Global Equities Roundup: Market Talk
Global Equities Roundup: Market Talk
The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day.
最新的市場會談涉及股票。全天在道瓊斯通訊社獨家發佈。
0522 GMT - Australia's S&P/ASX 200 closed 0.1% higher at 7379.2, edging up amid gains by materials stocks. The benchmark ended a run of consecutive losses despite another slip by Commonwealth Bank, which lost 1.5%, a day after the country's largest listed company by market capitalization suffered its fifth biggest share-price fall. The two best-performing ASX components were both in the materials sector. Nufarm bounced 5.2% from the prior day's heavy fall, while Evolution jumped 9.7% as analysts digested its acquisition of the remaining 70% of the Ernest Henry copper-gold mine. A clutch of gold miners including Newcrest, Northern Star and Ramelius rose in its wake, gaining between 1.4% and 2.9%. (stuart.condie@wsj.com; @StuartLCondie)
0522GMT-澳洲S&P/ASX200指數收高0.1%，報7379.2點，在材料類股上漲中微升。該基準指數結束了連續下跌的局面，儘管澳大利亞聯邦銀行(Federal Bank)再次下跌1.5%，此前一天，這家中國市值最大的上市公司的股價遭遇了第五大跌幅。表現最好的兩個ASX成分股都在材料板塊。Nuarm從前一天的暴跌中反彈了5.2%，而Evolution則躍升了9.7%，分析師消化了該公司收購Ernest Henry銅金礦剩餘70%股份的交易。包括Newcrest、Northern Star和Ramelius在內的一批黃金礦商緊隨其後上漲，漲幅在1.4%至2.9%之間。(stuart.Condie@wsj.com；@StuartLCondie)
0511 GMT - Shanghai Baosight Software looks well-positioned to benefit from increased digitization demand from China's steel industry, Jefferies says. The bank reckons that the steel industry is likely to undergo radical changes as 5G and AI technologies develop, as these capabilities would enable real-time data collection, analysis and decisions that are key to heavy industrial processes like steel making. Baosight is at the forefront of developing these technical features such as constant heat data sampling and centralized control rooms, Jefferies says. The company's technologies also have high entry barriers, making its over-65% market share hard to challenge, Jefferies adds. Shares are down 2.1% at CNY71.43. (yifan.wang@wsj.com)
0511GMT-傑富瑞(Jefferies)表示，上海寶視軟件看起來處於有利地位，有望受益於中國鋼鐵行業日益增長的數字化需求。世行認為，隨着5G和人工智能技術的發展，鋼鐵行業可能會經歷根本性的變化，因為這些能力將使實時數據收集、分析和決策成為可能，這些數據收集、分析和決策對鍊鋼等重工業流程至關重要。傑富瑞説，寶視在開發恆温數據採樣和集中控制室等技術功能方面走在了前列。傑富瑞補充説，該公司的技術也有很高的進入門檻，這使得其超過65%的市場份額很難挑戰。股價下跌2.1%，至人民幣71.43元。(yifan.wang@wsj.com)
0502 GMT - The Hang Seng Index could soon include more healthcare, IT and consumer stocks in a bid to give more weight to underrepresented sectors with large market capitalization in Hong Kong, China Galaxy International says. It notes the Hang Seng Indexes Company will announce the results of its 3Q review of the Hang Seng family of indexes Friday, with changes effective on Dec. 6. Companies likely up for inclusion are Nongfu Spring, China Resources Beer, BiliBili, SMIC, JD Health, BeiGene and JD Logistics, the broker reckons. China Galaxy adds that the weighting of larger-cap companies like Meituan and Tencent may be reduced due to an 8% weightage cap. (yongchang.chin@wsj.com)
0502GMT-中國銀河國際(China Galaxy International)表示，恆生指數(Hang Seng Index)可能很快就會納入更多醫療保健、IT和消費類股，以求給予香港市值較大、代表性不足的行業更多權重。報告指出，恆生指數公司(Hang Seng Index Company)將於週五公佈對恆生指數系列指數的第三季度評估結果，變化將於12月6日生效。該經紀公司認為，可能納入該指數的公司有農夫山泉、華潤啤酒、嗶哩嗶哩-SW、中芯國際、京東健康、百濟神州和京東物流。中國銀河補充説，由於8%的權重上限，美團-W和騰訊控股等大盤股的權重可能會降低。(yongchang.chin@wsj.com)
譯文內容由第三人軟體翻譯。