金属狂潮下，全球矿业巨头50强开年暴涨20%

华尔街见闻01-29

地缘政治紧张局势与美元走软引发避险狂潮，推动全球矿业板块在新年伊始创下惊人涨幅。据S&P Capital IQ最新数据显示，受地缘政治紧张局势加剧推动，贵金属和基本金属价格飙升，全球最大的50家上市矿业公司在过去一个月内市值增加了4760亿美元，涨幅约为20%。同时，自1月以来，超过100家独立的金属和矿业公司的股价已经翻了一番以上。在MSCI的156个行业股票指数中，今年表现最好的前三个均属于...

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href=https://wallstreetcn.com/articles/3764417><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>地缘政治紧张局势与美元走软引发避险狂潮，推动全球矿业板块在新年伊始创下惊人涨幅。据S&P Capital IQ最新数据显示，受地缘政治紧张局势加剧推动，贵金属和基本金属价格飙升，全球最大的50家上市矿业公司在过去一个月内市值增加了4760亿美元，涨幅约为20%。同时，自1月以来，超过100家独立的金属和矿业公司的股价已经翻了一番以上。在MSCI的156个行业股票指数中，今年表现最好的前三个均属于...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764417\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0075056555.USD","symbol_name":"贝莱德世界矿业基金A2","start_time":0,"source_url":"https://wallstreetcn.com/articles/3764417","article_id":"1191214771","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/78ccc3a53f1ce235a60691f4dd52834a"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1191214771","pubTimestamp":1769652673,"columns":[],"sourceInfo":{"source_id":"lsy1762389672944","name":"华尔街见闻"},"weMediaInfo":null,"summary":"地缘政治紧张局势与美元走软引发避险狂潮，推动全球矿业板块在新年伊始创下惊人涨幅。据S&P 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year","themeId":"bd5b5e93a5b1956973e240ccf5eace4a","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2a2245db2b97888be17085135ed4f20c","symbols_score_info":{"RTNTF":1,"SImain":0.62,"HGmain":0.43,"COPX":0.32,"GCmain":0.43,"BBL":1,"RIO":1,"CPER":0.32,"MGCmain":0.32,"BBL.AU":1,"BHP":1,"RIO.AU":1,"GLEN.UK":1},"content_text":"地缘政治紧张局势与美元走软引发避险狂潮，推动全球矿业板块在新年伊始创下惊人涨幅。据S&P Capital IQ最新数据显示，受地缘政治紧张局势加剧推动，贵金属和基本金属价格飙升，全球最大的50家上市矿业公司在过去一个月内市值增加了4760亿美元，涨幅约为20%。同时，自1月以来，超过100家独立的金属和矿业公司的股价已经翻了一番以上。在MSCI的156个行业股票指数中，今年表现最好的前三个均属于金属板块。必和必拓（BHP）、紫金矿业以及力拓（Rio Tinto）和嘉能可（Glencore）等行业巨头成为最大赢家。这一轮“金属狂潮”势头迅猛。黄金价格周三突破每金衡盎司5300美元，白银上周首次突破100美元，铜和锡也于本月创下历史新高。而资金涌入矿业股和实物金属的主要动力来自避险需求。随着美国总统特朗普发出军事和关税威胁，并针对美联储主席鲍威尔发起行动，全球动荡加剧，美元兑一篮子货币跌至四年来最低水平。Panmure Liberum分析师Tom Price直言：“人们很害怕。”他指出投资者正在“用大宗商品敞口取代美元敞口”，并表示“从未见过如此规模的行情”。此外，AI热潮对电网基础设施和数据中心的需求也推高了铜价。矿业股估值修复与补涨潜力此次飙升延续了矿业股在2025年的强劲表现。据S&P Global Market Intelligence数据，由近2400家公司组成的一组矿业股的总市值在去年12月同比上涨了80%以上。尽管如此，投资机构认为该板块仍有上涨空间。Orion Resource Equities的首席投资官James Hayter表示，投资者越来越预期金属价格将在中长期内继续上涨，这正在推动“股票表现优异”。他补充说，即使贵金属和基本金属价格从近期的历史高位回落，这种动态也可能会持续下去。Hayter指出，鉴于矿业多年来一直“不受青睐且投资不足”，“全球资产管理公司只需进行少量的资金轮动进入我们的行业，就能产生巨大的影响”。SP Angel的分析师John Meyer则认为，矿业股票的表现仍然“落后”于本月黄金、白银、铜和其他金属“非凡且史无前例”的涨幅。他补充道，许多矿商的估值仍然没有“得到特别好的体现。还有很多追赶的空间。”投机资金涌入引发回调担忧尽管市场情绪高涨，但分析师也发出了警示信号，指出该行业仍需要大量资本，且地缘政治动荡给矿业公司开设和运营矿场的能力带来了不确定性，这将影响股价表现。Center for European Policy Analysis的研究员Enrique Dans表示，全球紧张局势增加了“整个行业的波动性溢价”，一些距离投产还有数年的矿商股价正在经历“非常剧烈的波动”。Panmure 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