从金银下游消费来看，部分企业表示，市场买涨情绪较浓，近期白银消费量明显增加。 上海某用金企业负责人 王恺：最近银的消费增多了，但基本是以投资银条的形式走到了最终端。目前 在水贝市场，银条的现货溢价差不多3到5个百分点。还有铂金，铂金最近出的货也多。 近期，金价、银价连续上涨。26日，国际金价突破5000美元/盎司大关；白银同样创出新高，伦敦银一 度突破108美元/盎司，日内涨幅超6%。27日金银价格走势如何？ 截至北京时间27日下午三点，纽约商品交易所黄金期价报约5085美元/盎司，较前一交易日收盘的 5004.8美元/盎司继续上涨；纽约商品交易所白银期价报约110美元/盎司，同样较前一交易日收盘价继续 上涨。今年以来，国际黄金期货价格涨幅已超17%，白银涨幅则高达55%。 长江证券金属煤炭联席首席分析师 赵超：1月份以来，金银比跌至50附近，创13年新低，是由近期白银 冲高的速度远胜于黄金导致的。 卓创资讯贵金属分析师 黄加奇：投资金条、投资银条的需求更是随着市场的看涨预期而爆发。但对于 光伏、镀金、镀银等产业需求，因为采购成本高企，多寻求采用"去金""去银"的技术路线。 资本市场方面，27日A股贵金属板块 ...

The Hecht Commodity Report is one of the most comprehensive commodities reports available today. My weekly report covers the market movements of over 20 different commodities and provides bullish, bearish and neutral calls, directional trading recommendations, and actionable ideas for traders through a portfolio approach.Andrew Hecht is a 35-year Wall Street veteran covering commodities and precious metals. He runs the investing group The Hecht Commodity Report, one of the most comprehensive commodities ser ...

Core Insights - Endeavour Silver is a Canadian-based precious metals producer with operations in Mexico and Chile, focusing on silver and gold mining [6][9] - Azarias Capital Management sold 536,928 shares of Endeavour Silver, valued at approximately $4.55 million, reducing its stake to 2.59% of its 13F reportable assets under management (AUM) [2][3] - The company's shares have increased by 281% over the past year, significantly outperforming the S&P 500's 14% gain during the same period [3][7] Company Overview - As of January 22, Endeavour Silver's stock price was $13.60, with a market capitalization of $4.00 billion [4] - The company reported a trailing twelve months (TTM) revenue of $337.14 million and a net income loss of $94.29 million [4] Future Outlook - Endeavour Silver anticipates a significant increase in production as it ramps up operations at its Terronera mine and integrates Kolpa, projecting silver equivalent output of 14.6 to 15.6 million ounces in 2026 [10] - The company expects consolidated cash costs to be between $12 to $13 per ounce and all-in sustaining costs between $27 to $28 per ounce, positioning itself for growth in a supportive silver price environment [10]

Core Insights - Gold and silver have continued their rally in January, with gold trading near $4,950 per ounce (up about 2.5%) and silver jumping over 6% to just under $99, marking significant monthly gains of over 7% for gold and nearly 30% for silver, outperforming most major asset classes [1] Group 1: Market Performance - Gold is projected to reach or exceed $5,000 by the end of January, with a 97% implied probability assigned by prediction markets, while silver is expected to finish above $85, with strong positioning for a move to $100 [2][3] - Goldman Sachs has raised its year-end 2026 price forecast for gold to $5,400 per ounce, an increase from $4,900, indicating bullish sentiment among analysts [3] Group 2: Volatility and Market Dynamics - Silver's 30-day realized volatility has surged into the high-60s, while gold's volatility remains more contained in the low-20s, suggesting a steadier repricing process for gold compared to silver [4] - Bitcoin's realized volatility has compressed into the mid-30s, indicating a shift in market sentiment and macro uncertainty, as it remains range-bound around $85,000 [5]

We came across a bullish thesis on Coeur Mining, Inc. on r/stocks by Itchy-Criticism9208. In this article, we will summarize the bulls’ thesis on CDE. Coeur Mining, Inc.'s share was trading at $22.58 as of January 16th. CDE’s trailing and forward P/E were 31.80 and 12.24 respectively according to Yahoo Finance. Coeur Mining (CDE) Soares to New High on Earnings Goldmine Coeur Mining, Inc. operates as a gold and silver producer in the United States, Canada, and Mexico. CDE is presented as an undervalued pr ...

Group 1 - The article discusses various investment alternatives for gaining exposure to precious metals, particularly gold, in the stock market [1] - Options include purchasing an index fund that mirrors the price of an ounce of gold or engaging in speculative trading [1]

Core Insights - The precious metals sector was the best-performing segment of the commodities asset class in Q4 2025 and throughout the year, with a remarkable 30.27% gain in Q4 and an overall increase of 103.73% in 2025 [1] Gold Performance - Gold achieved its ninth consecutive record high in Q4 2025, rising by 13.03% during the quarter [4] - The COMEX gold futures recorded a 64.37% gain in 2025, settling at $4,341.10 per ounce on December 31, 2025, after reaching a peak of $4,584 in December [5] Silver Performance - Silver futures also reached a new record high in Q4 2025, increasing by 51.38% in the quarter [6] - The COMEX silver futures saw a significant 141.44% gain in 2025, closing at $70.603 per ounce on December 31, 2025, and surpassing the 1980 peak of $50.36 per ounce [7] Platinum Performance - NYMEX platinum futures hit a new record high in Q4 2025, with a quarterly increase of 28.39% [8] - The quarterly chart indicates a 127.57% gain for platinum futures in 2025, settling at $2,034.50 per ounce on December 31, 2025, and exceeding the 2008 high of $2,308.80 per ounce [9]

Gold and silver climbed to records in a broad-based metals rally as the US Justice Department threatened the Federal Reserve with a criminal indictment, reviving concerns about the central bank’s independence. The yellow metal spiked above $4,600 an ounce, while silver surpassed $86 after Fed Chair Jerome Powell said the potential indictment comes amid “threats and ongoing pressure” by the administration to influence interest-rate decisions. The dollar weakened and US 10-year Treasury yields edged higher. ...

Company Overview - SSR Mining is a diversified precious metals producer with a global footprint, focusing on the exploration, development, and operation of gold and silver mines [2] - The company operates a vertically integrated mining model, controlling multiple stages from acquisition to metal sales [3][9] - SSR Mining's major projects are located in Turkey, the U.S., Canada, and Argentina, generating the majority of revenue from precious metals production [4][6] Financial Performance - In 2025, SSR Mining's stock closed the year with nearly 215% gains, with shares priced at $21.19 as of November 13, 2025, reflecting a 294.6% increase over the year [1][4] - The stock's one-year alpha versus the S&P 500 is 285.7 percentage points, indicating significant outperformance [4] Strategic Moves - The acquisition of the Cripple Creek & Victor (CC&V) mine in Colorado from Newmont in early 2025 significantly expanded SSR Mining's portfolio, positioning it as the third-largest gold producer in the U.S. [6] - This strategic move also aimed to reduce geopolitical risks by diversifying operations beyond Turkey [6] Market Dynamics - Gold prices surged over 70% in 2025, reaching record highs in December, which contributed to the rally in SSR Mining's stock [1][7] - The future performance of SSR Mining's stock may largely depend on gold price trends; further increases in gold prices could lead to continued stock growth [7] Investment Activity - Virtus Advisers disclosed a new position in SSR Mining, acquiring 216,217 shares valued at nearly $6.91 million as of September 30, 2025, making it one of the top holdings in their portfolio [5]

Core Insights - Silver and gold stocks, including First Majestic, have seen a decline in attractiveness due to falling prices of these metals [1][6] - First Majestic's stock has increased by over 217% since the beginning of 2025, but experienced a drop of 4.1% today [1][4] - The price of silver has decreased from nearly $83 per ounce to less than $71 per ounce, compared to about $30 per ounce a year ago [3][5] Company Performance - First Majestic's current stock price is $16.70, with a market capitalization of $8.6 billion [4] - The stock's trading range for the day was between $16.21 and $17.17, and its 52-week range was from $5.09 to $17.91 [4][5] - In the first three quarters of 2025, silver and gold sales accounted for 57% and 33% of First Majestic's revenue, respectively [5] Market Context - The decline in precious metal prices has a strong correlation with the performance of precious metal stocks, impacting First Majestic's stock price [6] - Despite the recent price drop, First Majestic shares are trading at approximately 21.7 times operating cash flow, which is below their five-year average of 24.9 [7]