Gold Shines Brighter Than AI-Driven Semiconductor Stocks: 7 Mining Stocks To Watch With Prices At Record Highs
Gold Shines Brighter Than AI-Driven Semiconductor Stocks: 7 Mining Stocks To Watch With Prices At Record Highs
If someone were to tell you that NVIDIA Corp. (NASDAQ:NVDA) and its peers, as represented by the iShares Semiconductor ETF (NASDAQ:SOXX), didn't lead the pack in the first week of March, you might find it hard to believe.
如果有人告诉你，英伟达公司（纳斯达克股票代码：NVDA）及其以iShares半导体ETF（纳斯达克股票代码：SOXX）为代表的同行在3月的第一周没有处于领先地位，你可能会觉得难以置信。
However, an old-economy industry, far distant from the AI hype, significantly outperformed chipmakers.
但是，与人工智能炒作相去甚远的旧经济行业的表现明显优于芯片制造商。
As Federal Reserve Chair Jerome Powell addressed the U.S. Congress regarding the possibility of rate cuts contingent upon sustained declines in inflation, an asset quietly ascended to historic heights: gold.
当美联储主席杰罗姆·鲍威尔就以通货膨胀持续下降为条件降息的可能性向美国国会发表讲话时，一种资产悄然升至历史高度：黄金。
The precious metal surged past $2,160 per troy ounce this week, marking eight consecutive sessions of gains. This significant movement didn't escape the attention of value-oriented investors, who flocked to one of the most affordable equity industries.
本周贵金属价格飙升至每金衡盎司2,160美元以上，连续八个交易日上涨。这一重大走势未能逃脱以价值为导向的投资者的注意，他们涌向最实惠的股票行业之一。
The VanEck Gold Miners ETF (NYSE:GDX), a gauge for the performance of the gold mining industry, saw an impressive surge of 15% since late February, outpacing the rise of the AI-related semiconductor sector during the same period.
衡量金矿业表现的VanEck Gold Miners ETF（纽约证券交易所代码：GDX）自2月下旬以来大幅上涨了15％，超过了同期人工智能相关半导体行业的涨幅。
Chart: Gold Miners Outperformed Semiconductors Since Late February, As Gold Hits Record Highs
图表：由于黄金创下历史新高，自2月下旬以来，黄金矿商的表现超过半导体
Amidst growing investor concerns over expensive valuations and the possibility that the stock market has surged too rapidly, the allure of gold miners becomes particularly pronounced due to their comparatively more affordable valuations.
在投资者对昂贵估值的担忧与日俱增以及股市飙升过快的可能性中，由于估值相对更实惠，黄金矿商的吸引力变得尤为明显。
Currently, the VanEck Gold Miners ETF boasts a forward price-to-earnings ratio of 18x, which is cheaper than the S&P 500's 21x and the semiconductor industry's 30x.
目前，VanEck Gold Miners ETF的远期市盈率为18倍，比标准普尔500指数的21倍和半导体行业的30倍便宜。
The attractive valuations of gold miners have likely captured the interest of value-seeking investors, who aim to steer clear of sectors that have seen their prices surge beyond analysts' upward revisions of future earnings.
黄金矿商诱人的估值可能吸引了追求价值的投资者的兴趣，他们的目标是避开那些价格在分析师向上修正未来收益之后价格飙升的行业。
Since mid-February, the VanEck Gold Miners ETF has witnessed inflows of over $350 million, effectively reversing the outflows seen earlier this year.
自2月中旬以来，VanEck Gold Miners ETF的流入量已超过3.5亿美元，实际上扭转了今年早些时候的资金外流。
If fundamentals offer significant insights, technical signals may further reinforce the onset of a bull market.
如果基本面提供重要的见解，则技术信号可能会进一步强化牛市的开始。
This week, the gold mining stock gauge surged above both the 50-day and the 200-day moving averages, with the two now forming a so-called golden cross pattern.
本周，金矿业股票指数飙升至50天和200天移动平均线上方，两者现在形成了所谓的黄金交叉模式。
Chart: Golden Cross Appears On Gold Mining Stocks
图表：金十字架出现在金矿业股票上
March's Top Performing Mining Stocks And Their Current Valuation
3月份表现最好的矿业股及其当前估值
| Name | Price Chg. % (MTD) | P/E (NTM) | P/E (LTM) |
| Genesis Minerals Limited (OTCPK: GSISF) | 25.33% | 31.3x | – |
| Torex Gold Resources Inc. (OTCPK: TORXF) | 23.24% | 10.5x | 5.5x |
| Coeur Mining, Inc. (NYSE:CDE) | 22.01% | – | – |
| OceanaGold Corporation (OTCPK: OCANF) | 19.56% | 9.0x | 16.9× |
| AngloGold Ashanti plc (NYSE:AU) | 18.75% | 12.0x | 238.3x |
| DRDGOLD Limited (NYSE:DRD) | 18.67% | 12.0x | 9.5x |
| Perseus Mining Limited (OTCPK: PMNXF) | 17.95% | 7.9x | 6.0x |
| 姓名 | 价格变化百分比 (MTD) | 市盈率 (NTM) | 市盈率 (LTM) |
| 创世纪矿业有限公司（场外交易代码：GSISF） | 25.33% | 31.3 倍 | — |
| Torex Gold Resources Inc.（场外交易代码：TORXF） | 23.24% | 10.5 倍 | 5.5 倍 |
| Coeur Mining, Inc.（纽约证券交易所代码：CDE） | 22.01% | — | — |
| OceanaGold 公司（场外交易代码：OCANF） | 19.56% | 9.0x | 16.9× |
| AngloGold Ashanti plc（纽约证券交易所代码：AU） | 18.75% | 12.0x | 238.3 倍 |
| DRDGOLD 有限公司（纽约证券交易所代码：DRD） | 18.67% | 12.0x | 9.5 倍 |
| 英仙座矿业有限公司（场外交易代码：PMNXF） | 17.95% | 7.9 倍 | 6.0 倍 |
Read Now: EXCLUSIVE: Value Investor Is 'Very Happy To Take Advantage' Of Top Gold Miner At Historical Discount
立即阅读：独家：价值投资者 “非常乐意以历史折扣” 顶级黄金矿商的优势
This image was generated using artificial intelligence MidJourney
这张图片是使用人工智能 MidJourney 生成的