欧洲关税扰动,白银期货再度大涨超5%,基本面也有支撑条件
Xuan Gu Bao·2026-01-19 23:15

Group 1 - The core viewpoint is that precious metals, particularly silver, are experiencing a resurgence due to overseas events such as the "Greenland Tariff," with silver futures and spot prices rising over 5% overnight [1] - From a fundamental perspective, the silver market has maintained a global shortage since 2021, driven by rigid supply characteristics and an increasing demand base [1] - The demand elasticity for silver is expected to accelerate due to advancements in the AI industry and the re-industrialization overseas, indicating that the fundamental drivers for silver prices will likely persist [1] Group 2 - Major leading companies in the A-share market include Xinyi Silver and Tin, as well as Shengda Resources [2]