Spot gold has smashed through $3,600/oz 🚀 — hitting a new all-time high with a 36.65% YTD gain.
Gold miners are flying too:
$NEWMONT CORP-CDI(NEM.AU)$ & $EVOLUTION MINING LTD(EVN.AU)$ → nearly +100% YTD
$PERSEUS MINING LTD(PRU.AU)$ → +66% YTD
$NORTHERN STAR RESOURCES LTD(NST.AU)$ → +35% YTD
ETF $ETFS Physical Gold(GOLD.AU)$ → +32% YTD
Gold has become the No.1 most crowded long trade
World Gold Council data shows that 14 straight quarters of central bank gold buying (historic record 📈)
Investor sentiment is also rising. 8 bulls for every 1 bear — gold has become the No.1 most crowded long trade, even surpassing developed market equities
Wall Street targets are rising for $Gold - main 2512(GCmain)$:
Goldman Sachs & BofA → $4,000/oz by 2026
JPMorgan → $3,800/oz in the near term
Trend drivers: weakening USD reserve status, central banks (China, India, Singapore) boosting gold reserves by +47% to +75% YoY, and Fed rate cut bets
👉 Share any AU gold stock or ETF ticker you know (or go find one!)
Post a ticker → earn 5 Tiger Coins
If you would liek to share your thoughts on it → you can earn 10 Tiger Coins
It’s that simple — just drop your ticker 🎯
✨ Which Aussie gold play would you pick?
You can also post directly in the topic page: [Event] AU Gold Picks ✨ Find & Pick an AU Gold Ticker
Event period
Now till September 16, 2025
Comments
高盛和美國銀行→$4,000/盎司到2026年
摩根大通→$3,800/盎司近期
趨勢驅動因素:美元儲備地位減弱、央行(中國、印度、新加坡)將黃金儲備同比增加47%至75%以及美聯儲降息押注
投資者情緒也在上升。每1只熊對應8只公牛——黃金已成爲No.1最擁擠的多頭交易,甚至超過發達市場股票
華爾街目標正在上漲$黃金主2512(GCmain)$:
高盛和美國銀行→$4,000/盎司到2026年
For Aussie exposure, I like $NORTHERN STAR RESOURCES LTD(NST.AU)$ . It hasn’t doubled like Newmont $Newmont Corporation(MWL.AU)$ or Evolution $EVOLUTION MINING LTD(EVN.AU)$ , but its scale and stability make it a solid way to ride higher gold prices without extreme volatility.
I’d also pair it with $ETFS Physical Gold(GOLD.AU)$ for direct commodity exposure. That balance gives me both steady leverage from miners and clean upside from spot gold itself. Overall, I see gold as one of the most reliable hedges in today’s uncertain market.
@ASX_Stars @Tiger_comments @TigerStars
@TigerStars @CaptainTiger
这家公司虽然不算是澳洲黄金行业里规模最大的,但胜在运营稳健,资产组合分布在澳洲和加拿大,地域风险相对分散。它的生产成本在同业里算中等偏低,这意味着当金价突破 3600 美元/盎司时,利润弹性会被迅速放大。今年以来 EVN 股价已经翻倍,主要就是市场在提前定价高金价下的现金流爆发力。
我个人比较看重的一点是,EVN 并不是靠单一矿山“赌运气”,而是通过并购和整合逐步形成规模化运营。这种战略让它在金价回调时依旧有韧性,而在金价持续上涨时又能跑出超额收益。
如果把黄金看作避险和通胀对冲工具,那么 EVN 就像是给现货金价加了杠杆的版本:当金价创新高,它涨幅往往更快。这也是为什么我会更倾向于通过持有这类黄金矿企,而不是单纯的 GOLD.AU ETF,因为前者能带来更强的盈利弹性。
代码:EVN.AX —— 我觉得它依然值得长期关注。
@Tiger_comments @TigerEvents