高盛:纽曼矿业(NEM.US)大涨后估值合理 下调评级至“中性”

智通财经
09 Jul

智通财经APP获悉,纽曼矿业(NEM.US)周二股价下跌超过4%,成为标普500 指数中跌幅第四大的公司,原因是黄金期货价格下跌,主要是由于投资者风险偏好上升,转向风险较高的股票和加密货币市场,此外高盛还将纽曼矿业评级从“买入”下调至“中性”。

此次评级下调是在纽曼矿业公司股票近期表现出色之后做出的,该公司股票今年迄今已上涨 55%,高盛分析师Emily Chieng指出,其估值现在看起来“与同行相比更合理”。

Chieng还表示,纽曼矿业的成本改善仍是一个“2 至 3 年的故事”,暗示效率提升需要时间才能完全显现。随着同行公司开始为 2026 财年提供业绩指引,这位分析师还表示,纽曼矿业相对的防御优势“可能在市场中部分减弱”。

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