让Mag 7犹如美债”！高盛：美股矿业股收益波动中飙升 科技巨头“更平稳

Core Viewpoint - The performance of metal and mining stocks has made the seven major U.S. tech giants appear as stable as U.S. Treasury bonds, with metal-related stocks showing significantly higher volatility compared to these tech stocks [1] Group 1: Market Performance - Gold, copper, and rare earth-related stocks have experienced substantial fluctuations, contrasting with the more stable historical performance of the seven major tech giants [1] - The Roundhill Magnificent Seven ETF (MAGS.US) has risen by 17% year-to-date, while Nvidia (NVDA.US) has reached a market capitalization of $4.3 trillion [1] - The SPDR S&P Metals and Mining ETF has increased by nearly 88% during the same period, highlighting the strong performance of the metals sector [1] Group 2: Commodity Prices - Gold prices have recently surpassed $4,300 per ounce, marking a historical high, while silver has also reached a record price of $54 per ounce [1] - Rare earth elements remain a focal point in the U.S.-China trade disputes, indicating ongoing geopolitical tensions affecting the market [1] Group 3: Market Environment - The current market environment is described as one of the most dynamic seen, with both positive and negative trends emerging in recent weeks [1]