低库存+高需求局面 伦敦银再跳下58关口

Group 1 - The core viewpoint is that the silver market is experiencing a significant upward trend due to low global inventory and high demand, indicating a shift in perception where silver is no longer seen merely as a subordinate to gold [2] - The global silver market is projected to face a structural supply gap of approximately 95 million ounces by 2025, marking the fifth consecutive year of supply shortages [2] - Silver's applications in key industrial sectors such as electronics, renewable energy, and healthcare are driving demand, particularly in photovoltaic, electric vehicles, AI servers, and data centers [2] Group 2 - London silver has been trading within a narrow range of $56.19 to $59.34 for six consecutive sessions, indicating a period of consolidation following a strong upward movement [3] - The price has shown resilience by maintaining above the 10-day moving average, which has not been breached for two weeks, suggesting a healthy digestion of previous gains [3] - A successful test of the rising 10-day moving average and a breakout above the key resistance zone of $59.89–$60.20 could initiate a new upward phase targeting above $63 [3]