【白银etf持仓量】11月28日白银ETF较上一交易日上涨28.21吨

Group 1 - The iShares Silver Trust reported a holding of 15,610.54 tons of silver as of November 28, with an increase of 28.21 tons from the previous trading day [1] - On November 28, the spot silver price closed at $56.71 per ounce, marking a 6.12% increase, with intraday prices reaching a high of $56.78 and a low of $53.30 [1] Group 2 - The Federal Reserve has initiated a new round of easing since September, with two consecutive 25 basis point cuts, bringing the federal funds rate to a range of 3.75% to 4% [3] - Market expectations suggest further rate cuts may occur in the December meeting, which has led to increased demand for silver as an inflation hedge [3] - The 10-year U.S. Treasury yield has fallen to around 4%, significantly reducing the opportunity cost of holding non-yielding precious metals [3] - Discussions surrounding debt sustainability, Federal Reserve independence, and potential "financial repression" have heightened the importance of gold and silver as tools to hedge against long-term policy uncertainty and inflation tail risks [3] - The silver market is projected to face a supply gap of approximately 95 million ounces in 2025, marking the fifth consecutive year of supply shortages, with a cumulative gap of nearly 820 million ounces from 2021 to 2025 [3]