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甘雨开胸襟澎湃-互联网巨头的生死对决,谁将主宰未来市场!
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甘雨开胸襟澎湃-互联网巨头的生死对决,谁将主宰未来市场!

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 宜宾市(翠屏区、珙县、兴文县、南溪区、高县、屏山县、江安县、长宁县、叙州区、筠连县)





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北海市(海城区、合浦县、银海区、铁山港区)









南平市(光泽县、浦城县、建阳区、武夷山市、政和县、建瓯市、顺昌县、延平区、松溪县、邵武市)  本溪市(平山区、溪湖区、南芬区、桓仁满族自治县、明山区、本溪满族自治县)









榆林市(府谷县、清涧县、佳县、吴堡县、米脂县、绥德县、神木市、子洲县、定边县、横山区、榆阳区、靖边县)









海西蒙古族藏族自治州(格尔木市、都兰县、天峻县、茫崖市、德令哈市、乌兰县)









大理白族自治州(大理市、永平县、南涧彝族自治县、鹤庆县、宾川县、漾濞彝族自治县、剑川县、洱源县、巍山彝族回族自治县、弥渡县、云龙县、祥云县)通辽市(开鲁县、科尔沁区、扎鲁特旗、奈曼旗、科尔沁左翼后旗、科尔沁左翼中旗、霍林郭勒市、库伦旗)









贵港市(港南区、平南县、覃塘区、桂平市、港北区)  萍乡市(上栗县、莲花县、安源区、湘东区、芦溪县)









金昌市(金川区、永昌县)









安康市(镇坪县、岚皋县、旬阳市、平利县、汉滨区、汉阴县、石泉县、白河县、紫阳县、宁陕县)









庆阳市(西峰区、镇原县、华池县、宁县、正宁县、合水县、庆城县、环县)葫芦岛市(南票区、兴城市、连山区、建昌县、龙港区、绥中县)









玉树藏族自治州(囊谦县、杂多县、曲麻莱县、称多县、治多县、玉树市)









三亚市(天涯区、崖州区、吉阳区、海棠区)









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铁岭市(开原市、调兵山市、清河区、铁岭县、昌图县、西丰县、银州区)









柳州市(三江侗族自治县、柳北区、柳城县、柳南区、鹿寨县、融水苗族自治县、融安县、城中区、柳江区、鱼峰区)









绍兴市(嵊州市、新昌县、上虞区、诸暨市、越城区、柯桥区)

哎,兄弟,这事儿我也纳闷啊!金价都飙到历史最高位了,紫金这货咋就磨磨唧唧不跟涨呢?我琢磨着大概有这几个门道儿:

首先,挖金子是真烧钱。别光看金价涨得欢,紫金他们挖矿的成本这几年蹭蹭往上涨,电费、人工、环保投入全在涨。去年财报里说他们每克黄金成本涨了12%,相当于金价涨的钱全被成本吃了很大一部分,利润没想象中那么肥。好比菜市场白菜涨价了,但菜贩子进货价也涨,最后赚的差价还是没变。

其次,矿不是想挖就能挖。听说新矿从勘探到出金子得等个五到十年,现在紫金手上的矿产量增速才5%,金价涨40%但产量只涨这点,就像饭店涨价但桌子没增加,赚的钱自然有限。再加上他们前几年在海外买矿,秘鲁那摊子事儿还没完全消化,市场也怕有雷没爆干净。

还有,炒股的人精着呢。去年金价刚开始涨的时候,紫金股价早早就冲了一波,现在虽然金价新高,但大伙儿觉得之前涨得差不多了,都在等业绩实打实出来。就像你看好一部电影,预告片出来股价就涨过了,等真上映反而没人炒了。再加上现在炒黄金都流行玩ETF和期货,钱都往那儿跑,股市反而冷清了。

最后,大环境也添乱。美联储一会儿说要降息一会儿又嘴硬,美元汇率上蹿下跳的,搞得黄金股既要看金价脸色,还得防着汇率背刺。再加上最近中东那边局势紧张,按理说该利好黄金,但炒股的人反而更慌,宁愿直接囤金条也不碰股票。

不过话说回来,紫金最近一季报利润暴涨60%,港股那边已经开始有资金进场抄底了。要是下半年金价真像高盛说的冲4000美元,这货迟早得补涨。现在这走势就像拉弓,弓弦绷得越紧,后面射得越远。对散户来说,这时候就得比谁更有耐心,别被短期波动晃下车咯。

个人观点,仅供参考。

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