澳大利亚S&P/ASX200指数8月3日（周一）收盘上涨22.20点，涨幅0.25%，报8999.00点。

Malaysia is considering allowing limited exports of unprocessed rare earths to bolster its supply-chain role in autos, defense and consumer goods, foreign media reported. The government suspended unprocessed rare-earth exports in 2024 to spur domestic processing investment; a senior official said authorities are now assessing the feasibility of relaxing the curbs amid intensifying competition for the minerals. Malaysia’s deputy minister for natural resources and environmental sustainability, Syed, said any new exports would be conditional on inbound investment and technology transfer and gave no timetable for changes. Syed said Malaysia has 16.1 mln tonnes of inferred rare-earth reserves; the government has previously valued them at Ringgit 970 bln (USD 237 bln).

A股钢铁板块走高，沙钢股份涨停，大中矿业、广大特材、河钢股份、久立特材、鞍钢股份、武进不锈等跟涨。