已收盘 12-19 16:00:00 美东时间
+2.165
+2.53%
10月16日,经历了矿业板块的低迷几年后,随着黄金和白银持续创历史新高,投资者重新关注这一市场。Mhmarkets迈汇认为,贵金属价格的强劲势头正在吸引更多资金...
10-16 17:59
来源:智通财经 在近期黄金价格屡创新高之际,瑞银于3月31日发布研报,提及表现同样不俗的黄金矿业股。瑞银指出,黄金矿业股在2025年的表现更好,按以美元计算的总回报率,VanEck黄金矿业ETF(GDX)的表现比黄金高出约20%。但问题在于,这种趋势会持续下去吗? 瑞银指出,黄金矿商为金价上涨、潜在的业绩增长和股息收益率提供了经营杠杆,因此理论上,它们在金价上行周期中的表现应该好于黄金。但与此同时,黄金矿商也面临着成本/资本支出通胀的阻力,以及替代枯竭资源/增加产量的持续压力。此外,在过去十年里,黄金行业在通过增长/并购创造增值回报方面的表现不佳,而通胀通常抵消了金价的上涨,导致G...
04-01 16:27
金吾财讯 | 自去年初金价突破“杯柄形态”(Cup with Handle)后,涨势持续攀升,屡创历史新高。昨日,纽约期金更首次突破3,000美元心理关口,最高触及3,003.90美元。从技术走势而言,金价已进入“不可测领域”(uncharted territory),显示传统技术分析对后市的指引作用可能有限。然而,地沿政治、央行积极增持,以至ETF资金流向观察,资金仍持续且积极流入黄金市场,意味黄金价格的后续走势仍具进一步上行空间。 除了黄金本身,金矿股的表现亦值得关注。从过去十年的趋势来看,金价与金矿股(VanEck Gold Miners ETF(GDX))大致同步变动(图1),两者的每...
03-14 13:55
The momentum in gold’s recent rally has lost much of its shine, with the precious metal unable to reach new record highs since Aug. 20, as U.S. Treasury yields stabilize and the dollar rebounds. On Wednesday, gold traded at $2,505 per ounce, down 0.8% for the day, poised to break a three-session win...
2024-08-28 23:36
Minutes from the July Federal Open Market Committee (FOMC) meeting have further solidified investors’ expectations for a rate cut at the upcoming September meeting, as policymakers highlighted continued progress in disinflation. The U.S. dollar index, as closely tracked by the Invesco DB USD Index B...
2024-08-22 03:55
The U.S. labor market’s seemingly gravity-defying growth has been tempered by revisions to employment gains from April 2023 to March 2024. The American economy has seen 818,000 nonfarm payrolls, previously reported in official government statistics, vanish into thin air. This downward revision reduc...
2024-08-21 23:58
The price of gold has reached an all-time high, and experts are predicting that it could climb even higher due to a combination of factors. What Happened: Gold prices have surged approximately 20% this year, reaching a record high on Friday. The spot gold price is now just shy of $2,500 an ounce. Ol...
2024-08-20 19:00