伊格尔矿业(AEM)
搜索文档
Gold Miners Are Crushing AI-Led Chip Rally – 6 Strong Buy Stocks
247Wallst· 2025-10-04 09:27
Gold prices have surged over 45% in 2024, reaching multiple record peaks and heading toward their strongest annual performance in 45 years. ...
Gold Stock Presents Shiny Opportunity to Call Traders
Schaeffers Investment Research· 2025-10-04 02:36
Gold miner Agnico Eagle Mines Ltd (NYSE:AEM) has cleared $160, a potential call wall after a pullback to $156. The shares are above a potential trendline of resistance connecting October and April highs with a short-term peak earlier this month. The shares’ 20-day moving average – supportive since an early-August breakout -- is sloping higher and currently sits at $155. Despite a 109% year-to-date gain, short interest has increased by 70% this year, including a 26% bump since August as bears faded the brea ...
狂涨135%碾压芯片股!黄金矿业股才是今年最大“黑马”
金十数据· 2025-10-03 17:38
核心观点 - 尽管人工智能概念和芯片股表现火热,但黄金矿业股可能是更值得入手的选择,其指数表现远超半导体指数 [2] - 黄金矿业股受益于金价强劲涨势、企业利润率扩张和估值重估,而半导体板块则面临估值过高的顾虑 [2][3] 市场表现对比 - MSCI全球黄金股票指数今年已暴涨约135%,与黄金价格涨幅保持同步 [2] - MSCI全球主要半导体企业指数今年仅上涨40%,黄金股指数表现正朝着有史以来最佳水平迈进 [2] - 黄金价格本身今年已飙升逾47%,多次触及历史新高,有望创下1979年以来最佳年度表现 [2] 代表性公司股价表现 - 纽蒙特公司(NEM)与阿格尼科鹰矿业有限公司(AEM)在纽约上市的股票,2025年以来涨幅均超100% [3] - 紫金矿业(02899)在香港上市的股票涨幅超过130%,跑赢了中国AI热门股阿里巴巴(09988) [3] 估值水平分析 - MSCI黄金矿业股指数的预期市盈率为13倍,略低于过去五年的平均值 [3] - 半导体指数的预期市盈率高达29倍,远高于五年均值,显示黄金矿业股的估值顾虑要小得多 [3] - 即便金价大幅上涨,矿业股的估值倍数仍不算高,因为企业盈利增速快于股价涨幅 [3] 驱动因素分析 - 全球各国央行持续增持黄金是推动金价上涨的关键因素之一 [2] - 美联储降息、去美元化趋势以及黄金ETF持仓量上升,也为金价提供了支撑 [2] - 黄金具有避险属性,若金价维持在历史高位附近,高利润率的逻辑对矿业股现金流依然成立 [2][3]
This Is What Whales Are Betting On Agnico Eagle Mines - Agnico Eagle Mines (NYSE:AEM)
Benzinga· 2025-10-02 23:01
Investors with a lot of money to spend have taken a bearish stance on Agnico Eagle Mines (NYSE:AEM).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AEM, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner s ...
Wallbridge Announces Sale of Detour East Claims
Globenewswire· 2025-10-02 21:37
TORONTO, Oct. 02, 2025 (GLOBE NEWSWIRE) -- Wallbridge Mining Company Limited (TSX:WM, OTCQB:WLBMF) (“Wallbridge” or the “Company”) is pleased to announce that it has sold mineral claims comprising the Detour East property to Agnico Eagle Mines Limited (“Agnico Eagle”) for cash consideration of $8 million plus a 2% NSR royalty over the property (with a $4 million buyback option in favour of Agnico Eagle). The Detour East claims were the subject of an existing earn-in agreement between Wallbridge and Agnico E ...
Agnico Eagle Mines Limited (AEM) Hits Record High; Sells Nearly 48 Million Shares of Royal Road Minerals Limited for Almost $4.1 Million
Yahoo Finance· 2025-10-02 07:29
With significant upside potential, Agnico Eagle Mines Limited (NYSE:AEM) secures a spot on our list of the 13 Best Quality Stocks to Buy According to Hedge Funds. Agnico Eagle Mines Limited (AEM) Hits Record High of $167.94; Sells 47,944,981 Shares of Royal Road Minerals Limited for Almost $4.1 Million On September 29, 2025, through the Toronto Stock Exchange, Agnico Eagle Mines Limited (NYSE:AEM) sold 47,944,981 shares of Royal Road Minerals Limited, its entire holding, for almost $4.1 million. Agnico ...
Agnico Eagle Mines (AEM) is a Great Momentum Stock: Should You Buy?
ZACKS· 2025-10-02 01:00
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...
13 Best Quality Stocks to Buy Right Now.
Insider Monkey· 2025-10-01 04:40
In this article, we will discuss the 13 Best Quality Stocks to Buy Right Now.In addition to capturing secular growth trends in technology, healthcare, and energy, quality stocks frequently show the capacity to withstand macroeconomic unpredictability, such as geopolitical tensions, commodity fluctuations, or brief fiscal interruptions. Due to their endurance, they are particularly appealing to investors seeking steady, long-term growth amid volatility.On September 29, 2025, gold soared to a record high abov ...
Agnico sheds entire 18% stake in Royal Road
MINING.COM· 2025-09-30 23:32
Royal Road Minerals is exploring in Saudi Arabia, Morocco, Colombia and Argentina. Credit: Royal Road Minerals Agnico Eagle Mines (NYSE, TSX: AEM) says it has sold its entire 18% shareholding in copper-gold explorer Royal Road Minerals (TSXV: RYR) for proceeds of approximately C$5.51 million.The shares, totalling nearly 47.9 million, were sold at C$0.115 each. This represents a 6% discount over Royal Road’s market open price of C$0.16 on Monday, the day of Agnico’s disclosure. On Tuesday, it again traded at ...
The Gold Rush of 2025: Where Do We Go from Here?
Daily Reckoning· 2025-09-30 22:31
贵金属价格表现 - 2025年前九个月黄金价格从每盎司2645美元上涨至超过3850美元,涨幅超过47% [4] - 白银价格从每盎司2960美元上涨至超过47美元,涨幅约58% [4] - 铂金价格从每盎司995美元上涨至约1600美元,涨幅达60% [4] - 贵金属价格上涨反映了美元价值的持续下跌,这一趋势自1971年尼克松总统将美国从金本位制中脱离后已持续数十年 [7][9] 实物贵金属持有策略 - 实物贵金属被视为“元素货币”,其所有权意味着财富脱离了经济中的信贷侧,本质上是一种去风险化行为 [7][8] - 在需要现金时,应优先出售股票或其他“纸黄金”类资产,而非实物贵金属,因为实物金属是真正的货币,不属于任何其他方的负债 [10] - 出售实物金属通常会产生交易费用,导致实际收益低于金属的美元价值乘以价格,因此除非急需现金,否则不应轻易出售 [11] - 持有实物贵金属具有隐私性优势,其所有权和存储地点无需对外公开,应谨慎处理相关信息 [12] 矿业权投资公司表现 - 随着贵金属价格上涨,矿业权投资公司的现金流和盈利能力显著受益 [14][15] - 弗兰科尼华达公司股价从2025年初的125美元上涨至当前的225美元 [15] - 皇家黄金公司股价从134美元上涨至198美元 [15] - 奥西斯科矿业权公司股价从18美元上涨至超过39美元 [15] - 惠顿贵金属公司股价从56美元上涨至110美元 [15] 矿业公司股价表现 - 巴里克矿业股价从14美元上涨至33美元 [18] - 纽蒙特矿业股价从38美元上涨至84美元 [18] - 阿格尼克鹰矿股价从83美元上涨至166美元 [19] - 金罗斯黄金股价从950美元上涨至超过24美元 [19] - 西巴耶-静水公司股价从325美元上涨至超过11美元,成为铂金领域的明显突破 [20] 矿业开发公司表现 - 西桥黄金股价从11美元上涨至超过23美元,该公司在加拿大北部拥有世界级的铜金资源 [20] - 奥西斯科开发公司股价从140美元上涨至340美元,正在不列颠哥伦比亚省重新开发一个经典的老金矿区 [21] - 麦尤恩公司股价从8美元上涨至超过16美元,基于其在加拿大的黄金产量以及在阿根廷一个大型铜金矿的权益 [21] 行业趋势与展望 - 硬资产正变得越来越货币化,它们是“真实”的产品,而非像大多数货币那样的电子1和0,实物金属无法伪造,这正成为全球共识 [23] - 贵金属不仅是长期保值的手段,其涨幅明显超过了通货膨胀和美元价值的一般下降幅度 [24] - 贵金属板块存在上行空间,这不仅限于贵金属侧,其他金属如锑、铜、铀和锌也各有其故事 [24]