道指涨20.20点，涨幅为0.04%，报50135.87点；纳指涨207.46点，涨幅为0.90%，报23238.67点；标普 500指数涨32.51点，涨幅为0.47%，报6964.82点。 | 美股指数 △ | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 道琼斯工业 | | 纳斯达克指数 | | 标普500 | | | | 50135.87 | | 23238.67 | | 6964.82 | | | | +20.20 +0.04% +207.46 +0.90% | | | | +32.52 +0.47% | | | | < W | | 道琼斯工业平均(DJI) | | | | | | | | 02-09 16:20:01 | | | | | | 50135.87 | | 昨收 | 50115.67 | 成交额 | 0 | | | 20.20 | 0.04% | 中心 | 50047.79 | 成交量 | 0 | | | 上 涨 | 11 | 母 習 | 0 | 下 跌 | 19 | | | 最高价 | 50219.40 | 市盈率 ...

Canaccord Genuity initiated coverage on AngloGold Ashanti Limited (NYSE:AU) with a "Buy" rating amid a recovery in gold prices.Gold prices have rebounded, closing above $5,000 per ounce, benefiting gold mining companies like AU.AU's stock price has seen a 5.44% increase, reflecting the positive sentiment in the gold market.On February 9, 2026, Canaccord Genuity initiated coverage on AngloGold Ashanti Limited (NYSE:AU) with a "Buy" rating. At the time, AU's stock price was $103.95, as reported by StreetInsid ...

  February 5, 2026 – TheNewswire - British Columbia – Cameo Resources Inc. (CSE: MEO, FSE: Z88) (“Cameo” or the “Company”) is pleased to announce that it has executed a Drilling Services Agreement (the “Agreement”) to initiate the first ever drilling campaign on its 100% owned, 19.58 square kilometer, Katoro Gold Property (“Katoro” or the “Property”), located in the Geita region of the Lake Victoria Goldfields of Tanzania.  Cameo has signed the Agreement with HETAMIS Mineral Services Ltd. (“HETAMIS”) of Da ...

AngloGold Ashanti (AU) is set to release its Q4 2025 earnings on Feb. 20. Along with the regular dividend, the company is also expected to announce an additional dividend to meet its annual payout targets. AU intends to pay half of its free cash flows to investors as dividends, and while it has already made two true-up payments following the Q2 and Q3 earnings, it should announce another one while releasing the Q4 earnings. AU stock has risen sharply over the last two years, riding the gold price rally. ...

Core Insights - Gold prices have shown recovery after a sharp decline, closing above $5,000/Oz, supported by geopolitical tensions and a weak U.S. dollar [1][9] - Year-to-date, gold prices have increased nearly 15%, positively impacting gold mining stocks [2][9] - Central banks are actively purchasing gold to bolster reserves amid rising global debt and economic uncertainties [4][5] Gold Mining Stocks - Five notable gold mining stocks include AngloGold Ashanti plc (AU), Gold Fields Ltd. (GFI), New Gold Inc. (NGD), DRDGOLD Ltd. (DRD), and Gold Royalty Corp. (GROY), all carrying favorable Zacks Ranks [3][9] - AngloGold Ashanti (AU) has an expected revenue growth rate of 22.5% and earnings growth rate of 52.9% for the current year, with earnings estimates improving by 8.9% [10][11] - Gold Fields (GFI) is projected to have revenue and earnings growth rates exceeding 100%, with earnings estimates improving by 9.2% [12] - New Gold (NGD) anticipates a revenue growth rate of 10.2% and earnings growth rate over 100%, with earnings estimates improving by 15.5% [13] - DRDGOLD (DRD) expects a revenue growth rate of 67.8% and earnings growth rate over 100%, with earnings estimates improving by more than 100% [14][15] - Gold Royalty Corp. (GROY) forecasts revenue and earnings growth rates exceeding 100%, with earnings estimates improving by 12.5% [16] Market Dynamics - The gold mining industry is facing supply constraints due to a scarcity of new deposits and lengthy exploration processes [6] - Increased industrial demand for gold in sectors like energy and healthcare is expected to contribute to a demand-supply imbalance, further driving gold prices [7]

Core Insights - The recent sharp selloff in precious metals, particularly gold and silver, was driven by month-end profit taking rather than fundamental changes in the market [2][10] - Despite the volatility, both gold and silver ended January with significant gains, indicating a continued bullish trend [1][2] Precious Metals Market Dynamics - Gold's bull market has been durable, matching and recently outperforming US equity markets, despite being historically underappreciated [4] - The perception of gold as a core portfolio diversifier has strengthened due to persistent volatility, geopolitical risks, and policy uncertainties [5][9] - Central bank purchases of gold surged to multi-decade highs following the Russia-Ukraine conflict, altering the landscape for reserve assets [8] Investment Opportunities - Gold mining stocks present leveraged upside potential to rising metal prices, with notable companies like Gold Fields Limited, AngloGold Ashanti, and New Gold showing strong earnings growth expectations [3][11][12][13] - The Zacks Rank indicates a strong buy for these mining stocks, reflecting positive earnings revisions and robust price trends [3][11][12][13] Market Sentiment and Valuation - The recent pullback in precious metals is viewed as a technical correction rather than a shift in market sentiment, with a strong rebound observed shortly after [10][15] - Current conditions suggest that gold and gold equities are not at a cyclical top, with limited retail participation and ongoing institutional rebuilding [15][16] - The combination of strong price momentum, aggressive earnings revisions, and historically low valuations makes these mining stocks attractive for investors [16]

Market Overview - Precious metals and copper prices experienced significant declines as investors reacted to the nomination of a new Fed chair, leading to profit-taking after recent record highs [1] - Gold futures saw a dramatic drop, closing at $4,745 an ounce, down 11.4% or $600 on the day, marking the largest intra-day decline since the early 1980s [2] - Silver prices fluctuated wildly, ending the day at $78.53 an ounce, a 35.9% drop, the largest decline on record [3] - Copper prices fell sharply, closing at $5.92 per pound ($13,060 per tonne), down 4.5% from previous highs [4] Company Performance - Major mining companies faced substantial losses, with Newmont Corporation (NYSE:NEM) down 11.5% to a market cap of $122 billion and Barrick Mining (NYSE:B) down 12.03% to $77.13 billion [9] - Agnico Eagle Mines (TSX:AEM) dropped 10.8% to a market valuation of $95.64 billion, losing its status as a $100 billion stock [9] - Gold Fields (NYSE:GFI) lost 14.5% to a market cap of $47.42 billion, while AngloGold Ashanti (NYSE:AU) fell over 13% to $46.89 billion [10] - Freeport-McMoRan Inc. (NYSE:FCX) saw a 7.5% decline, with a market cap of $86.49 billion, while Vale (NYSE:VALE) slid by 5.1% to $68.43 billion [14] Sector Impact - The overall mining sector suffered double-digit percentage drops, wiping billions in market value, particularly affecting gold, silver, and platinum stocks [8] - Copper producers and diversified companies, while also experiencing declines, fared better compared to precious metal stocks [11] - The tie-up between Teck Resources (NYSE:TECK) and Anglo American (OTCPK:NGLOY) is progressing, but both companies faced declines of 7.8% and 5.7% respectively [15] - Chinese mining companies like Zijin Mining (OTCPK:ZIJMY) and CMOC Group (SEHK:3993) also saw significant drops, with Zijin down 12.2% [17]

Group 1: Market Reaction - The prices of gold and silver experienced significant declines, with gold dropping over 12% to a low of $4682 per ounce, marking the largest single-day drop in 40 years, and closing down 9.25% at $4880 per ounce [2] - Silver saw an unprecedented drop of over 36%, reaching a low of $74.28 per ounce, and closing down 26.42% at $85.259 per ounce [2] - The U.S. stock market indices collectively fell, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94%, reflecting increased market concerns [3] Group 2: Influencing Factors - The sell-off in gold and silver was triggered by a rebound in the U.S. dollar, following reports of President Trump's nomination of Kevin Warsh as the new Federal Reserve Chairman, which was later confirmed [2][4] - Standard Chartered's global head of commodity research noted that the market was already due for a correction, and the announcement of the Fed Chair nominee, along with broader macroeconomic factors, acted as catalysts for profit-taking [2] - The U.S. dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [2] Group 3: Sector Performance - The gold sector faced substantial losses, with major companies like Newmont down 11.52%, Barrick Gold down 12.09%, and AngloGold down 13.28% [3] - The technology sector also experienced declines, with major tech stocks like Meta and TSMC dropping nearly 3%, while Amazon fell by 1% [3] - Chinese concept stocks saw a downturn, with the Nasdaq Golden Dragon China Index closing down 2.36%, and individual stocks like Bilibili and Li Auto dropping over 3% [3]

Core Viewpoint - AngloGold Ashanti PLC is positioned for growth in the gold mining sector, supported by strategic acquisitions and strong stock performance [2][3][4]. Group 1: Company Overview - AngloGold Ashanti PLC is a leading global gold mining company with operations across four continents and a commitment to sustainable mining practices [1]. - The company is actively pursuing growth strategies, including acquisitions and brownfields exploration [1][3]. Group 2: Recent Developments - BMO Capital initiated coverage on AngloGold Ashanti with an "Outperform" rating, indicating confidence in the company's growth prospects [2][6]. - The acquisition of Augusta Gold Corp. includes the Reward project, which is expected to enhance the company's portfolio and support long-term expansion [3][6]. Group 3: Stock Performance - AngloGold Ashanti's stock closed at $109.44, reflecting a 1.25% increase from the previous day and a 27.25% surge over the past month [4]. - The company's stock performance has outpaced the Basic Materials sector and the S&P 500, indicating strong market positioning [4][6]. Group 4: Earnings Expectations - Investors anticipate earnings per share of $1.9, representing a year-over-year growth of 113.48%, with revenue expectations of $3.03 billion, a 73.03% increase from the previous year [5]. - Despite a downgrade by Zacks Research, other analysts remain optimistic, with target price increases and upgrades to "buy" ratings from firms like Scotiabank and Wall Street Zen [5][6].

Key Takeaways AU completed the Augusta buyout, adding the construction-ready Reward project in Nevada's Beatty District.AU is expanding brownfields exploration to extend mine life at key assets, including Geita and Sukari.AU plans higher spending at Geita to lift reserves 60% and extend the mine's life by 2028.AngloGold Ashanti plc (AU) is executing a clear strategy of pursuing organic and inorganic growth. It closed the Augusta Gold Corp. acquisition on Oct. 25, boosting its footprint in the Beatty Distric ...