仅资源业务板块就年赚50亿!巨头何时价值回归?
市值风云·2026-01-14 10:08
Group 1 - The article highlights that, in terms of market capitalization in the Hong Kong stock market, all sectors except for the resource sector are undervalued or considered as "given away" [1] - The author notes that the recent geopolitical events, such as the U.S. intervention in Venezuela, are likely to trigger a rise in global commodity prices, particularly for gold and oil [3] - It is suggested that there has already been a significant rally in precious and base metals stocks in 2025, indicating a potential trend for continued growth in these sectors [3] Group 2 - The article emphasizes that due to market biases, the true value of certain sectors, particularly outside of resources, has not been fully realized [4]