-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：AEM公布2026年第一季度净利润为16.955亿美元（每股3.39美元），同比增长108%，主要得益于黄金实际价格上涨68.1%至每盎司4,968美元。调整后净利润为17.058亿美元（每股3.41美元，同比增长123%），超出市场预期0.20美元，尽管产量下降，但营收仍同比增长66.1%。这些业绩验证了我们关于AEM是业内领先运营商的观点，其利润率领先同行，且对金价具有显著的运营杠杆作用。管理层维持全年产量330万至350万盎司的预期，并将产量下降归因于时间和品位波动，而非结构性问题。第一季度产量同比下降5.6%至825,109盎司，业绩表现参差不齐；由于特许权使用费上涨，总现金成本增长22.1%至每盎司1,093美元。AEM目前拥有29.153亿美元的净现金，这为其加速推进高回报项目提供了灵活性。我们相信，未来十年实现20%-30%产量增长的有机增长计划依然有效，这将使AEM能够在有利的地区实现每股产量增长。
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