数据是数字时代的金矿？

中国黄金网2025-07-24

有个颇为流行的说法，将数据称为数字时代的矿石。意思是在数字时代，经济活动都离不开数字资源，就像在传统经济框架下，矿石是实体经济的骨骼。这种类比可能只是说说而已，至少“喜新厌旧”的投资者，更喜欢数字矿石，而非传统矿石。之前一波波网络泡沫和数字经济泡沫就生动说明了这一点。现在最受热捧的轮到了数字矿机制造商。近期芯片生产商英伟达成为首家市值达到4万亿美元的上市公司。反观传统矿山机械生产商，就是把卡特彼勒...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724101429a46030fd&s=b><strong>中国黄金网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有个颇为流行的说法，将数据称为数字时代的矿石。意思是在数字时代，经济活动都离不开数字资源，就像在传统经济框架下，矿石是实体经济的骨骼。这种类比可能只是说说而已，至少“喜新厌旧”的投资者，更喜欢数字矿石，而非传统矿石。之前一波波网络泡沫和数字经济泡沫就生动说明了这一点。现在最受热捧的轮到了数字矿机制造商。近期芯片生产商英伟达成为首家市值达到4万亿美元的上市公司。反观传统矿山机械生产商，就是把卡特彼勒...</p>\n\n<a 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age?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDU":0.6,"NVD":0.6,"NVDD":0.6,"NVDA":0.9,"NVIW.SI":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"NVDX":0.6,"NVDY":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVDS":0.6},"content_text":"有个颇为流行的说法，将数据称为数字时代的矿石。意思是在数字时代，经济活动都离不开数字资源，就像在传统经济框架下，矿石是实体经济的骨骼。这种类比可能只是说说而已，至少“喜新厌旧”的投资者，更喜欢数字矿石，而非传统矿石。之前一波波网络泡沫和数字经济泡沫就生动说明了这一点。现在最受热捧的轮到了数字矿机制造商。近期芯片生产商英伟达成为首家市值达到4万亿美元的上市公司。反观传统矿山机械生产商，就是把卡特彼勒、小松、约翰迪尔、徐工、利勃海尔、三一、日立建机、沃尔沃建筑设备、杰西博，以及山特维克这前十大厂捆在一起（利勃海尔未上市，市值以排名相近的徐工取值），总体的市值也不到英伟达的十分之一。矿山设备生产商在英伟达面前不堪一战。那么，生产金银铜铁锡铅等各种金属的矿产商下场会怎么样呢？答案是好一些，但仍远远不及英伟达。当前，全球最具价值矿商“50强”榜单上矿商的总市值约1.5万亿美元，不到英伟达市值的40％。矿产商的市值，受益于近期的大宗商品繁荣。比如，当前金价在历史高点附近，铜价一步步接近每吨1万美元关口。在此带动下，矿产商的股价在过去3个月中增长了1000多亿美元，涨幅近10％。这个涨幅看起来颇为可观，但和英伟达比起来，明显相形见绌。后者同期股价涨了大约40％。将矿业公司和数字矿机公司的市值作比较，像是一场龟兔赛跑，双方差距被不断拉大。而且，即使经历这轮矿业繁荣带来的上涨后，在矿产商中也只有必和必拓和力拓两家市值超过了千亿美元关口。再往下，无论是南方铜业还是自由港麦克米伦，都有较大差距。而在黄金矿业领域，领先的纽蒙特市值不到700亿美元，巴里克更是只有360亿美元左右，不足英伟达的百分之一。当然，或许值得安慰的是，数字矿机公司的市值已经达到历史新高。而在多种金属的价格创下历史新高并多年保持高位的情况下，当前矿业公司的总体市值仍未达到2022年第二季度的峰值，和那时相比仍有不到10％的差距——2022年第二季度，那或许是3年来矿业公司和数字矿机公司的市值差距最小的时刻之一。当时，英伟达的市值约4500亿美元，只是当前的11％。其实不止英伟达，微软和苹果等和数字时代矿机相关的公司，市值都足以超过整个矿产行业上市公司的总和。“数据新矿石”的产出终究离不开矿石制造出的设备，但当前“老矿”确实比“新矿”要便宜得多，也划算得多。（以上内容不构成投资建议或操作指南，为作者本人观点，不代表本平台立场）编辑|焦扬 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