Group 1 - The core point of the article highlights the imbalance in the supply and demand of physical silver, which is a fundamental factor driving silver prices to new highs [2] - Global silver supply is projected to be approximately 26,850 tons by 2025, showing a slight year-on-year increase but still not returning to pre-2016 peak levels [2] - Major silver-producing countries like Mexico and Peru have seen significant declines in production due to strikes and environmental policies [2] Group 2 - The demand for silver has rapidly increased due to developments in photovoltaic technology, electric vehicles, artificial intelligence, and physical investment [2] - Since the supply-demand gap first appeared in 2021, it is expected to persist until 2025, with supply unable to meet demand [2] - The visible silver inventory globally is only sufficient to cover about 1-2 months of consumption, significantly below the safe boundary of 3-6 months [2] Group 3 - The potential interest rate hike by the Bank of Japan in December is seen as a significant concern for silver prices [3] - The Bank of Japan's governor indicated that discussions on the possibility of interest rate hikes would take place in the upcoming meeting, raising hopes for a return to monetary tightening this year [3] Group 4 - Silver prices have shown an upward trend in early trading, with indicators suggesting potential for further gains [4] - The price is currently trading above the 50-day EMA, indicating strong support, with potential resistance around $63.00 [4] - A sustained breakout above $64.00 could reaffirm a constructive outlook and allow bulls to challenge historical highs around $64.65 [4]
实物白银供需失衡支撑 伦敦银试探63阻力位
Jin Tou Wang·2025-12-15 06:27