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.
如果有人告訴你，英偉達公司（納斯達克股票代碼：NVDA）及其以iShares半導體ETF（納斯達克股票代碼：SOXX）爲代表的同行在3月的第一週沒有處於領先地位，你可能會覺得難以置信。
However, an old-economy industry, far distant from the AI hype, significantly outperformed chipmakers.
但是，與人工智能炒作相去甚遠的舊經濟行業的表現明顯優於芯片製造商。
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.
當聯儲局主席傑羅姆·鮑威爾就以通貨膨脹持續下降爲條件降息的可能性向美國國會發表講話時，一種資產悄然升至歷史高度：黃金。
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.
本週貴金屬價格飆升至每金衡盎司2,160美元以上，連續八個交易日上漲。這一重大走勢未能逃脫以價值爲導向的投資者的注意，他們湧向最實惠的股票行業之一。
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.
衡量金礦業表現的VanEck Gold Miners ETF（紐約證券交易所代碼：GDX）自2月下旬以來大幅上漲了15％，超過了同期人工智能相關半導體行業的漲幅。
Chart: Gold Miners Outperformed Semiconductors Since Late February, As Gold Hits Record Highs
圖表：由於黃金創下歷史新高，自2月下旬以來，黃金礦商的表現超過半導體
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.
在投資者對昂貴估值的擔憂與日俱增以及股市飆升過快的可能性中，由於估值相對更實惠，黃金礦商的吸引力變得尤爲明顯。
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的遠期市盈率爲18倍，比標準普爾500指數的21倍和半導體行業的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.
黃金礦商誘人的估值可能吸引了追求價值的投資者的興趣，他們的目標是避開那些價格在分析師向上修正未來收益之後價格飆升的行業。
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月中旬以來，VanEck Gold Miners ETF的流入量已超過3.5億美元，實際上扭轉了今年早些時候的資金外流。
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見解，則技術信號可能會進一步強化牛市的開始。
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.
本週，金礦業股票指數飆升至50天和200天移動平均線上方，兩者現在形成了所謂的黃金交叉模式。
Chart: Golden Cross Appears On Gold Mining Stocks
圖表：金十字架出現在金礦業股票上
March's Top Performing Mining Stocks And Their Current Valuation
3月份表現最好的礦業股及其當前估值
| 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 | 價格變化百分比 (MTD) | 市盈率 (NTM) | 市盈率 (LTM) |
| 創世紀礦業有限公司（場外交易代碼：GSISF） | 25.33% | 31.3 倍 | — |
| Torex Gold Resources Inc.（場外交易代碼：TORXF） | 23.24% | 10.5 倍 | 5.5 倍 |
| Coeur Mining, Inc.（紐約證券交易所代碼：CDE） | 22.01% | — | — |
| OceanaGold 公司（場外交易代碼：OCANF） | 19.56% | 9.0x | 16.9× |
| AngloGold Ashanti plc（紐約證券交易所代碼：AU） | 18.75% | 12.0x | 238.3 倍 |
| DRDGOLD 有限公司（紐約證券交易所代碼：DRD） | 18.67% | 12.0x | 9.5 倍 |
| 英仙座礦業有限公司（場外交易代碼：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
立即閱讀：獨家：價值投資者 “非常樂意以歷史折扣” 頂級黃金礦商的優勢
This image was generated using artificial intelligence MidJourney
這張圖片是使用人工智能 MidJourney 生成的