历史级逼空，历史级价格！白银飙涨，重回“亨特兄弟逼仓”价格

Core Viewpoint - A historic short squeeze is occurring in the London silver market, leading to unprecedented price increases and severe physical shortages of silver [1][7]. Group 1: Price Movements - London spot silver prices have surged to a historical high of $52.5868 per ounce, surpassing the previous record of $52.50 set in January 1980 [1]. - Spot gold prices have also reached a new high of $4,150 per ounce, driven by the surge in silver prices [4]. Group 2: Market Dynamics - The liquidity crisis in the London silver market has resulted in a rapid depletion of silver inventories, with available stocks dropping from approximately 850 million ounces in mid-2019 to around 200 million ounces, a 75% decrease [9]. - The one-month leasing rate for silver in London has skyrocketed to over 30%, with overnight borrowing costs exceeding an annualized rate of 100% [9]. Group 3: Demand Factors - Strong safe-haven demand, a surge in buying from India, and concerns over potential U.S. tariffs on key minerals have contributed to the current market dynamics [7][9]. - The London Bullion Market Association (LBMA) is actively monitoring the situation due to the heightened supply constraints [9]. Group 4: Market Outlook - Analysts from Bank of America have raised their silver price target for the end of 2026 from $44 to $65 per ounce, citing ongoing supply shortages and a low-interest-rate environment [10]. - Goldman Sachs warns that the current price surge is primarily driven by physical tightness in the London market, predicting that this situation may ease in the next 1-2 weeks but could lead to extreme volatility during the adjustment [10].