涨幅超过黄金 英国白银市场现轧空走势

Group 1 - The core viewpoint of the articles highlights a significant surge in silver prices driven by a historic short squeeze in the London market, with prices reaching their highest levels in decades and a year-to-date increase of over 70%, surpassing gold's performance [1][2] - On October 13, the London spot silver price rose by 3%, approaching $52 per ounce, fueled by concerns over liquidity shortages in the London market and a drop in physical silver inventories to multi-year lows [2] - The premium of the London silver market over the New York market is nearing historical extremes, prompting some traders to book transatlantic flights to transport silver bars to capitalize on the high premiums [2] Group 2 - Goldman Sachs analysts have warned investors to be cautious regarding the recent surge in silver prices, suggesting that while silver may continue to rise in the medium term, it carries greater volatility and downside risk compared to gold in the short term [2][3] - The report from Goldman Sachs emphasizes that silver lacks the institutional and economic support that gold possesses, as it is not included in the International Monetary Fund's reserve framework and does not have significant holdings in modern central bank portfolios [2][3] - The analysts also noted that central banks prioritize managing value over weight, indicating that even with rising gold prices, policymakers are unlikely to seek cheaper alternatives like silver, which could lead to disproportionate price corrections if investment inflows temporarily decrease [3]