新高不断！白银首次站上90美元，LME锡价格突破51000美元

Group 1: Silver Price Surge - The spot silver price has surpassed $90 per ounce for the first time, with a current increase of 3.25% to $89.745 per ounce [1] - In 2025, the spot silver price experienced a maximum increase of over 170% within the year, achieving an annual growth of approximately 150% despite a significant drop at year-end [3] - As of the beginning of 2026, both spot and futures silver prices have already increased by over 25% [3] Group 2: Market Influences - The U.S. Labor Department reported a 2.7% year-on-year increase in the Consumer Price Index (CPI) for December 2025, leading traders to increase bets on an earlier interest rate cut by the Federal Reserve [4] - Following the CPI data release, the probability of a Fed rate cut in April rose to about 42%, up from 38% prior to the data [4] - Citigroup forecasts that silver will reach $100 per ounce within the next three months, assuming geopolitical risks will ease [5] Group 3: Supply and Demand Dynamics - Global inventory tightness and increased long positions by institutions through ETFs and physical delivery are driving strong silver prices, with expectations of a rising price center [6] - However, rising raw material costs may suppress demand in the industrial sector [6] - The London Metal Exchange (LME) has also seen strong performance in other metals, with tin prices breaking $51,000, setting a new historical high [6]