随着贵金属价格自连续三日下跌中回升，金矿和银矿股周二普遍反弹。黄金矿企Newmont上涨4.0%， Barrick Mining上涨4.3%，Agnico Eagle Mines上涨3.8%，Franco-Nevada上涨2.1%，Kinross Gold上涨 4.4%，New Gold上涨5.2%。白银矿企Coeur Mining上涨6.0%，Endeavour Silver上涨5.7%，Pan American Silver上涨5.7%，Silvercorp Metals上涨5.0%。现货黄金价格一度上涨6.2%，现货白银价格一度上涨 12%。 本文源自：金融界AI电报 ...

每经AI快讯，周二，贵金属板块强势拉升，南方铜业(SCCO.US)涨超7%，麦克莫兰铜金(FCX.US)、 First Majestic Silver(AG.US)涨超5%，泛美白银涨(PAAS.US)涨超4%，纽曼矿业(NEM.US)涨超3%。消息 面上，黄金白银强势反弹，现货黄金大涨超5%，站上4900美元;现货白银大涨超12%，报88.76美元。 （文章来源：每日经济新闻） ...

Core Viewpoint - The precious metals sector experienced a strong rally, with significant gains in various companies, driven by a rebound in gold and silver prices [1] Group 1: Market Performance - Southern Copper Corporation (SCCO.US) rose over 7% - Freeport-McMoRan Copper & Gold (FCX.US) and First Majestic Silver (AG.US) increased by more than 5% - Pan American Silver (PAAS.US) gained over 4% - Newmont Corporation (NEM.US) saw an increase of over 3% [1] Group 2: Price Movements - Spot gold surged over 5%, surpassing $4,900 - Spot silver jumped over 12%, reaching $88.76 [1] Group 3: Analyst Insights - UBS Global Research analyst Joanie Teves released a report indicating that while gold faces short-term price pressures, the long-term outlook for the precious metals market remains positive - Teves is optimistic about gold's long-term prospects, citing global financial system uncertainties and economic concerns as factors that will continue to drive demand for gold - The advantages of gold as a safe-haven asset will become more pronounced amid changes in Federal Reserve policy and escalating international political risks, suggesting significant upside potential for gold prices in the long term [1]

瑞银全球研究部分析师乔妮·特维斯近日发布的最新报告指出，尽管黄金短期内面临价格承压的风险， 但从长期来看，贵金属市场仍有良好的前景，值得投资者保持关注。对于黄金的长期前景，特维斯则持 更加乐观的态度。她认为，全球金融体系的不确定性和对未来经济走势的担忧将继续推动黄金需求增 长。尤其是在美联储政策变动和国际政治风险不断加剧的情况下，黄金作为避险资产的优势将更为显 著。因此，尽管短期内面临一定风险，但从长期来看，黄金价格仍具有较大的上行空间。 周二，贵金属板块强势拉升，南方铜业(SCCO.US)涨超7%，麦克莫兰铜金(FCX.US)、First Majestic Silver(AG.US)涨超5%，泛美白银涨(PAAS.US)涨超4%，纽曼矿业(NEM.US)涨超3%。消息面上，黄金 白银强势反弹，现货黄金大涨超5%，站上4900美元;现货白银大涨超12%，报88.76美元。 ...

热门中概股盘初涨跌互现，纳斯达克中国金龙指数跌0.40%，哔哩哔哩、阿里巴巴、网易跌超2%，百 度、京东跌超1%；小鹏汽车涨超2%。 PayPal大跌超18%。 编辑丨瑜见 矿业股大涨，科尔黛伦矿业涨超8%，泛美白银涨超6%。 存储概念走强，西部数据涨超4%，闪迪涨超5%。 科技股多数上涨，英特尔涨超4%，谷歌涨逾1%。 2月3日，美股三大指数开盘涨跌不一，截至发稿，纳指涨0.36%，道指涨0.22%，标普500指数涨 0.20%。 | 名称 | 现价 | 涨跌 涨跌幅 | | --- | --- | --- | | 道琼斯工业平均 | 49515.08 | 107.42 0.22% | | 纳斯达克指数 | 23676.02c | 83.91 0.36% | | 标普500 | 6990.31 | 13.87 0.20% | ...

Core Insights - The article highlights the investment strategies of Paul Franke, a seasoned investor with 39 years of trading experience, emphasizing his contrarian stock selection style and the development of a system called "Victory Formation" for identifying stocks based on supply/demand imbalances [1] Group 1: Investment Strategies - Paul Franke suggests using 10% or 20% stop-loss levels on individual stock choices to manage risk effectively [1] - A diversified approach is recommended, advocating for ownership of at least 50 well-positioned stocks to achieve consistent outperformance in the stock market [1] - The "Bottom Fishing Club" articles focus on deep value candidates or stocks that are experiencing significant upward momentum reversals [1] Group 2: Analytical Approach - Franke employs daily algorithm analysis of fundamental and technical data as part of his investment strategy [1] - The "Volume Breakout Report" articles discuss positive trend changes that are supported by strong price and volume trading actions [1]

Group 1 - Precious metal stocks experienced a significant pre-market decline, with First Majestic Silver (AG.US) dropping nearly 13% [1] - Endeavour Silver (EXK.US) fell over 12%, while Pan American Silver (PAAS.US) and Harmony Gold (HMY.US) both declined nearly 10% [1] - Newmont Corporation (NEM.US) saw a decline of nearly 8% [1] Group 2 - Spot gold prices plummeted, breaking below the $5000.00 per ounce mark, with a daily drop of 7% [1] - The latest COMEX gold futures reported at $5027.80 per ounce, reflecting a daily decrease of 6.11% [1] - London spot silver fell over 16%, currently priced at $98.60 [1]

Industry Overview - Gold prices have increased approximately 24% year-to-date, while silver has surged nearly 60% since the beginning of the year, extending a 147% rise from the previous year [2][3] - The recent rally in precious metals has led to significant gains for mining companies, particularly Pan-American Silver, whose stock has skyrocketed 185% in the past year [3] Company Performance - Pan-American Silver expects to increase silver production to between 25 to 27 million ounces in the current year, up from 22.8 million ounces last year, alongside a planned production of 700,000 to 750,000 ounces of gold [5] - The company holds the largest reserves and resources of silver globally, with operations primarily in Latin America, particularly in Mexico and Peru [7] Market Dynamics - The demand for silver is driven by its industrial applications, particularly in electronics and energy production, as well as its role as a safe haven asset similar to gold [17][18] - Despite potential market corrections, the outlook for silver remains positive due to strong investor interest and industrial demand [15][18]

Core Viewpoint - The precious metals market experienced significant declines, with gold and silver prices dropping sharply, impacting related stocks negatively [1] Group 1: Gold Market - Spot gold fell below three key psychological levels, reaching a low of $5105.83, a drop of over $400 from its intraday high [1] - The decline in gold prices reflects broader market volatility and investor sentiment [1] Group 2: Silver Market - Spot silver saw a drastic decline of 8% during the day, after briefly surpassing $121 per ounce, falling over $15 to currently trade at $108.23 per ounce [1] - The sharp drop in silver prices indicates a significant shift in market dynamics and investor confidence [1] Group 3: Mining Stocks - Precious metal mining stocks experienced notable declines, with Endeavour Silver (EXK.US) and First Majestic Silver (AG.US) both dropping over 8% [1] - Pan American Silver (PAAS.US) fell more than 6.7%, Newmont Corporation (NEM.US) decreased over 5%, and Harmony Gold (HMY.US) dropped over 8% [1]

Company Performance - Pan American Silver (PAAS) ended the recent trading session at $65.92, showing a +2.5% change from the previous day's closing price, outperforming the S&P 500's daily loss of 0.01% [1] - Over the past month, shares of Pan American Silver have gained 22.05%, significantly surpassing the Basic Materials sector's gain of 11% and the S&P 500's gain of 0.78% [1] Earnings Expectations - The company is expected to release its earnings on February 18, 2026, with analysts projecting earnings of $0.87 per share, indicating a year-over-year growth of 148.57% [2] - The consensus estimate for revenue is $1.09 billion, reflecting a 34.13% increase from the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, Zacks Consensus Estimates predict earnings of $2.2 per share and revenue of $3.52 billion, representing changes of +178.48% and 0%, respectively, from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Pan American Silver are important as they reflect short-term business trends and analysts' confidence in the company's performance [4] - The Zacks Rank system, which evaluates these estimates, currently ranks Pan American Silver at 3 (Hold) [6] Valuation Metrics - Pan American Silver is trading at a Forward P/E ratio of 19.25, which is a discount compared to the industry average Forward P/E of 21.54 [7] - The company's PEG ratio is currently 0.7, aligning with the Mining - Silver industry's average PEG ratio of 0.7 [7] Industry Overview - The Mining - Silver industry is part of the Basic Materials sector and holds a Zacks Industry Rank of 16, placing it in the top 7% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]