$Newmont Mining(NEM)$ 我买入纽曼矿业(NEM),核心逻辑是黄金资产的长期避险价值与公司基本面共振。作为全球最大黄金生产商,收购Newcrest后资源储量与产量进一步巩固,同时布局铜业务实现多元化,对冲单一品类风险。当前地缘政治不确定性加剧、美联储降息预期升温,金价中长期上行趋势明确,而NEM作为标普500唯一纯金矿龙头,具备稳定股息与成本优化空间,当前股价回调提供了理想的中长期配置点位。
NEM
03-19 22:30
USNewmont Mining
SidePrice | FilledRealized P&L
Buy
Open
97.45
50
-1.60%
Holding
Newmont Mining

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  • glintzi
    ·03-20 01:39
    黄金避险逻辑稳,NEM买点正!
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