国际白银期价年内涨幅超100%

Core Insights - International silver prices have shown strong performance this year, with the COMEX March futures contract stabilizing at $60 per ounce and closing at $62.5 per ounce, reflecting a 113.3% increase from the beginning of the year at $29.3 per ounce [1] - The rise in silver prices is primarily driven by tight supply in the physical market, and traders are advised to balance risk and returns as prices reach historical highs [1] - Domestic silver assets have also performed well, with silver concept stocks becoming a hotspot for investment, and two silver-themed funds reporting over 80% growth in net asset value this year [1] - The domestic silver futures main contract (2602) has shown a strong performance, closing at 14,488 yuan per kilogram with a year-to-date increase of 93% [1] Market Dynamics - The overall trend of international silver prices has been upward, with multiple historical records being set, affecting various assets including silver stocks, funds, futures, and physical silver [2] - The strong demand for silver is attributed to global energy transitions and new technological needs, creating a significant gap in the international silver market and tightening physical supply [2] - Expectations of a shift in the Federal Reserve's monetary policy have put pressure on the dollar index, providing upward momentum for silver priced in dollars [2] - The global silver market is facing structural supply shortages, exacerbated by increased purchases of physical silver through ETFs, which has intensified liquidity constraints [2] - Investors are advised to be cautious with high-risk strategies and to wait for market corrections before making new investments [2]