金银比远未触底？白银创新高却仍便宜，分析师呼吁逢跌必买！

Core Viewpoint - Silver prices have reached a historic high of over $64 per ounce, attracting significant attention from investors, with analysts suggesting that this "poor man's gold" still has substantial upside potential [1][2]. Group 1: Market Analysis - Michele Schneider, Chief Market Strategist at MarketGauge, has re-entered the silver market with an entry price of approximately $48 per ounce after previously liquidating her positions [1]. - The recent surge in silver prices has prompted Schneider to raise her stop-loss levels, indicating a bullish sentiment towards the metal [1]. Group 2: Supply and Demand Dynamics - Schneider emphasizes that the current silver price has not yet reached its appropriate high, citing a significant supply gap as a major concern, with demand expected to continue growing while supply remains extremely limited [2]. - The electrification of the global economy is driving silver's importance as a key industrial metal, with technology companies projected to invest $700 billion in expanding AI infrastructure, which may be hindered by insufficient silver supply [2]. Group 3: Investment Outlook - Schneider views silver as a value investment within the precious metals market, noting that despite prices exceeding $64 per ounce, it remains undervalued compared to gold [2]. - Historical gold-silver ratios suggest that silver has considerable room for price appreciation, with Schneider predicting that the gold-silver ratio could drop to around 40, indicating a potential significant rise in silver prices [2]. Group 4: Economic Influences - The recent 25 basis point rate cut by the Federal Reserve, lowering the federal funds rate to a range of 3.50%-3.75%, is expected to support continued strong retail investment demand for silver [3]. - Schneider anticipates a shift towards more accommodative monetary policy from the Federal Reserve, which, combined with rising inflation and declining real yields, could exert pressure on the dollar and bolster hard assets like silver and gold [3].