记者丨黎雨桐 见习记者林芊蔚 出品丨21财经客户端 21世纪经济报道 广州AI应用龙头毛利率高达82%，冲刺港股IPO 原油涨超5%，金银跳水，欧洲股市、美股期指集体下跌 21君荐读 3月3日晚间，现货金银双双急跌，现货黄金跌2.5%，报5188.86美元/盎司；现货白银一度跌 11.25%，现报81.31美元/盎司。 消息面上，据央视新闻，当地时间3日，伊朗哈塔姆·安比亚中央司令部发布公告称，为了打破 僵局，以色列和美国正在试图"攻击该地区国家的外交机构等地点"，其目的是嫁祸于伊朗。 另据新华社，黎巴嫩真主党3日表示，对以色列多处军事基地发动了袭击，称此举是对以色列 持续针对黎巴嫩"侵略行动"的回应。 SFC 编辑丨吴桂兴 ...

格隆汇2月19日｜美股盘前，白银概念股走强，泛美白银涨4.6%、赫克拉矿业涨1.9%、First Majestic涨 1.3%。 ...

经济观察网 根据现有信息，希尔威（SVM.AM）在2026年2月13日股价表现强劲，单日上涨7.07%，收 盘报10.90美元。其所属的银板块当日整体上涨6.11%，表现远优于大盘（纳斯达克指数涨0.30%）。 股票近期走势 股价上涨的直接原因可能与市场资金流向相关板块有关。2月12日至13日，美股市场因对人工智能 （AI）颠覆性影响的担忧出现剧烈波动，科技股和部分成长股遭遇抛售，资金可能转向包括贵金属在 内的传统防御性板块寻求避险。作为一家白银矿业公司，希尔威可能因此受到市场关注。 近期事件 需要注意的是，目前公开资料中未发现希尔威公司在2月13日当天发布任何可能直接影响股价的特定公 司公告（如财报、经营数据或重大合同）。 以上内容基于公开资料整理，不构成投资建议。 ...

Core Viewpoint - Pan American Silver (PAAS.N) experienced a significant stock price drop of 8.83% on February 12, 2026, closing at $54.59, primarily influenced by a sharp decline in silver prices and overall market conditions [1][2]. Group 1: Stock Performance - The stock price of Pan American Silver fell significantly due to a major drop in silver prices, with London spot silver down 10.73% to $75.224 per ounce on February 12 [1]. - The COMEX silver futures also saw a decline of 10.62%, indicating a strong correlation between the company's stock price and silver market fluctuations [1]. Group 2: Market Conditions - On the same day, major U.S. stock indices collectively declined, with the Nasdaq index down 2.03%, reflecting overall market weakness [2]. - The gold sector, which includes Pan American Silver, experienced an overall drop of 4.59%, driven by changing risk sentiment and concerns over interest rate policies affecting resource stocks [2]. Group 3: Technical and Fund Flow Analysis - Following a closing price of $59.62 on February 11, some investors likely opted to lock in profits during the silver price correction, as the stock had gained 15.06% year-to-date until that point [3]. - The accumulation of short-term gains made the stock more susceptible to sell-offs amid increased market volatility [3].

Core Viewpoint - The global silver market is expected to experience a supply shortage for the sixth consecutive year by 2026, with a deficit of 67 million ounces, driven by geopolitical tensions and uncertainty in U.S. policies, which support silver investment demand [1] Group 1: Market Dynamics - COMEX silver futures have rebounded significantly, with an increase of over 3.8%, surpassing $83 per ounce, which has boosted market interest in silver mining companies like Americas Silver Corporation [1] - Americas Silver Corporation's stock price has shown notable volatility in recent days, with a year-to-date increase of 56.46%, indicating strong short-term technical momentum [1] Group 2: Investment Demand - The World Silver Association reports that long-term silver price trends are supported by fundamentals, with investment demand expected to grow by 20% to 227 million ounces, marking the highest level in three years [2] - While industrial demand may decline, expansions in data centers, artificial intelligence, and the automotive industry are expected to partially offset negative impacts [2] Group 3: Analyst Ratings - H.C. Wainwright maintains a "Buy" rating for Americas Silver Corporation, raising the target price to $3.4, although this viewpoint was published earlier and should be assessed in light of the latest market dynamics [2]

经济观察网泛美白银(PAAS.N)近期股价表现活跃，截至2月11日报59.62美元，当日上涨0.55%，近5日累 计上涨3.66%，年初至今涨幅达15.06%。近一周股价波动显著，2月5日受贵金属板块拖累跌逾8%，但2 月7日随市场反弹涨超5%，反映白银价格波动对短期情绪的影响。 近期事件 贵金属市场近一周出现"过山车"行情，现货白银价格在2月6日暴跌近20%后，于2月9日反弹超4%。美 伊局势缓和及全球风险偏好变化是主要驱动因素，间接影响泛美白银等白银矿商股价。 财报分析 公司2025年第三季度财报(2025年11月发布)创下2.517亿美元的自由现金流记录，并上调2025年银产量指 引至2200-2250万盎司。尽管财报非近期发布，但其体现的运营效率仍为股价提供基本面支撑。 以上内容基于公开资料整理，不构成投资建议。 ...

来源：滚动播报 安本实物白银股票交易型开放式指数基金（ABRDN Physical Silver Shares ETF）上涨3.5%，安硕白银信 托（iShares Silver Trust）上涨4%。赫克拉矿业公司股价上涨1.7%，银峰资源公司股价上涨3.3%，奋进 白银公司股价上涨1.5%。 ...

，贵金属市场到底怎么了——在2月5日的上午十点半，现货黄金忽然跌破4900美元关口，现货白银一度 跌穿81美元，暴跌来得迅猛，像是一个熟睡的巨人被人猛地扯醒，惊醒之后，脚下一滑，摔得不轻。 这是事实，不是吓唬话，现货白银最低报80.562美元/盎司，日内跌幅超7%，现货黄金一度见4893.42美 元/盎司，日内最大跌幅超过1%，行情数字冷冰冰，但背后的因果却热得发烫，谁都得看清楚。 先别急着归咎于"某个消息面"——市场是有脉络的，贵金属价格既受国际避险情绪影响，也受人民币汇 率、美元走强、资金流动性以及场内基金的仓位共同牵扯，白银尤其敏感，因为它既有工业属性，又有 投资属性，放大器一开，波动就大。 再说白银的那场"连续跌停戏"，国投白银LOF在场内开盘触及跌停，已连续四日跌停，溢价率回落至 37.13%，这不是简单的货币游戏，这是资金面在发出信号，谁在押注谁在逃离，这是投资者情绪的放 大器，也是制度性安排的反应窗。 把目光拉远一点看A股，贵金属板块开盘普遍走弱，湖南黄金、湖南白银一度触及10%跌停，晓程科 技、四川黄金、招金黄金、西部黄金等纷纷下挫，个股被打成重创，行情像洪水冲过村庄，残存的只是 泡沫与惊慌的 ...

Group 1 - The Hong Kong gold stocks experienced a collective decline, with China Gold International dropping nearly 8% and Zijin Gold International falling close to 7% [1][2] - Spot gold prices fell below $4900 per ounce, decreasing by 1.43%, while spot silver dropped below $79 per ounce, plummeting by 11% [1] - Analysts predict that the average gold price for this year is expected to reach a historical high, while the average silver price is also revised upward but faces high volatility risks [1] Group 2 - The main silver futures contract in Shanghai saw a significant drop of 8%, currently reported at 20870 yuan per kilogram [1] - The decline in silver prices is anticipated to be more severe due to a decrease in demand, leading to potentially more drastic corrections [1] - The following companies reported notable declines in stock prices: China Gold International (-7.75%), Zijin Gold International (-6.68%), and Chifeng Jilong Gold Mining (-6.42%) [2]

Group 1 - The Hong Kong gold stocks experienced a collective decline, with China Gold International dropping nearly 8% and Zijin Mining International falling close to 7% [1] - Other companies such as Chifeng Jilong Gold, Zijin Mining, Lingbao Gold, and Shandong Gold also saw declines exceeding 6% [1] - Spot gold prices fell below $4900 per ounce, down 1.43% for the day, while spot silver dropped below $79 per ounce, experiencing a significant decline of 11% [1] Group 2 - The main silver futures contract in Shanghai plummeted by 8%, currently reported at 20870 yuan per kilogram [1] - A Reuters survey indicated that analysts expect the average gold price for this year to reach a historical high, with silver price expectations also raised but facing high volatility risks [1] - Analysts predict that silver prices will maintain high volatility, potentially experiencing more severe corrections due to declining demand [1]