Core Viewpoint - Silver prices have surged significantly, reaching historical highs in both domestic and international markets, driven by macroeconomic monetary policy expectations and supply-demand dynamics [1] Group 1: Price Movements - On November 28, silver prices soared, with COMEX silver futures peaking at $57.245 per ounce and London spot silver reaching $56.78 per ounce [1] - The main contract for domestic silver futures hit a high of 13,239 yuan per kilogram [1] - Year-to-date, silver has experienced a cumulative increase of 90%, marking it as one of the strongest-performing commodities of the year [1] Group 2: Market Drivers - The strong performance of silver is primarily driven by expectations of a 25 basis point rate cut by the Federal Reserve in December, with the probability now exceeding 85%, up from around 40% a week prior [1] - This easing expectation has led to a weaker US dollar index, reducing the holding costs of silver and attracting significant capital inflows into the precious metals sector [1] Group 3: Supply and Demand Dynamics - The global silver market has faced a supply deficit for the fifth consecutive year, with an estimated shortfall of 95 million ounces [1] - High photovoltaic installation levels and increasing penetration of electric vehicles are expected to sustain industrial demand for silver in the long term [1] - Projections indicate that silver supply will continue to be in shortfall through 2026, providing strong support for silver prices [1]

此次创历史新高，距离上个月伦敦主要交易中心出现严重供应挤压仅过去一个多月。当时伦敦库存紧缺 导致价格暴涨，甚至高于上海与纽约价格。尽管约5400万盎司白银近期流入伦敦市场帮助缓解了紧张， 供应仍然吃紧，1个月期白银借贷成本至今仍显著高于常态。 市场也在关注白银可能面临的新贸易风险。白银已于11月被美国地质调查局列入"关键矿物"名单，意味 着未来可能被纳入关税讨论范围。自10月初以来，纽约Comex仓库已有7500万盎司白银出库，但因担忧 美国白银可能出现突然溢价，不少交易商对将金属运往海外保持谨慎，进一步加剧了海外市场紧俏。 白银相关港股： 由于供应紧张以及对美国本月降息的预期升温，白银价格创下历史新高。 银价突破每盎司57美元，超过了上周五创下的前高 —— 银价当天飙升了近6%。 由于美国劳动力市场持续疲软，而且美联储官员发表了一系列鸽派言论，市场现在笃定美联储将在12月 降息25个基点。 全球市场供应紧张的担忧重燃，也支撑了银价。尽管创纪录数量的白银流入伦敦、缓解了历史性的供应 紧张局面，但1个月期白银借贷成本仍然居高不下。 其他交易中心也面临压力， 交易所数据显示，上海期货交易所相关仓库中的白银库存近期 ...

券商中国 历史新高！白银再度狂飙，释放什么信号？ 原创 阅读全文 分享一篇文章。 ...

Group 1 - Silver's growth rate has surpassed gold this year, reaching 71% compared to gold's 54% [1][3] - In mid-October, silver prices hit a historical peak of $54.47 per ounce, with a year-on-year increase of 71%, followed by a brief decline before resuming an upward trend [1][3] - On November 28, the spot silver market saw significant gains, with prices rising over 6% to exceed $56 per ounce, marking a new historical high [3] Group 2 - UBS believes that silver will continue to benefit from industrial demand, and its price remains relatively low compared to gold [3] - Silver ETF holdings are expected to rebound to a previous high of 1.021 billion ounces, with a more positive macro outlook for 2026 [3] - Analysts indicate that silver has entered an accelerated upward phase, with the current price movements aligning with historical patterns of price surges [4]

现货白银日内涨幅扩大至3%，报55美元/盎司，再刷新记录新高。 ...

美股白银股拉升，Endeavour Silver、First Majestic Silver涨超7%，Silvercorp Metals涨近6%。消息面上， 现货白银涨幅扩大至3%，报55美元/盎司，再刷新记录新高。 此外，瑞银策略师重申看涨白银，预计2026年将达到60美元/盎司。该行指出，推动价格上涨的关键因 素仍然存在，包括名义和实际利率下降、持续的赤字担忧，以及美元可能进一步走弱。(格隆汇) ...

现货白银日内涨幅扩大至超2%，报54.62美元/盎司，创历史新高。 ...

每经AI快讯，11月27日，现货白银日内涨幅扩大至1%，报53.87美元/盎司。 每日经济新闻 （责任编辑：郭健东 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

每经AI快讯，11月27日，纽约期银向上触及54美元/盎司，日内涨0.74%。现货白银短线走高0.2美元， 现报53.44美元/盎司。 ...

Core Viewpoint - Silver prices have seen a significant increase, with New York silver futures rising over 1% to $51.03 per ounce, and spot silver prices expanding their gains to 1%, reaching $51.21 per ounce [1]. Group 1 - New York silver futures increased by more than 1% [1] - Spot silver prices rose by 1%, reaching $51.21 per ounce [1]