刚刚！白银 也疯了！历史首次突破50美元/盎司

Core Viewpoint - Silver prices have reached a historic high, surpassing $50 per ounce for the first time since the 1980s, driven by increased demand for safe-haven assets and tightening supply in the London spot market [1][3]. Group 1: Price Movement and Historical Context - On October 9, silver prices surged to $51.06 per ounce, marking a 4.5% increase after breaking the $50 barrier [1]. - Year-to-date, silver has risen over 70%, outperforming gold, which has also reached historical highs [3]. - The last time silver prices were above $50 was during the "Hunt Brothers squeeze" in the 1980s, where prices were driven up by speculative buying [7]. Group 2: Market Dynamics and Supply Issues - Concerns over U.S. fiscal risks and stock market overheating have led investors to seek silver as a hedge against inflation and currency devaluation [3][6]. - The London silver market is experiencing significant tightness, with a shortage of freely available silver, leading to increased borrowing costs for the metal [6]. - There is a notable phenomenon of "stockpiling" silver in the U.S. due to fears of potential tariffs, resulting in reduced inventories in London [6]. Group 3: Industrial Demand and Future Outlook - Silver is not only an investment asset but also widely used in industrial applications, including solar panels and wind turbines, which together account for over half of silver consumption [6]. - The market is expected to face a supply deficit for the fifth consecutive year by 2025 [6].