Group 1 - The recent surge in the silver market is driven by unprecedented investment demand and industrial needs, with spot silver prices stabilizing above $86 per ounce, indicating high allocation enthusiasm for silver as the "poor man's gold" [1][2] - The Chicago Mercantile Exchange (CME) has launched a 100-ounce silver futures contract to cater to this trend, providing a low entry barrier for retail investors and an effective hedging tool against risks amid energy transitions and geopolitical turmoil [1][2] - There is a significant imbalance in supply and demand, with industrial demand over the past five years severely depleting silver ground stocks, leading to a fragile supply chain [3] Group 2 - The current spot price of silver is approximately $3 higher than the March futures price, reflecting the market's urgency for immediate possession of physical silver [3] - Historical data suggests that the explosion of small micro-derivatives often indicates that a bull market is entering a deep phase, with projected average daily trading volumes for micro gold and silver futures reaching 301,000 and 48,000 contracts respectively by 2025 [4] - The valuation logic of silver is undergoing a transformation due to dual pressures from industrial buyers and institutional investors, with a potential breakthrough of $100 per ounce appearing to lose substantial resistance [4]
FPG财盛国际:白银需求爆发
Xin Lang Cai Jing·2026-01-14 10:53