策略師 Marc Jocum 説。</p>
<p>“更廣泛地説，投資者在通脹風險依然高企和供應限制持續的環境中，正傾向於將商品作為對沖工具，” Jocum 補充道。</p>
<p>必和必拓（BHP Group）上漲 3.6%，力拓（Rio Tinto）上漲 3.9%。</p>
<p>金融股上漲 0.6%，四大銀行的漲幅在 0.2% 到 1.7% 之間。</p>
<p>房地產股票（.AXRE）是指數最大的拖累，下降 2.1%。</p>
<p>該行業正承受最新利率變動重新定價的壓力，Jocum 表示，市場普遍預期下一步將是加息而非降息，利率敏感型行業如房地產投資信託（REITs）受到的影響最大，因為主要銀行提高了定期存款利率。</p>
<p>數據顯示，澳大利亞家庭支出在十月份以兩年來最高的速度激增。這一數據與顯示出強勁的 GDP 增長、就業激增和高通脹的報告相呼應，所有這些都表明下一步的利率變動可能是加息而非降息。</p>
<p>投資者預計在五月份加息的可能性為 50%。</p>
<p>新西蘭基準 S&amp;P/NZX 50 指數上漲 0.5%，收於 13,515.62 點。</p>

力拓

必和必拓

力拓集團

<p>澳大利亞股市上漲 0.3%，由於銅價創下歷史新高，礦業股票大幅上漲，儘管房地產和消費類股票出現虧損。標準普爾/ASX 200 指數收於 8,618.40 點。礦業股上漲 0.8%，必和必拓和力拓分別上漲 3.6% 和 3.9%。房地產股票因加息預期下跌 2.1%。澳大利亞家庭支出激增，顯示出潛在的加息可能。新西蘭的標準普爾/NZX 50 指數上漲 0.5%</p>

<p>Key points:</p>
<div class="lb-trans"><p>要點：</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 收盤上漲 0.3%</li>
<li>礦業股上漲 0.8%，創下歷史新高</li>
<li>房地產股票下跌 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>澳大利亞股市週四收高，礦業股票受到創紀錄的銅價推動，抵消了由於最新經濟數據引發的對加息的堅定預期而導致的房地產和消費類股票的損失。</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 指數上漲 0.3%，收於 8,618.40 點。基準指數週三上漲 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>礦業股上漲 0.8%，連續第三個交易日創下歷史新高。該子指數今年迄今已上漲超過 32%，超過基準指數的 5.6% 的漲幅。</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>上海銅週四創下歷史新高，受到倫敦金屬交易所（LME）倉單取消大幅增加的推動，這表明美國以外的供應緊張，同時市場對美聯儲下週降息的預期也在增加。</p>
</div><p>The benchmark three-month LME copper  scaled a record peak on Wednesday.</p>
<div class="lb-trans"><p>基準三個月 LME 銅週三創下歷史新高。</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>“這種礦業的強勁表現主要是商品驅動，尤其是銅，” Global X ETFs 的高級產品與投資策略師 Marc Jocum 説。</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>“更廣泛地説，投資者在通脹風險依然高企和供應限制持續的環境中，正傾向於將商品作為對沖工具，” Jocum 補充道。</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）上漲 3.6%，力拓（Rio Tinto）上漲 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>金融股上漲 0.6%，四大銀行的漲幅在 0.2% 到 1.7% 之間。</p>
</div><p>Real estate stocks (.AXRE) were the biggest drag on the index, declining 2.1%.</p>
<div class="lb-trans"><p>房地產股票（.AXRE）是指數最大的拖累，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>該行業正承受最新利率變動重新定價的壓力，Jocum 表示，市場普遍預期下一步將是加息而非降息，利率敏感型行業如房地產投資信託（REITs）受到的影響最大，因為主要銀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>數據顯示，澳大利亞家庭支出在十月份以兩年來最高的速度激增。這一數據與顯示出強勁的 GDP 增長、就業激增和高通脹的報告相呼應，所有這些都表明下一步的利率變動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>投資者預計在五月份加息的可能性為 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>新西蘭基準 S&amp;P/NZX 50 指數上漲 0.5%，收於 13,515.62 點。</p>
</div>

由於銅價飆升，澳大利亞股市上漲，帶動礦業股走高