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NEM市场: 美股
- 最新收盘
- $117.84
- +38.4% 自 2025-10-10
- 观点
- 3
- 观点倾向
- 看多 3看空 0
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美元 · 头像标出博主观点：绿圈看多、红圈看空、黄圈多空皆有
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观点概览
2026-10-04 – 2026-10-10
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Instead, I like the gold miners here like Newmont, up 71% over the last year even as gold is flatlined; their operational leverage turns sales into higher earnings and real cash flow.
英伟达、AMD、台积电形成完整上涨链条，AMAT、SMCI同受益；黄金矿商NEM、GOLD、KGC直接受益；能源股XLE、CVX、EOG超卖后可能反弹。
I recommended Newmont on March 5th, now up 42%, as one of the safest plays in gold production.
