Verified Investing 对 $GDX 的判断变化

频道资料 →本频道有 2 位标注的说话人：Nancy Pelosi、Wells Fargo共 2 条

2026-09-01看跌

《Yields Spike Triggering Investor Fear, Gold Slammed Again, Oil Potential Breakout On Tanker Strikes》

而且，就在上周，我告诉你们做空矿商股。矿商股正处于斐波那契回撤618位，即GDX。

And again, just last week, I was telling you guys, short the miners. The miners are at a Fibonacci retrace 618, the GDX.

看原视频13:06

2026-08-27看跌

《Bull Market SURGE As Nvidia, Salesforce and Crowdstrike BLAST! Watch For This Mega Money Rotation》

由于资金从矿业股轮动至半导体/AI板块，GDX短期内将出现回调。

我的论点是，黄金矿业股看到了大量的散户投资，因为你能获得更高的性价比。当黄金上涨 1% 时，矿业股通常上涨 2%。最终，我认为它们跑得太快了。

And my thesis was that gold miners were seeing a lot of retail investment because you get a bigger bang for your buck. When gold goes up 1%, the miners usually go up 2%. And ultimately, I thought those got ahead of themselves.

看原视频03:19