银价狂飙破90美元！创历史新高，全球疯抢“白色黄金”

Core Viewpoint - The surge in silver prices, breaking the $90 per ounce mark, is attributed to a combination of supply-demand imbalance, geopolitical tensions, and financial market uncertainties, leading to a "silver storm" in the investment landscape [1][3]. Group 1: Supply and Demand Dynamics - Global silver supply is tightening due to stagnant mine production and insufficient industrial recycling, with exchange inventories at a ten-year low [1]. - Demand for silver is increasing significantly, driven by the solar energy sector's rising silver consumption per megawatt, and the growing reliance on conductive silver paste in electric vehicles and AI chip manufacturing [1][3]. Group 2: Market Reactions and Predictions - Analysts describe the current silver market as being in the center of a "perfect storm," with short-term supply shortages and long-term industrial demand driven by green energy transitions [3]. - Predictions suggest that if silver prices exceed $100, it could trigger algorithmic trading and retail investor speculation, leading to a new short squeeze [3]. Group 3: Investment Trends - Silver is transitioning from a secondary asset to a primary focus in asset allocation, with increased interest in silver ETFs, silver stocks, and physical silver bars among ordinary investors [3]. - Despite the excitement, there is a cautionary note regarding high volatility and the historical tendency for precious metals to experience sharp corrections following significant price increases [3]. Group 4: Future Outlook - The $90 mark is viewed as a test of market confidence, with the potential for silver prices to approach 30 RMB per gram, raising questions about whether this "white gold" boom represents an opportunity or a bubble [3].