Tag

#WPM

May 1, 2026

9胜1负之后：贵金属5周复盘 + 下一程作战图

5周前喊"$4,520是入场点"。今天: 9胜1负，平均+7.0%。FNV因估值溢价压缩成唯一输家——前文"持有"评级的预警兑现。但故事的主角变了: 不再是金价，而是矿企的资本回报超级周期 (NEM $60亿回购、AEM被Fitch上调A-)。附: 白银工业需求出现真实裂缝 + 下一程作战图。

May 1, 2026

9 Wins, 1 Loss, And A New Story: Precious Metals 5-Week Recheck

Five weeks after the bottom call: 9 of 10 stocks up +7% avg, FNV the only loser as predicted. The new story isn't gold price — it's the capital-return supercycle (NEM's $6B buyback, AEM's A- credit). Plus: silver's hidden demand crack and the trade for the next leg.

Mar 23, 2026

Where Is the Bottom for Precious Metals Stocks? Multi-Scenario Analysis

Gold crashed from $5,321 to $4,520. Where is the bottom? Using AISC survival line + bear market multiple framework to estimate bottoms for 10 precious metals stocks across four gold price scenarios ($3,500/$4,000/$4,500/$5,500+). Includes detailed calculation methodology and staged entry strategy.

Mar 23, 2026

贵金属股底部在哪？多情景分析

黄金从$5,321暴跌到$4,520，矿业股底部在哪？用AISC生存线+熊市倍数框架，对10只贵金属股做四种金价情景（$3,500/$4,000/$4,500/$5,500+）的底部估算。含详细计算过程和分批建仓策略。