Group 1 - The core viewpoint of the news is that silver prices have surged, breaking the $68 per ounce mark, reaching a historical high, with a cumulative increase of nearly 130% since late August [1] - Guotai Junan Futures believes that silver is becoming a high-quality asset for allocation, predicting an even more impressive market in 2026 [1] - The long-term allocation direction and logic for precious metals remain unchanged, supported by a loose monetary background [1] Group 2 - The current situation of silver's spot market has become a norm, with high elasticity in performance when risk sentiment improves marginally [1] - The logic of improving macro liquidity overseas is currently more favorable than economic demand, suggesting that commodity allocation should focus on assets less tied to economic fundamentals, with silver being a prime example [1] - China Silver Group (00815) has seen its stock price increase by over 5%, currently trading at 0.73 HKD with a trading volume of 772.27 million HKD [2]
中国白银集团涨超5% 现货白银涨破68美元刷新历史高点