黄金大涨 白银期货暴涨超7%！发生了什么？

Core Viewpoint - The silver market is experiencing a significant surge, driven by a historic short squeeze in London, with prices reaching their highest levels in decades and a year-to-date increase of over 70%, outpacing gold [2][3]. Group 1: Market Dynamics - Spot silver prices rose by 4.02% to $52.27 per ounce [1]. - The London silver market is facing liquidity concerns, pushing prices close to the historical record of $52.50 per ounce set in 1980 [3]. - The premium of the London silver market over the New York market is nearing historical extremes, prompting traders to book transatlantic flights for silver bars to capitalize on the high premiums [3]. Group 2: Price Movements - On December 12, COMEX silver futures increased by 7.50%, closing at $50.79 per ounce, while gold futures rose by 3.26% to $4130.72 per ounce [4]. - Spot gold prices surpassed $4100 per ounce, continuing an upward trend for eight consecutive weeks [3]. Group 3: Analyst Insights - Analysts from Goldman Sachs caution investors about the recent surge in silver prices, suggesting that while silver may continue to rise in the medium term, it carries more short-term risks compared to gold [5]. - The report emphasizes that silver lacks the institutional and economic support that gold has, as it is not included in the International Monetary Fund's reserve framework and is not significantly held by modern central banks [5]. - Goldman Sachs analysts argue that the scarcity of gold is approximately ten times that of silver, making gold a more manageable asset in terms of storage and transport [5].