每经AI快讯，2月20日，纽蒙特公司公布2025年第四季度财报后，股价下跌2.2%。 （文章来源：每日经济新闻） ...

美股开盘，三大指数集体低开，纳指跌0.62%，标普500指数跌0.36%，道指跌0.38%。 英伟达跌超1%，英伟达正与OpenAI进行深入谈判，拟投资高达300亿美元。 Blue Owl Capital续跌超5%，旗下某只私募信贷基金赎回遭限制，引发市场担忧。 纽曼矿业跌超2%，Q4盈利下滑，拟投资14亿美元开发Newcrest相关资产。 (格隆汇) 美国第四季度经济增长放缓，12月核心PCE物价指数同比增长3%超预期，美国总统特朗普再次呼吁美 联储降息。 ...

金价连续第三日上涨，突破每盎司 5000 美元关口，因交易商评估中东地区不断升温的地缘政治风险。 美国总统唐纳德・特朗普表示，与伊朗就核协议谈判的时间 "差不多" 只剩 10 至 15 天，与此同时，美 国正在该地区部署自 2003 年伊拉克战争前以来规模最大的军事力量。此前两个交易日，金价已上涨超 2%，部分亚洲市场因农历新年假期休市。 美国若对伊朗发动大规模打击，可能使华盛顿陷入自 1991 年以来在该地区的第三场主动战争，从而进 一步推高避险资产需求。伊朗领导层正因国内大范围动荡担忧政权稳定。随着交易商密切关注局势紧 张，油价已触及六个月高位。 本月初，全球黄金市场经历历史性暴跌，金价在短短两天内从每盎司 5595 美元以上的历史峰值大幅回 落至近 4400 美元，此后市场一直异常震荡。1 月加速涌入的一波投机买盘，将持续多年的涨势推向临 界点，但支撑此前金价上涨的因素基本未变，包括全球范围内减持主权债券与货币的大趋势。 法国巴黎银行、高盛集团等多家银行均表示，预计金价将重拾涨势。高盛分析师莉娜・托马斯、丹・斯 特鲁伊文在报告中指出，作为金价上涨主要推手的各国央行，仍热衷于增持黄金以对冲地缘政治与金融 ...

Group 1 - Newmont Corporation expects a 10% decline in gold production this year due to poor performance at two mines operated jointly with Barrick Gold Corporation [1] - The company reported record profit data, with adjusted net income rising to $2.8 billion in Q4 2025, equivalent to $2.52 per share [1] - Newmont anticipates that all-in sustaining costs will decrease to $1,680 per ounce in 2026, better than analyst expectations, indicating progress in cost control [1] Group 2 - The CEO of the World Gold Council's Americas region, Juan Carlos Artigas, stated that rising risks and uncertainties are the primary factors affecting current gold price valuations [1] - Global central banks have been net buyers of gold for 16 consecutive years, with significant purchasing potential from emerging market central banks, indicating a "structural shift" driven by central bank demand and risk aversion [1] - Analysts from ING noted that the recent decline in gold prices appears to be a corrective pause rather than the beginning of a deeper downturn, with short-term price movements remaining highly sensitive to dollar fluctuations and overall risk appetite [1] Group 3 - Basic demand for gold is expected to strengthen as liquidity in Asian markets normalizes and macroeconomic uncertainties persist, with further declines potentially attracting new buying interest [1] - Related companies in the precious metals sector include Zijin Mining International (02259), WanGuo Gold Group (03939), Zijin Mining (02899), Zhaojin Mining (01818), Laopu Gold (06181), China National Gold International (02099), Lingbao Gold (03330), and Luoyang Molybdenum (03993) [2]

智通财经APP获悉，全球最大黄金生产商纽曼矿业(NEM.US)周四公布的第四季度财报显示，受黄金价 格创纪录上涨抵消产量下滑影响，其季度利润超出华尔街预期;公司同时宣布将投资14亿美元，开发收 购Newcrest后获得的相关资产。 财报显示，截至12月31日的第四季度，纽曼矿业营收同比增长21%，达到68.2亿美元，高于分析师预期 的61.9亿美元，其中黄金销售额贡献58.1亿美元，同比增长20%。当季实现净利润13亿美元，合每股收 益1.19美元，相比之下，上年同期净利润为14亿美元，合每股收益1.24美元。调整后每股收益为2.52美 元，显著高于华尔街普遍预期的每股收益2.05美元。 近几个月，受美国降息预期、地缘政治紧张局势加剧及经济不确定性影响，黄金价格屡次刷新历史纪 录。2025年第四季度，黄金均价为每盎司4135美元，同比上涨56%。 纽曼矿业表示，公司实际实现平均金价为每盎司4216美元，同比大涨近60%。但由于Penmont、Ahafo South、Yanacocha、Brucejack和Cadia等矿场按计划进行采矿排序调整，公司黄金产量同比下降近24%至 145万盎司。 纵观2025全年业 ...

Core Viewpoint - Spot gold prices have surpassed $5,000, leading to a rise in gold mining stocks in the U.S. market [1] Group 1: Gold Prices - Spot gold reached above $5,000 on Wednesday [1] Group 2: Company Performance - Coeur Mining (CDE.US) increased by over 3.6% [1] - Barrick Gold (B.US) and Newmont Mining (NEM.US) both rose by over 2.6% [1] - Agnico Eagle Mines (AEM.US) saw an increase of over 1.6% [1]

Financial Data and Key Metrics Changes - The company reported a revenue of just over ZAR 5 billion, reflecting a 33% increase compared to the previous period [4] - Operating profit increased by 72% to ZAR 2.7 billion, while headline earnings saw a 99% increase [4] - Free cash flow surged by 149% to ZAR 791 million, with cash and cash equivalents reaching ZAR 1.7 billion at the end of the period [4][16] Business Line Data and Key Metrics Changes - For the Ergo operation, revenue increased to ZAR 3.6 billion despite a 7% decrease in gold sold, attributed to a significant rise in gold prices [12][14] - Far West Gold Recoveries also experienced a 43% increase in revenue, reaching just above ZAR 1.4 billion, despite a similar 7% decrease in gold sold [14] - Operating profit for Far West increased from ZAR 750 million to almost ZAR 1.1 billion, resulting in a 73% operating margin [15] Market Data and Key Metrics Changes - The gold price increased by 43% from approximately ZAR 1.5 million per kilogram to just over ZAR 2.1 million per kilogram [12] - The all-in sustaining cost was reported at just over ZAR 1.1 million per kilogram, with an all-in sustaining margin of 48% [16] Company Strategy and Development Direction - The company is focused on its Vision 2028 strategy, aiming for a throughput rate of 3 million tons per month and 6 tons of gold output per year [6] - Significant capital reinvestment of ZAR 1.6 billion was directed towards Vision 2028 projects [4] - The company is also enhancing its sustainable development initiatives, including a 93.4% reduction in carbon footprint and a 28% decrease in electricity consumption off the grid [5][42] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, highlighting improved relationships with regulators and a focus on achieving Vision 2028 goals [49][50] - The company aims to maintain production and cost guidance while continuing to enhance its operational efficiency [48] - There is a strong emphasis on sustainable development as a core part of the company's strategy, with significant investments in community development [43] Other Important Information - The company declared an interim cash dividend of ZAR 0.50 per share, marking the nineteenth consecutive year of dividend payments [3] - The addition of the Kloof 2 dump from Sibanye added approximately 67 million tons to mineral resources, increasing total resources to 741 million tons [23][40] Q&A Session Summary - No specific questions were raised during the Q&A session, but management encouraged participants to send inquiries via email [61][62]

经济观察网 根据2026年2月17日的市场情况，哈莫尼黄金（HMY.N）股价下跌主要受以下因素影响： 股票近期走势 当日现货黄金价格下跌，一度跌破4900美元/盎司，拖累黄金矿业股整体表现。哈莫尼黄金作为黄金生 产商，其股价与金价走势高度相关。 市场环境 美股三大指数期货集体下跌，纳斯达克100指数期货跌幅近1%。市场对人工智能技术颠覆传统行业的担 忧加剧，科技股领跌，避险资产亦未获得支撑。 行业政策现状 美国通胀与就业数据好于预期，导致市场对美联储3月降息的概率降至7.8%。利率维持高位不利于黄金 等非生息资产的表现。 近期事件 俄乌、美伊谈判在日内瓦举行，但结果存在不确定性。同时伊朗在霍尔木兹海峡的军事演习加剧了区域 紧张局势，虽通常利好避险资产，但当日市场更关注流动性下降和假期因素带来的波动。 资金走向 美国上市金矿股普遍下跌，纽蒙特、巴里克矿业等跌幅均超2%，反映资金从黄金板块流出。 综上，哈莫尼黄金股价下跌是金价走弱、市场风险偏好变化及板块资金流向共同作用的结果。 以上内容基于公开资料整理，不构成投资建议。 ...

Core Viewpoint - Gold-related stocks experienced a significant decline, with spot gold dropping over 2.6% to $4860.7 [1] Group 1: Market Reaction - Harmony Gold (HMY.US) fell by more than 7% [1] - Gold Fields (GFI.US) and Pan American Silver (PAAS.US) both dropped over 6.8% [1] Group 2: Negotiation Updates - The second round of negotiations regarding Iran has concluded [1] - Iranian Foreign Ministry spokesperson Baghaei stated that Iran is maintaining an open attitude, discussing nuclear issues and sanctions relief [1] - The Iranian delegation is prepared to stay in Geneva for several days or even weeks to reach an agreement [1]

随着金价跌幅超过1.8%，在美上市的黄金矿业公司股价下跌。 金罗斯黄金公司股价下跌4%，金田公司 股价下跌5.2%，盎格鲁黄金阿散蒂公司股价下跌4.6%。纽蒙特公司股价下跌3.4%，西巴尼·斯蒂尔沃特 公司股价下跌6%，巴里克黄金公司股价下跌3.2%，哈莫尼黄金公司股价下跌6.4%。 来源：滚动播报 ...