每经AI快讯，2月25日，欧洲斯托克600基础资源指数一度上涨2.2%，至2008年5月以来的盘中最高水 平，成为欧洲斯托克600指数中表现最佳的板块。弗雷斯尼洛上涨6.3%，力拓上涨2.6%，英美公司涨 4.5%，嘉能可涨2.4%，Antofagasta涨4.7%，波兰铜业涨5.1%。 （文章来源：每日经济新闻） ...

中辉有色观点 | | 1 11 | 12 2 | 200 | | --- | --- | --- | --- | | - | | August And And States of the | 11 100 Lad HA | | 品种 | 核心观点 | 主要逻辑 | | --- | --- | --- | | 黄金 | | 国内假日期间事件复杂：美国关税反复、伊朗局势变化，另外日本政府或给资本市 | | | 多单持有 | 场带来潜在动荡。黄金大涨，今日开盘国内市场将补涨。中长期地缘秩序重塑，不 | | ★ | | 确定性持续存在，央行继续买黄金，长期战略配置价值不变。 | | | | 白银光伏、新能源汽车及 AI 等新兴领域推动其工业需求占比攀升至近 60%，成为需 | | 白银 | 谨慎追高 | 求增长的核心引擎；全球流动性宽松强化了其与黄金联动的避险金融属性。短期参 | | ★ | | 与难度大，关注风险报偿比。 | | 铜 | | 特朗普 10%关税生效，美联储官员放鹰，伊朗局势紧张，国内 LPR 按兵不动，宏观 | | | 回调试多 | 情绪多空交织。随着金三银四消费旺季和国内两会临近，铜整体趋势偏强， ...

Core Viewpoint - Lundin Mining Corporation has demonstrated strong financial performance, with significant earnings and revenue growth, leading to a positive adjustment in its stock price target by Deutsche Bank [2][3][4][6]. Financial Performance - Lundin Mining reported earnings of $0.42 per share for the fourth quarter, exceeding the Zacks Consensus Estimate of $0.30 per share, resulting in a 40.80% earnings surprise compared to $0.12 per share in the same quarter the previous year [3][6]. - The company achieved revenues of $1.3 billion for the quarter ending December 2025, surpassing the Zacks Consensus Estimate by 13.06% and marking a substantial increase from $858.9 million reported in the same period the previous year [4][6]. Stock Performance - The current stock price of LUNMF is $31.76, reflecting a positive change of $1.31, or 4.31%, with a market capitalization of approximately $27.14 billion [5]. - The stock has fluctuated between a low of $29.65 and a high of $31.78 today, with the latter being its highest price over the past year [5]. Analyst Ratings - Deutsche Bank maintained a "Hold" rating for LUNMF and raised its price target to C$28 from C$26, indicating confidence in the company's financial health and market position [2][6].

How One Trader’s Cobalt Hoard Is Making Its Way to America’s Strategic Vault - Moby THE GIST Mining major Glencore has agreed to buy the last of metal trader Rami Weisfisch’s stockpile of cobalt — nearly 2,000 metric tons worth $115 million. In a fine example of how middlemen work, the traded cobalt was originally acquired back in 2015 and has been stored in Europe and the U.S. Glencore is buying the last of Weisfisch’s cobalt, stored in the U.S., and most likely selling it back to the federal governmen ...

(All amounts in US$ unless otherwise stated) TORONTO, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Electra Battery Materials Corporation (NASDAQ: ELBM; TSX-V: ELBM) (“Electra” or the “Company”) today announced that its Board of Directors has approved a $73 million construction budget and established an execution schedule to achieve mechanical completion of its cobalt sulfate Refinery north of Toronto, marking a significant step toward bringing North America’s first battery-grade cobalt refinery into operation. Commiss ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 据外媒报道，伦敦金属交易所（LME）期铜价格周四微跌，前一交易日上涨超2%。美元汇率攀升至逾 一周高位，库存增加以及需求低迷，共同给这一基础金属的价格带来压力。 LME基准三个月期铜下跌0.2%，至每吨12879.50美元，此前周三曾上涨2.3%。由于上海期货交易所因 农历新年假期休市至2月23日，市场交易清淡。 "在中国市场休市的情况下，（铜价）基本没什么变动，等待流动性回归，这并不令人意外，" Tastylive 全球宏观主管伊利亚·斯皮瓦克表示，他补充说美元走强也给价格带来了轻微压力。在美联储会议纪要 显示政策制定者似乎并不急于降息，且多位官员对如果通胀持续顽固则可能加息持开放态度后，美元守 住了涨幅。美元走强使得以美元计价的大宗商品对于其他货币持有者而言更加昂贵。 LME注册仓库的铜库存周二增加了3，025吨，达到224，650吨，为2025年3月以来的最高水平。 责任编辑：吴俊阳 据外媒报道，伦敦金属交易所（LME）期铜价格周四微跌，前一交易日上涨超2%。美元汇率攀升至逾 一周高位，库存增加以及需求低迷，共同给这一基础金属的价格带来压 ...

Market Overview - The three major U.S. indices closed lower, with the S&P 500's year-to-date gain narrowing to 0.2% and the Dow Jones Industrial Average up over 2% [1] - The Nasdaq index has accumulated a decline of over 2% in 2026 [1] U.S. Stock Performance - The Dow Jones fell by 267.50 points, a decrease of 0.54%, closing at 49,395.16 points [1] - The Nasdaq dropped by 70.91 points, down 0.31%, ending at 22,682.73 points [1] - The S&P 500 decreased by 19.42 points, a decline of 0.28%, closing at 6,861.89 points [1] - Notable stock movements include Intel (INTC) down 1.85%, Apple (AAPL) down 1.43%, and Nvidia (NVDA) slightly down 0.04% [1] Corporate Highlights - Amazon (AMZN) has officially surpassed Walmart (WMT) to become the highest-grossing company globally, with sales of $717 billion projected for 2025, compared to Walmart's $713.2 billion for the year ending January 31 [1] - Applovin (APP) surged over 7% in after-hours trading amid news of a potential collaboration with OpenAI for advertising commercialization [1] European Market Performance - The German DAX30 index fell by 245.76 points, a decrease of 0.97%, closing at 25,041.56 points [2] - The UK FTSE 100 index dropped by 69.93 points, down 0.65%, ending at 10,616.25 points [2] - The French CAC40 index decreased by 44.69 points, a decline of 0.53%, closing at 8,384.34 points [2] Commodity Market - Bitcoin rose by 0.69% to $66,922, while Ethereum fell by 0.58% to $1,944.34 [3] - Spot gold increased by 0.42% to $4,998.50 per ounce, and COMEX gold futures rose by 0.09% to $5,014 per ounce [3] - WTI crude oil futures settled at $66.43 per barrel, marking a 1.9% increase, amid concerns of escalating tensions between the U.S. and Iran [3] Economic Indicators - Initial jobless claims in the U.S. fell by 23,000 to 206,000, exceeding expectations and indicating a stabilizing labor market [4] - The U.S. trade deficit expanded to $70.3 billion in December, with a total annual deficit of $901.5 billion, marking one of the largest deficits since 1960 [4] Canadian Trade Situation - Canada reported a record trade deficit of 31.3 billion CAD for 2025, attributed to U.S. tariffs impacting major export sectors [5] - Despite a 0.2% decline in overall exports, the export volume of unrefined gold and precious metals surged by 41.7%, masking the true impact of trade issues [5] Company-Specific News - Walmart issued a cautious earnings forecast, projecting adjusted EPS between $2.75 and $2.85, below analyst expectations of $2.97, highlighting pressures under new CEO John Furner [8] - Waymo's expansion plans may be hindered as New York State withdrew a proposal allowing commercial self-driving taxi services outside the city [7]

Core Viewpoint - BHP Group Ltd. has entered into a $4.3-billion silver streaming agreement with Wheaton Precious Metals Corp., marking the most valuable precious-metals streaming transaction to date [1][2]. Group 1: Transaction Details - The agreement involves Wheaton paying BHP an upfront consideration of $4.3 billion and ongoing payments equal to 20% of the spot silver price for each ounce delivered [3]. - The streaming agreement initially covers 33.75% of Antamina's silver output attributable to BHP, which will decline to 22.5% after 100 million ounces have been delivered [3]. Group 2: Strategic Implications - This transaction allows BHP to monetize silver byproduct at Antamina while maintaining full exposure to its core copper, zinc, and lead production [4]. - The structure of the agreement does not affect BHP's existing customer contracts or its rights in the joint venture [4]. Group 3: Operational Context - Antamina is one of the world's largest copper-zinc operations, located about 270 km north of Lima in Peru's Ancash region, with BHP's share producing 124,200 tons of copper, 129,400 tons of zinc, and 5.4 million ounces of silver in 2025 [5]. Group 4: Impact on Wheaton - For Wheaton, the transaction significantly upgrades its existing streaming arrangement tied to Glencore's interest in the mine, doubling its exposure to Antamina's silver production from 33.75% to 67.5% [7]. - The CEO of Wheaton noted that the deal reflects tightening supply conditions for quality silver production, which is becoming harder to source amid growing demand for industrial applications and safe-haven investments [7].

ROUYN-NORANDA, Quebec, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Abcourt Mines Inc. (“Abcourt” or the “Corporation”) (TSX Venture: ABI) (OTCQB : ABMBF) announces its financial results for the second quarter ended December 31, 2025. All monetary values ​in this press release are expressed in Canadian dollars, unless otherwise indicated. Financial statements and management discussion and analysis are available on SEDAR+. Summary of financial results (In dollars)Three months ended December 31,Six months ended Decembe ...

Group 1 - European mining stocks led the decline in the benchmark Stoxx 600 index due to the latest Federal Reserve meeting minutes weakening expectations for further interest rate cuts, resulting in a drop in copper prices [1][4] - The Stoxx 600 basic resources index fell by 2.6%, making it the worst-performing sector in the European stock market [1][4] - Rio Tinto's stock dropped by 3.9%, making it the worst-performing stock in the sector, following the company's announcement of flat annual profits [5] Group 2 - Antofagasta's stock fell by 3.7%, while other companies such as ArcelorMittal, Glencore, and Anglo American saw declines of 2.5%, 2.3%, and 2.0% respectively [6] - As of 8:55 AM local time, copper prices on the London Metal Exchange decreased by 0.2% to $12,880 per ton [2][7] - Prices for iron ore and aluminum also experienced simultaneous declines [3][8]