《黄金闪耀，AI狂飙》 大洋彼岸，美国财政账本依旧紧绷。关税收入在短期内缓解赤字，但法律挑战和巨额债务仍像悬顶利 剑。真正的调整，恐怕要等市场"逼宫"国会才会发生。 一个是古老的避险港湾，一个是未来的增长引擎。黄金与AI同时闪耀，聪明的投资者或许早已明白： 两手都要硬。 你以为只有AI才是资本市场的新宠？那你可能低估了黄金的"老钱魅力"。在降息预期推动下，金价突破 3500美元/盎司，黄金行业市值飙至5500亿美元，是2022年低点的三倍多。但别急着喊"泡沫"，黄金在 全球股市中的占比仅0.39%，远低于2011年的0.71%。若重回这一水平，市值有望逼近万亿美元。 与此同时，亚太正成为AI狂飙的主战场。到2030年，全球AI市场规模预计达1.2万亿美元，其中约1万亿 将流向亚太。中国凭借科研与制造优势，加速构建自主生态，从芯片到软件全面发力。人口老龄化的中 国、日本、韩国靠AI提升效率，而印度等依赖廉价劳动力的国家，则面临被替代的风险。中国AI指数 市盈率短短两个月从55倍飙到73倍，热度惊人，但长期看，基础设施与核心硬件才是真正的护城河。 ——在全球市值飙升与亚太科技崛起的夹缝中，黄金股为何依旧亮眼 （唐 ...

近年来，受地缘冲突、美国发动关税战、美联储政策等因素影响，国际黄金价格显著上涨。然而，高昂的金价正在催生一个庞大且极具破坏性的 地下产业。联合国毒品和犯罪问题办公室(UNODC)今年5月警告称，有组织犯罪正深度嵌入黄金供应链，构成了"严重的全球威胁"。 "金矿黑手党"：非法运营全球扩张 在印尼兰通村的偏远地区，"一座又一座山顶的植被被剥光"，挖掘机挖出岩石，而"奥林匹克标准游泳池大小的壕沟中聚集着乳白色的化学品"。印度尼西亚 调查人员称，这是"资金雄厚、人脉广布的外国采矿集团所为"，而"这一切几乎无一是合法的"。一些集团在没有许可证的情况下运营，被当地居民称为"采 矿黑手党"。当地黄金商人赫鲁·海鲁丁表示："我们不知道他们把金子带去了哪里，我们只知道金子不会留在这里。"在另一村庄塞科通，村民们称，非法金 矿使用的汞和氰化物"正在毒害他们的河流系统"。 这种"黑手党"因为金价的飙升正在被不断复制。在非洲加纳，官员们称外国犯罪集团"已经摧毁了加纳西部和南部的大片地区"，并且现在正向该国北部转 移。加纳国土资源部长伊曼纽尔·阿尔马-科菲·布阿在采访中表示，被驱逐出境的矿工"通常都能设法重返该国"，"情况一直很艰难" ...

公司股价表现 - 公司股价从一年前的1.70美元上涨至6美元中段区间，涨幅超过250% [1] 行业专家观点 - 行业专家认为黄金板块仍有上涨空间，并持续看好黄金投资价值 [1] - 行业专家将公司列为黄金矿业股中的第二选择，优先推荐Agnico Eagle，其次为Newmont Mining [1] - 行业专家在闪电环节中表示公司"表现尚可"，但更推荐Agnico Eagle因其业绩表现优异 [2] 公司业务概况 - 公司专注于开发及运营黄金、白银和铜矿资产 [2] 投资比较观点 - 尽管承认公司投资潜力，但认为部分人工智能股票具备更大上涨空间及更低下行风险 [2]

Noteworthy this weekGold miners’ operational leverageInflation is a monetary phenomenonThe rich drive consumptionUS$1.2trn in interestRisk of US recession risesGold miners’ operational leverage: Gold miners typically have a relatively fixed cost per ounce of gold produced. As the gold price reaches new ATHs, miners benefit from their operational leverage.This is what operational leverage looks likeGold miners are literally printing money:▪️Gold at $2,900 → $1,500 profit per oz◾️Gold at $3,650 → $2,250 profi ...

Toronto, Ontario--(Newsfile Corp. - September 19, 2025) - QcX Gold Corp. (TSXV: QCX) (OTC Pink: QCXGF) (FSE: 21MA) ("QcX" or the "Company") is pleased to announce that further to its press release dated August 22, 2025, it has closed its non-brokered private placement financing for gross proceeds of $750,000 through the issuance of 7,500,000 units (each, a "Unit") at a price of $0.10 per Unit (the "Offering").Each Unit was comprised of one common share of the Company (each, a "Common Share") and one whole ...

勘探项目启动 - 公司于2025年9月19日启动100%拥有的Electrolode项目勘探计划 项目位于安大略省西北部红湖地区 战略位置介于Kinross Gold的Great Bear项目和First Mining Gold的Springpole项目之间 [1] - 2025年勘探计划包括修复现有基础设施 对历史钻芯进行金矿采样 在优先靶区完成采样和测绘工作 为2026年钻探计划做准备 [1] 技术团队配置 - 勘探负责人Tim Twomey为专业地质学家 擅长构造地质学和太古代脉状金矿矿床研究 特别熟悉红湖地区地质特征 [2] - 团队将测试红湖地区地质研究新思路 重点追踪未测试的块状硫化物带金矿潜力及其延伸区域 以及未勘探的复杂岩性构造靶区 [2] 管理层任命 - Michael Dehn出任执行董事长 拥有30年加拿大勘探和采矿经验 曾担任Goldcorp高级地质学家11年 负责红湖金矿区的区域勘探项目 [3] - 被行业誉为红湖金矿营地地质特征"权威专家" 具备大型矿业公司规范管理 初级公司灵活运营和公共服务责任感的综合领导能力 [4][5] - 持有滑铁卢大学地球科学学士学位 同时担任多伦多西北80公里处埃林镇（人口13,000）镇长及惠灵顿县议员 [3] 营销合作安排 - 与GRA Enterprises LLC（运营名称为National Inflation Association "NIA"）签订营销服务协议 服务期12个月 自2025年9月19日起 总费用10万美元 [6] - 服务范围包括社交媒体管理 内容创作与分发 数字营销和广告投放 合作方为独立第三方 不持有公司股权或可转换工具 [6] 资产基础概况 - Electrolode项目占地3,000公顷连续地块 已完成大量历史钻探和现代航空地球物理勘探 完全具备勘探钻井许可条件 [8] - 项目包含10个历史矿化带 具备显著扩展潜力 同时存在未测试新靶区 位于三条有利地质构造带上 毗邻红湖金矿营地主要矿区 [8]

VANCOUVER, British Columbia, Sept. 19, 2025 (GLOBE NEWSWIRE) -- 1911 Gold Corporation (“1911 Gold” or the “Company”) (TSXV: AUMB; OTCQB: AUMBF; FRA: 2KY) is pleased to announce that it has entered into an amended and restated agreement with Haywood Securities (“Haywood”), as lead agent, on its own behalf and on behalf of Velocity Capital Partners (together with Haywood, the “Agents”), to amend the terms of its previously announced “best efforts” private placement and LIFE offering to increase the size of th ...

AngloGold Ashanti CEO Alberto Calderon said three-quarters of company output already comes from tier-one assets and the aim is 85% by the mid-2030s. Credit: Henry Lazenby Colorado Springs – A year of record bullion prices has the gold sector talking less about buying ounces in takeovers and more about finding them in their midst.At the Mining Forum Americas in Colorado Springs, the industry’s biggest producers, streamers and would-be builders struck a rare consensus this week: stick to tier-one assets, kee ...

We came across a bullish thesis on Newmont Corporation on X.com by Garic Moran. In this article, we will summarize the bulls’ thesis on NEM. Newmont Corporation's share was trading at $78.43 as of September 10th. NEM’s trailing and forward P/E were 14.21 and 9.85 respectively according to Yahoo Finance. Agnico Eagle Mines Limited (AEM) Is Just Too Good, Says Jim Cramer Photo by Gold-bar-jingming-pan on Unsplash Newmont Mining Corporation ($NEM) experienced a sharp $3.40 decline, erasing approximately $3 ...

Ahead of the Herd & Under the Spotlight - Rick Mark, CEO Harvest Gold (TSX.V:HVG) Investorideas.com (www.investorideas.com Newswire) Rick, I think our readers would like to know a little bit more about you and how you came to be CEO of Harvest. Rick Mark, President and CEO, Harvest Gold: Well, I think we met probably 20 years ago, Rick, when I had begun my time with a group of guys who had a company called Rare Earth Metals, which became VMS Ventures. We were exploring in Manitoba at that time. Du ...