<p>要點：</p>
<ul>
<li>礦業股上漲 1.2%；力拓創下第三個歷史新高</li>
<li>金融股跌至四周低點；CBA 接近四周低谷</li>
<li>Lynas 因中國禁止向日本出口稀土而上漲 14%</li>
<li>NZ50 指數攀升至歷史收盤新高</li>
</ul>
<p>作者：Kumar Tanishk</p>
<p>澳大利亞股市在週三從前一交易日創下的三週低點反彈，受鐵礦石和黃金礦業公司的提振，儘管由於核心通脹數據的頑固性，金融股的漲幅受到限制，仍然保持加息的可能性。</p>
<p>S&amp;P/ASX 200 指數上漲 0.2%，收於 8,695.60 點。該基準在週二下跌 0.5%，創下三週以來的最低點。</p>
<p>當地數據顯示，11 月份消費者價格上漲幅度低於預期。然而，一個備受關注的核心指標仍高於中央銀行 2%-3% 的目標區間，表明通脹壓力持續，留有潛在加息的空間。</p>
<p>現在的焦點轉向本月晚些時候即將發佈的季度數據，這將影響澳大利亞儲備銀行在 2 月中旬的首次貨幣政策會議。</p>
<p>掉期市場顯示，下個月加息 25 個基點的概率為 35%，高於通脹數據公佈前的約 30%。</p>
<p>“市場早前對 2026 年進一步降息的定價正在被修正，維持利率不變或甚至適度加息的可能性現在超過了近期的新降息，” Moomoo Australia 的市場策略顧問 Greg Boland 表示。</p>
<p>金融股下跌 1%，創下四周低點。“四大銀行” 中的三家股價下跌 1.5% 至 2% 不等，而最大的貸款機構 CBA 下跌 1.7%，接近四周以來的最低點。</p>
<p>相反，礦業股上漲 1.2%，創下歷史新高，受強勁商品價格的推動。</p>
<p>BHP 的股價上漲 1%，收於近兩年的最高點，而力拓的股價上漲 1.6%，連續第三個交易日創下新高。</p>
<p>Lynas Rare Earths 是全球最大的非中國稀土生產商，在中國禁止向日本出口某些稀土元素後，股價飆升 14.5%。</p>
<p>新西蘭的 S&amp;P/NZX 50 指數上漲 0.4%，收於 13,715.02 的歷史新高。</p>

萊納斯(ADR)

<p>澳大利亞股市從三週低點反彈 0.2%，主要受到礦業股票上漲 1.2% 的推動，而金融股因持續的通脹擔憂跌至四周低點。S&P/ASX 200 指數收於 8,695.60 點。由於中國對日本實施稀土出口禁令，Lynas Rare Earths 股價飆升 14.5%。市場預計可能會加息，掉期顯示出 35% 的可能性，因為通脹仍高於澳大利亞儲備銀行的目標區間。新西蘭的 S&P/NZX 50 指數也創下了 13,715.02 的歷史新高</p>

<p>Key points:</p>
<div class="lb-trans"><p>要點：</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>礦業股上漲 1.2%；力拓創下第三個歷史新高</li>
<li>金融股跌至四周低點；CBA 接近四周低谷</li>
<li>Lynas 因中國禁止向日本出口稀土而上漲 14%</li>
<li>NZ50 指數攀升至歷史收盤新高</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>澳大利亞股市在週三從前一交易日創下的三週低點反彈，受鐵礦石和黃金礦業公司的提振，儘管由於核心通脹數據的頑固性，金融股的漲幅受到限制，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 指數上漲 0.2%，收於 8,695.60 點。該基準在週二下跌 0.5%，創下三週以來的最低點。</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>當地數據顯示，11 月份消費者價格上漲幅度低於預期。然而，一個備受關注的核心指標仍高於中央銀行 2%-3% 的目標區間，表明通脹壓力持續，留有潛在加息的空間。</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>現在的焦點轉向本月晚些時候即將發佈的季度數據，這將影響澳大利亞儲備銀行在 2 月中旬的首次貨幣政策會議。</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>掉期市場顯示，下個月加息 25 個基點的概率為 35%，高於通脹數據公佈前的約 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>“市場早前對 2026 年進一步降息的定價正在被修正，維持利率不變或甚至適度加息的可能性現在超過了近期的新降息，” Moomoo Australia 的市場策略顧問 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%，創下四周低點。“四大銀行” 中的三家股價下跌 1.5% 至 2% 不等，而最大的貸款機構 CBA 下跌 1.7%，接近四周以來的最低點。</p>
</div><p>Conversely, miners  rose 1.2% to a record high on stronger commodity prices.</p>
<div class="lb-trans"><p>相反，礦業股上漲 1.2%，創下歷史新高，受強勁商品價格的推動。</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 的股價上漲 1%，收於近兩年的最高點，而力拓的股價上漲 1.6%，連續第三個交易日創下新高。</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 是全球最大的非中國稀土生產商，在中國禁止向日本出口某些稀土元素後，股價飆升 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>新西蘭的 S&amp;P/NZX 50 指數上漲 0.4%，收於 13,715.02 的歷史新高。</p>
</div>

澳大利亞股市在礦業的提振下從三週低點反彈，但銀行板塊表現不佳拖累了整體表現