小摩看涨北美黄金矿业前景：巴里克(B.US)获“增持”评级，伊格尔(AEM.US)因估值饱和暂列“中性”

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智通财经APP获悉，摩根大通周四首次对北美黄金行业进行评级，给予巴里克矿业(B.US)“增持”评级，目标价68美元;同时给予伊格尔矿业(AEM.US)“中性”评级，目标价248美元。摩根大通认为，受央行买盘和美国政策不确定性的支撑，黄金短期和长期前景均看涨。

摩根大通分析师Bennett Moore表示，他认为伊格尔矿业是该领域的领军企业，其优势在于卓越的运营、极具吸引力的成本结构以及低风险的区域布局。尽管这些优势也带来了一定的溢价，但考虑到伊格尔矿业的下一轮增长主要集中在2030年代，且目前的估值已相对饱和，Moore表示他将等待更佳的买入时机。

另一方面，巴里克矿业拥有世界一流的储量基础和近期强劲的内生增长潜力，但其业绩记录喜忧参半，目前正处于管理层过渡期，且业务涉及风险较高的地区。尽管如此，其股价相对于全球同行而言，目前折价幅度较大，但未来可能出现一些独特的利好因素，例如 Loulo-Gounkoto 矿的重启或出售，以及Fourmile矿的资源量更新。

巴里克矿业和伊格尔矿业周四早盘分别触及多年高点 54.69 美元和 225 美元，但随后回落，收盘分别下跌1.76% 和3.35%，原因是黄金期货价格从每盎司 5500 美元以上的历史高位回落。

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