Group 1 - Silver prices have surpassed $60 per ounce for the first time, marking a more than 100% increase this year, significantly outpacing gold's approximately 60% rise [1] - The surge in silver prices is driven by increased industrial demand and ongoing supply constraints, alongside market expectations for further interest rate cuts by the Federal Reserve [1] Group 2 - Silver is playing an increasingly important role in AI infrastructure, making it a key investment for those betting on the AI boom [2] - A report by the Silver Institute and Oxford Economics highlights that the rapid expansion of AI is driving up silver demand, as it is a critical material for next-generation chips used in data centers [3] - The report identifies three main pillars of silver demand growth: a 17% compound annual growth rate in the solar photovoltaic industry, a 13% growth rate in the electric vehicle sector, and the explosive expansion of data centers [3][4] Group 3 - The silver market is currently experiencing a supply-demand imbalance, with tight inventories and high borrowing costs for silver [5] - Despite a slight easing of pressure following a rare silver shortage in October, the market remains characterized by a scarcity of available silver [5]
白银首破60美元大关之际，行业重磅报告揭示：AI是关键推手之一
Feng Huang Wang·2025-12-10 13:30