周四，标准普尔/澳交所200指数上涨0.3%，收于8970点，打破了三个交易日的下滑，主要矿业股在大宗商品价格强劲的情况下创纪录上涨。随着中国买家结束长假归来，占基准指数市值近四分之一的矿业股上涨2%，创下历史新高。强劲的铁矿石和铜价也在供应和补充库存的动态中提振了该行业。在行业领军企业中，必和必拓和力拓分别上涨2.9%和1.6%，South32触及三个月收盘高点，而Lynas Rare Earths在签署美国供应协议后飙升至14年高点。与中国关系密切的采矿业今年迄今也飙升了28.3%，表现优于大盘，这一势头得到了全球利率预期、地缘政治风险和相对估值的支撑。不利的一面是，金融股下跌0.5%，主要银行联邦银行下跌1.3%，因该行业在估值担忧下继续表现不佳。
The S&P/ASX 200 finished 0.3% higher at 8,970 on Thursday, breaking a three-session slide, lifted by record gains in major mining stocks amid robust commodity prices. Miners, which account for nearly a quarter of the benchmark index by market value, climbed 2% to an all-time high, as Chinese buyers returned from a long holiday. Strong iron ore and copper prices also boosted the sector amid supply and restocking dynamics. Among the sector leaders, BHP and Rio Tinto rose 2.9% and 1.6%, respectively, South32 hit a three-month closing high, while Lynas Rare Earths surged to a 14-year peak after signing a US supply deal. The mining sector, closely tied to China, has also surged 28.3% so far this year, outperforming the broader market, with momentum supported by global rate expectations, geopolitical risks, and relative valuations. On the downside, financials fell 0.5%, led by a 1.3% drop from top lender Commonwealth Bank, as the sector continues to underperform amid valuation concerns.
