突然，泰军发动空袭！伊以局势，生变！银价还要涨？

Group 1: Geopolitical Developments - Russian President's special representative Dmitryev arrived in Miami for talks regarding the Ukraine issue, with discussions expected to include a proposed peace plan by the U.S. [2] - The Thai military conducted airstrikes using F-16 jets to destroy a Cambodian weapons depot, aiming to cut off the supply line for BM-21 rocket launchers [3] - Israeli officials are preparing to report to Trump about plans for a new round of strikes against Iran, citing concerns over Iran's expanding ballistic missile production and the reconstruction of nuclear facilities [4][5] Group 2: Silver Market Analysis - Silver prices have been rising sharply, with COMEX silver futures reaching a record high of $67.68 per ounce, and a weekly increase of 8.55% [6][7] - Key factors driving the surge in silver prices include potential interest rate cuts by the Federal Reserve, a shift in demand from gold to silver due to new tax regulations, and a rapid recovery in the photovoltaic industry [6][7] - Global silver supply has stagnated, with production remaining between 810 million to 830 million ounces, while industrial demand has become the primary growth driver, accounting for 57% of total demand [7][8] Group 3: Future Outlook for Silver - Long-term projections suggest that silver prices may outperform gold due to a lack of supply growth and increasing demand from sectors like electric vehicles and AI data centers [8] - Despite the current bullish trend, there are concerns that silver may enter an overbought territory, with risks associated with chasing high prices [8] - The macroeconomic environment, including potential further easing of monetary policy by the Federal Reserve, is expected to support precious metal prices, while competition for key mineral resources intensifies [8]