After the sharp decline in precious metals, a rebound opportunity for mining stocks emerges. Is the market sentiment spilling over or is this a value gap?

【Crypto World】Recent voices have been emerging in the precious metals market. Gold has fallen to $4443 per ounce, and silver has also retreated to $77.34, prompting many seasoned investors to analyze the deeper logic behind this decline.

Interestingly, despite the plunge in spot metal prices, the hardest-hit assets are actually mining stocks. Many listed companies in the precious metals mining sector have seen their stock prices fall far more than the fluctuations in spot prices. What is behind this?

From a fundamental perspective, mining costs and market demand have not materially deteriorated, and the supply side of the industry chain is temporarily stable. However, on the trading level, these mining company stocks are priced even lower than the current spot prices—this is what is called valuation mismatch. In other words, the market may be overestimating the risks in the commodity sector.

Looking at the overall market trend, the S&P 500 index remains steady at 6947.39 points, with no signs of a widespread sell-off. This indicates that the so-called “crisis” is more about emotional spillover rather than a structural collapse. The panic in the commodity sector has spilled over into mining stocks, but this pessimism may already be an overreaction.

Coincidentally, Bitcoin has also fallen by 2.14% during the same period, currently at $91,742. The disconnect between cryptocurrency and commodity prices further confirms that the market is currently driven more by sentiment than fundamentals. For investors looking to buy the dip, the rebound potential of mining stocks is worth paying close attention to.