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.
本週金價創下每盎司2,200美元以上的歷史新高，對聯邦公開市場委員會（FOMC）最新會議上出現的跡象做出了積極的反應，決策者在會上重申了他們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.
貴金屬本月已經飆升了6％，這是過去五週中的第四周上漲，引發了金礦業股的復甦。
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.
在美國銀行本週發佈的最新報告中，分析師重申黃金仍然是2024年的青睞交易之一，理由是三個關鍵驅動因素：其對全球股票的套期保值地位、各國央行的黃金積累達到創紀錄水平以及投資者參與ETF購買的可能性增加。
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."
美國銀行表示：“如果收益率下降，可能會有更多投資者進入市場，這有可能推動金價長期上漲至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
另請閱讀：美國銀行表示，黃金投資者應該擁有這些ETF：爲什麼分析師預計黃金價格將飆升至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.
儘管黃金價格呈現這些看漲趨勢，但仍有幾隻礦業股落後於該大宗商品，尚未展現出其全部上行潛力。例如，VanEck Gold Miners ETF（紐約證券交易所代碼：GDX）今年迄今已下跌3％，而現貨黃金價格上漲了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.
在另一份報告中，美國銀行研究分析師勞森·溫德（Lawson Winder）（特許金融分析師）強調，與黃金現貨市場價格相比，幾隻金礦業股票被低估了。
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).
根據溫德的說法，Centerra Gold Inc.（紐約證券交易所代碼：CGAU）的定價好像黃金的交易價格爲每盎司1,240美元。與黃金價格相比，其他被低估的礦業股包括B2Gold Corp.（紐約證券交易所代碼：BTG）、巴里克黃金公司（紐約證券交易所代碼：GOLD）和紐蒙特公司（紐約證券交易所代碼：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.
美國銀行建議：“投資者應優先考慮上行貝塔值與下行貝塔值比率較高的金礦開採股，例如巴里克或紐蒙特。”
Best Performing Gold Mining Stocks In March 2024
2024 年 3 月表現最佳的黃金礦業股
Five gold miners have already rallied more than 30% thus far this month, showcasing a strong sensitivity to commodity price gains.
本月迄今爲止，已有五家黃金礦商上漲了30％以上，這表明他們對大宗商品價格上漲非常敏感。
| 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 | 價格變化百分比 (MTD) |
| 黃金資源公司（紐約證券交易所代碼：GORO） | 54.12% |
| 奧斯汀黃金公司（紐約證券交易所代碼：AUST） | 52.67% |
| 麥克尤恩礦業公司（紐約證券交易所代碼：MUX） | 45.44% |
| Vista Gold Corp.（紐約證券交易所代碼：VGZ） | 42.58% |
| Coeur Mining, Inc.（紐約證券交易所代碼：CDE） | 33.40% |
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Photo: Pixabay
照片：Pixabay
譯文內容由第三人軟體翻譯。