( 图片来源：《澳华财经在线》) 【财经要闻及评论】 然而Lion Selection Group（ASX股票代码:LSX）的基金经理Hedley Widdup认为，"持续性牛市"的要素 已经具备。 Widdup追踪黄金市场已有二十年，一直引领有关矿业周期的讨论。 Widdup在《澳大利亚人报》最近对他的采访中表示，央行购买黄金是导致市场紧缩的主要原因。"我们 似乎正在进入一个全球化且冲突频发的世界，在这样的环境里许多央行需要黄金。" "尽管无法预知金价会涨到什么程度，但金价达到4000美元可能表明其已得到有力支撑。" 对于近期市场的回调，他表示，波动性是牛市不可或缺的一部分。 Hedley Widdup：持续性黄金牛市将至 ASX开发阶段金矿公司抢占先机 今年是黄金行业的分水岭，并且预计将是1979年以来黄金表现最佳的一年。 截至本周三市场收盘，金价处于每盎司4162.67美元的高位，年初至今已上涨约59%。 10月份当美中贸易紧张局势达到顶峰时，金价一度逼近每盎司4400美元，伴随价格回落，一些投资者担 忧，黄金的好日子可能已经过去了。 牛市条件具备 金价获得支撑 关注较小市值金矿开发公司 Lion真正看 ...

Group 1: Economic Indicators and Monetary Policy - Australia's inflation rate surged to 3.8% as of October, exceeding the Reserve Bank of Australia's (RBA) forecast of 3.2% for the fourth quarter, driven by rising electricity and food costs [2][26][29] - Major economists and the bond market are now betting on a potential interest rate hike in 2026, rather than a decrease, due to persistent inflation pressures [2][3] - The RBA's next meeting is scheduled for February, where it may consider raising the cash rate if inflation continues to accelerate [2][3] Group 2: Corporate Developments - Two Australian tech entrepreneurs sold their software monitoring company, Chronosphere, for approximately AUD 3.3 billion (USD 2.1 billion) to US cybersecurity giant Palo Alto Networks [5] - The founders of Chronosphere previously worked at Uber and Microsoft before establishing their company, which has secured contracts with major corporations like Walmart and DoorDash [5] - CSL, a major pharmaceutical company, has faced significant stock declines following two profit warnings, leading to a shift in investment strategies among large funds [6][7] Group 3: Mining and Resource Sector - Theta Gold Mines is advancing its TGME gold mine project in South Africa, with significant milestones achieved in construction, aiming for production by the end of 2026 [10][11] - The project is expected to create over 500 jobs locally and enhance regional economic development through an AI-driven training system [10][11] - Theta Gold has raised approximately AUD 51.4 million (USD 33.9 million) to support the construction of the TGME project, which has a resource estimate of about 6 million ounces of gold [11][13] Group 4: Stock Market Trends - Goldman Sachs has identified 13 undervalued growth stocks in the Australian market, following a significant downturn in the "unprofitable growth" sector, which has seen a 24% drop since mid-October [14][15][19] - The performance of these high-growth stocks is closely tied to the outlook for artificial intelligence, with potential for recovery as market conditions stabilize [16][18] - Stocks such as Zip, Xero, and WiseTech have been highlighted as potential buying opportunities after experiencing substantial declines [19]