史诗级暴涨!马斯克,突爆大消息!

Core Viewpoint - Silver prices have surged dramatically, with COMEX silver futures rising over 11% and spot silver increasing over 10%, marking a year-to-date increase of 175%, significantly outpacing gold [1][2] Group 1: Price Surge and Market Dynamics - On December 26, COMEX silver futures closed at $79.68 per ounce, up 11.15%, while spot silver reached $79.196 per ounce, up 10.24% [2] - The surge in silver prices is attributed to a structural deficit in the global market, plummeting inventories, and a disconnection in paper trading [1][5] - Industrial demand for silver has risen to account for 50% to 60% of total demand, intensifying concerns among manufacturers due to soaring prices [4] Group 2: Supply Constraints - The solar industry consumes nearly 30% of the annual silver production from mining and recycling [5] - The global silver market has been in a structural deficit for five consecutive years, with physical inventories rapidly depleting [5] - By 2025, global silver demand is projected to reach 1.24 billion ounces, while supply is expected to be only 1.01 billion ounces, indicating a supply gap of 100 to 250 million ounces [5] Group 3: Inventory Decline - Since 2020, COMEX silver inventories have decreased by 70%, and London vault inventories have fallen by 40% [5] - Current demand levels suggest that available silver inventories in some regions can only sustain for 30 to 45 days [5] Group 4: Future Outlook and Risks - Analysts warn that the rapid increase in precious metal prices may not be sustainable, with potential for a significant correction [7] - UBS highlights that the current surge is largely driven by insufficient market liquidity, which could lead to a swift decline [7] - Despite the short-term risks, some analysts maintain a bullish outlook for precious metals in 2026, indicating substantial upside potential [7][8]