智通财经APP获悉,目前,围绕纽曼矿业(NEM.US)的市场叙事存在一个关键误区:所有人都执着于重复老调——其全维持成本(AISC)仍顽固地高企在约1650美元/盎司,Newcrest的整合进程未达预期,2025年590万盎司的产量指引也令股东失望。但投资者如果只关注这些短期忧虑,很容易就会忽视了公司内部正在发生的深刻变革。这种视角未能洞察其在过去18个月中完成的战略转型:通过系统性剥离非核心资产...
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