保证金调整或为“烟幕弹” 伦敦银出现积极信号

Group 1 - The silver market is struggling to maintain prices above $80 per ounce despite a strong start to the new year, primarily due to margin adjustments by the CME Group leading to sell-offs [2] - Fund manager Jen Bawden predicts silver prices could rise to $200 per ounce, citing a physical supply shortage exacerbated by China's export restrictions, which affect approximately 70% of global supply [2] - The competition for the remaining 22,000 tons of silver in London is intensifying among China, the solar industry, and central banks, indicating a shift towards a national security issue [2] Group 2 - Current price fluctuations in London silver are enhancing bullish momentum, supported by positive signals from the relative strength index after reaching oversold levels [3] - The overall market sentiment remains bullish for silver and gold due to factors such as the continuation of the Federal Reserve's rate-cutting cycle, declining dollar credibility, rising geopolitical risks, and ongoing central bank purchases of gold [2] - Bawden views any price pullbacks as long-term buying opportunities and is optimistic about the prospects of silver mining companies, holding positions in several silver-related stocks and ETFs [2]