今年以来，"金价上涨"频繁占据各大平台热搜。然而事实上，白银的涨幅已悄然超越黄金。根据最新市 场数据，伦敦白银现货年内累计上涨30.85%，显著高于伦敦金现货26.91%的同期涨幅，成为贵金属赛 道中表现更强势的资产。 6月5日以来，白银强势突破，银价在小幅盘整后再创新高。7月14日，伦敦银现货一度站上39美元/盎 司，创2011年9月以来近13年新高。 短期来看，白银的大涨，主要归于以下三点。1)美元指数回落：6月5日至今，美元指数走势偏弱，利好 白银的货币属性; 2)风险偏好提升：4-5月美国新增就业均超预期，经济显示出一定韧性，资金风险偏好提升，白银相对 于黄金更为受益，金银比回落; 3)白银交易量较小，容易受到资金驱动，根据LBMA，2024年黄金日均交易量1119.9亿美元，而白银日 均交易量仅119.5亿美元，白银交易量仅占黄金的10.7%。白银作为较好的"黄金平替"，资金的高切低将 对白银存在较大影响。 在此三重背景下，短期内白银上涨动能强。而从中长期角度来看，白银仍有上涨的空间。 供给主要源于伴生矿，原生银矿供给或仍为刚性 2024年全球白银供给总量约3.16万吨，同比增加1.7%。白银矿端供 ...

国际金价站上3350美元，高盛大胆预测将涨至4000美元，然而花旗银行却相对保守，预测仅为3000美元。分析师们发出警告："金价三年累计上涨125%，是 时候喘口气了！" 紫金矿业、湖南黄金等股票价格已上涨超过50%，引发市场热议，不少网友焦虑地表示："邻居靠湖南黄金赚了一辆宝马，我现在追会不会 接盘？" 这轮矿业股票的狂欢，究竟是昙花一现还是长期盛宴？ 紫金矿业上半年交出亮眼成绩单：净利润高达232亿元，同比暴涨54%，仅上半年就赚取了全年利润。二季度单季利润更是达到惊人的130亿元，环比增长 27%，平均每天进账1.28亿元，令股民们调侃道："这比开印钞厂还快！" 厦门一位资深股民王大叔欣喜地翻出持仓记录："去年3月买的紫金，现在涨了近一 倍，肠子悔青没多押点！" 然而，尽管业绩辉煌，紫金矿业港股却在业绩发布后下跌1.71%，董事长陈景河更是一脸无奈地抱怨："我们的黄金被当铁卖！" 市盈率仅为12倍，远低于国际巨头纽蒙特矿业的20倍，这究竟是何原因？ 白银价格暴涨也带动了A股相关股票的飙升。湖南白银7月11日和14日连续涨停，年内涨幅超过52%。这家拥有2000吨白银年产能的湖南国资委旗下企业， 从默默无 ...

( 图片来源：《澳华财经在线》) 【异动股】3个月暴涨13倍！Dateline Resources (ASX:DTR)美国黄金稀土项目备受瞩目股价持续飙升 Dateline Resources Ltd (ASX股票代码:DTR) 股价异动，周二飙涨26.26%。 Dateline Resources位于美国加州100%自有的Colosseum项目与附近的Mountain Pass矿场具有相似地质特征，被视为 具有稀土勘探潜力。 4月初Colosseum金矿场获准可重启采矿计划，且该矿作为"美国第二个稀土元素矿山"被特朗普重点提及。过去三个 月DTR股价上涨近1300%。 澳华财经在线数据库显示，DTR最新价0.125澳元，已发行股本31.5亿股，市值3.94亿澳元。截止一季度末公司账面 现金结余143万澳元。 7月15日Dateline Resources宣布任命资深矿业高管Simon Slesarewich担任公司COO。 DTR董事总经理Stephen Baghdadi表示，Slesarewich的加入将有助于带领Colosseum项目迈向投产，并推动Dateline取 得显著增长。 （图片来源：DTR公 ...

在收涨的七只成分股里，嘉能可（GLN）涨0.52%表现第六，金田公司（GFI）涨1.29%，哈莫尼黄金 （HAR）涨1.86%，英美烟草（BTI）涨2.12%，安格鲁阿山帝黄金（ANG）涨4.3%，沙索（SOL）涨 10.89%。 成分股Valterra铂业（VAL.SJ）收跌5.86%、南非Woolworth控股（WHL）跌5.51%、必得维斯特集团 （BVT）跌4.61%、因帕拉白金控股（IMP）跌4.51%领跌。 周五（6月13日），南非富时/JSE非洲领先40可交易指数收跌1.64%，报87865.89点，脱离6月12日所创 收盘历史最高位89326.22点，逼近6月3日收盘位87181.74点，本周乐基下跌0.84%。 ...

嘉能可（GLN）则收跌0.23%表现较差，天达证券投资顾问（INP）跌0.26%，哈莫尼黄金（HAR）跌 0.31%，Naspers（NPN）跌0.33%，Prosus（PRX）跌0.43%跌幅第十大，金田公司（GFI）跌0.82%，因 帕拉白金控股（IMP）跌0.87%，安格鲁阿山帝黄金公司（ANG）跌1.53%跌幅第五大，Sibanye Stillwater跌2.67%表现最差。 成分股沙索（SOL.SJ）收涨4.72%，Aspen医药保健控股涨3.56%，耆卫集团（OMU）涨2.42%表现第 三。 周二（6月10日），南非富时/JSE非洲领先40可交易指数收涨0.31%，报88974.29点，时隔两个交易日再 创收盘历史新高。 ...

Group 1: Market Overview - The global silver market is experiencing a significant rise, with silver prices reaching a new high not seen in over a decade, driven by geopolitical tensions, a weakening dollar, and a recovery in global manufacturing [1][2] - As of June 9, 2023, COMEX silver futures prices surpassed $37 per ounce, marking the highest level since February 2012 [2] - The demand for precious metals, particularly silver and gold, has increased due to heightened market risk aversion amid economic downturn pressures and uncertainties in U.S. Federal Reserve policies [2] Group 2: Supply and Demand Dynamics - The World Silver Association's report indicates that silver supply and demand will remain structurally tight in 2024, with a projected demand drop of 3% year-on-year, while industrial silver demand is expected to grow by 4% to 680.5 million ounces [3][4] - Industrial sectors, particularly electric vehicles, 5G communication devices, and semiconductors, are driving the demand for silver, with photovoltaic (solar) applications being a key factor [3] - The report highlights a significant discrepancy in solar silver demand forecasts, with the World Silver Association predicting 195.7 million ounces for 2025, while Montreal Bank Capital Markets estimates 261 million ounces, a difference of 33% [3] Group 3: Investment Trends - Investment demand for silver coins and bars is projected to decline by 22% in 2024, while silver ETFs are not included in the overall demand statistics, indicating a net inflow that could lead to a supply-demand gap of 210.5 million ounces, the second-highest in history [4] - The anticipated supply-demand gap for 2025 is expected to remain significant at 187.6 million ounces [4] Group 4: Mexico's Position - Mexico continues to be the world's largest silver producer for 16 consecutive years, with a notable increase in silver production expected in 2024, contributing over 3.8 million ounces to North America's output growth [5][6] - The rise in silver prices is expected to enhance Mexico's export revenues and fiscal income, while the global manufacturing chain is restructuring, increasing reliance on precious metals for industries like photovoltaics and electric vehicles [5][6] - Challenges for Mexico include aging mining infrastructure, uncertainties in U.S. metal import tariffs, and stricter environmental regulations impacting traditional mining practices [6]

Group 1 - Spot gold experienced a daily decline of 1.0%, priced at $3318.4 per ounce [1] - Gold and silver mining stocks generally weakened, with Harmony Gold down 4%, FSM down over 3.2%, AEM and Newmont Mining down 2.9%, Kinross Gold down 2.8%, Hecla Mining down 2.6%, gold mining stock ETFs down 2.3%, and the gold miners factor index ETF down 1.9% [1] - The yield on the 10-year U.S. Treasury bond maintained an increase of over 7 basis points, stabilizing around a daily high of 4.4777% following the release of the U.S. non-farm payroll report [1] Group 2 - The yield on the 2-year U.S. Treasury bond narrowed its increase to 8.3 basis points, approaching the psychological level of 4%, having risen from around 3.91% to nearly 4.03% after the non-farm payroll report [1] - The U.S. dollar index's increase narrowed to 0.4%, nearing 99.10, while the dollar against the yen maintained an increase of over 0.9%, stabilizing around a daily high of 144.98 [1]

费城金银指数收跌1.28%，报185.38点。成分股普遍收跌，科尔黛伦矿业、埃尔拉多黄金、McEwen矿业 跌2.98%-2.3%表现最差，仅仅First Majestic白银涨0.16%、B2Gold涨0.32%。 周二（4月29日）纽约尾盘，现货黄金下跌0.76%，报3319.25美元/盎司，几乎全天处于下跌状态，亚太 盘初"瞬间"微弱地冲高回落，日内整体交投于3343.97-3299.76美元，4月22日涨至3500.10美元创历史新 高以来，持续高位震荡。 COMEX黄金期货跌0.52%，报3330.20美元/盎司，4月22日涨至3509.90美元创盘中历史新高之后，也持 续交投于3400美元下方。 ...