Gold Rush Begins As Fed Hints At Rate Cuts: 5 Mining Stocks Glitter With Over 30% Rally This Month
Gold Rush Begins As Fed Hints At Rate Cuts: 5 Mining Stocks Glitter With Over 30% Rally This Month
The price of gold reached all-time high of over $2,200 per ounce this week, reacting positively to the indications emerging from the latest Federal Open Market Committee (FOMC) meeting in which policymakers reiterated their intentions to cut interest rates three times in the current year.
本周金价创下每盎司2,200美元以上的历史新高，对联邦公开市场委员会（FOMC）最新会议上出现的迹象做出了积极的反应，决策者在会上重申了他们打算在今年三次降息。
The precious metal already surged by 6% this month, marking its fourth positive week out of the last five, sparking a revival in gold mining stocks.
贵金属本月已经飙升了6％，这是过去五周中的第四周上涨，引发了金矿业股的复苏。
In a recent note from Bank of America published this week, analysts reiterated gold remained one of the favored trades for 2024, citing three key drivers: its hedge status against global stocks, central banks' accumulation of gold at record levels and the potential for increased investor participation in ETF purchases.
在美国银行本周发布的最新报告中，分析师重申黄金仍然是2024年的青睐交易之一，理由是三个关键驱动因素：其对全球股票的套期保值地位、各国央行的黄金积累达到创纪录水平以及投资者参与ETF购买的可能性增加。
Bank of America remarked, "More investors could enter the market if yields fall, potentially propelling the gold price to a long-term upside around $2500-$2600."
美国银行表示：“如果收益率下降，可能会有更多投资者进入市场，这有可能推动金价长期上涨至2500美元至2600美元左右。”
Read Also: Gold Investors Should Own These ETFs, Says Bank Of America: Why Analysts Expect Gold Spike To $2,600
另请阅读：美国银行表示，黄金投资者应该拥有这些ETF：为什么分析师预计黄金价格将飙升至2600美元
Despite these bullish trends in gold prices, several mining stocks have trailed behind the commodity and are yet to demonstrate their full upside potential. For instance, the VanEck Gold Miners ETF (NYSE:GDX) is down 3% year-to-date, in contrast to an 8% gain in spot gold prices.
尽管黄金价格呈现这些看涨趋势，但仍有几只矿业股落后于该大宗商品，尚未展现出其全部上行潜力。例如，VanEck Gold Miners ETF（纽约证券交易所代码：GDX）今年迄今已下跌3％，而现货黄金价格上涨了8％。
In another note, Bank of America's research analyst Lawson Winder, CFA, highlighted that several gold mining stocks are undervalued compared to the spot market price of gold.
在另一份报告中，美国银行研究分析师劳森·温德（Lawson Winder）（特许金融分析师）强调，与黄金现货市场价格相比，几只金矿业股票被低估了。
According to Winder, Centerra Gold Inc. (NYSE:CGAU) was priced as if gold were trading at $1,240 per ounce. Other undervalued mining stocks in comparison to the gold price include B2Gold Corp. (NYSE:BTG), Barrick Gold Corp. (NYSE:GOLD) and Newmont Corp. (NYSE:NEM).
根据温德的说法，Centerra Gold Inc.（纽约证券交易所代码：CGAU）的定价好像黄金的交易价格为每盎司1,240美元。与黄金价格相比，其他被低估的矿业股包括B2Gold Corp.（纽约证券交易所代码：BTG）、巴里克黄金公司（纽约证券交易所代码：GOLD）和纽蒙特公司（纽约证券交易所代码：NEM）。
"Investors should prioritize gold mining stocks that exhibit a high ratio of upside beta to downside beta, such as Barrick or Newmont," advised Bank of America.
美国银行建议：“投资者应优先考虑上行贝塔值与下行贝塔值比率较高的金矿开采股，例如巴里克或纽蒙特。”
Best Performing Gold Mining Stocks In March 2024
2024 年 3 月表现最佳的黄金矿业股
Five gold miners have already rallied more than 30% thus far this month, showcasing a strong sensitivity to commodity price gains.
本月迄今为止，已有五家黄金矿商上涨了30％以上，这表明他们对大宗商品价格上涨非常敏感。
| Name | Price Chg. % (MTD) |
| Gold Resource Corporation (NYSE:GORO) | 54.12% |
| Austin Gold Corp. (NYSE:AUST) | 52.67% |
| McEwen Mining Inc. (NYSE:MUX) | 45.44% |
| Vista Gold Corp. (NYSE:VGZ) | 42.58% |
| Coeur Mining, Inc. (NYSE:CDE) | 33.40% |
| 姓名 | 价格变化百分比 (MTD) |
| 黄金资源公司（纽约证券交易所代码：GORO） | 54.12% |
| 奥斯汀黄金公司（纽约证券交易所代码：AUST） | 52.67% |
| 麦克尤恩矿业公司（纽约证券交易所代码：MUX） | 45.44% |
| Vista Gold Corp.（纽约证券交易所代码：VGZ） | 42.58% |
| Coeur Mining, Inc.（纽约证券交易所代码：CDE） | 33.40% |
Read Now: Larry Summers Questions Fed's Eagerness To Cut Rates As Easy Money Policies Clash With High Inflation: 'I Don't Fully Get It'
立即阅读：拉里·萨默斯质疑美联储渴望降息，因为宽松货币政策与高通胀发生冲突：“我不完全明白”
Photo: Pixabay
照片：Pixabay