每经AI快讯，现货白银突破118美元/盎司，日内涨1.13%。 每日经济新闻 【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 （责任编辑：王治强 HF013） ...

每经AI快讯，现货白银日内涨幅扩大至4%，报116.49美元/盎司。 ...

每经AI快讯，1月28日，现货白银向上触及116美元/盎司，日内上涨3.63%。 （责任编辑：王治强 HF013） 每日经济新闻 【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 ...

新浪合作大平台期货开户 安全快捷有保障 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：朱赫楠 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：朱赫楠 北京时间1月28日下午，现货白银突破116美元/盎司，日内涨超3%。 北京时间1月28日下午，现货白银突破116美元/盎司，日内涨超3%。 新浪合作大平台期货开户 安全快捷有保障 ...

Core Viewpoint - Recent surge in silver prices alongside gold, with significant increases in sales and investment activity in the silver market [1] Group 1: Market Performance - Silver sales have seen a notable increase, with reports of daily price hikes of three to four yuan, leading to sales volumes that surpass the last two years [1] - As of the latest trading day, both London spot silver and COMEX silver futures have recorded a year-to-date increase of over 45% since the beginning of 2026, with cumulative gains exceeding 200% since the start of 2025, outperforming gold prices during the same period [1] Group 2: Investor Behavior - Retail investors are advised to avoid leveraged trading due to the speculative nature of silver, which poses a risk of significant capital loss if prices are chased blindly [1] - Institutional investors are cautioned about potential short squeeze traps and are recommended to use gold hedging and options strategies to manage risks and avoid excessive concentration in positions [1]

Group 1 - The extreme surge in silver prices is leading to a significant increase in trading volume for the iShares Silver ETF (SLV), with nearly $40 billion in trading volume recorded on Monday, surpassing Nvidia's $23 billion and Tesla's $22 billion on the same day [2] - The average daily trading volume for the iShares Silver ETF was approximately $2 billion a few months ago, which jumped to about $10 billion by late December 2025, and has further increased with the recent price surge [2] - Silver prices have more than doubled in 2025, with a nearly 60% increase in January 2026, potentially setting the stage for the largest monthly gain since 1979 [2] Group 2 - The current price action indicates two possible scenarios for silver: either it breaks the historical high of $117.7 and continues to rise towards $129-$133 before a potential decline, or it fails to break the new high and instead drops below $100, initiating a downward adjustment [3] - If silver prices fall below $100, the first support level will be the January 23 low of $96.14, followed by the January 21 swing low of $90.46 [3]

Core Viewpoint - The international silver market has experienced a significant surge, with prices exceeding $117 per ounce, marking a cumulative increase of over 60%, driven by structural supply-demand imbalances and financial market dynamics [1][3]. Supply and Demand Dynamics - The core logic behind the silver price surge is a structural supply-demand imbalance, with the supply side tightening continuously, leading to a global silver shortfall for five consecutive years, reaching a deficit of 3,660 tons in 2025 and expected to expand to 7,000-8,000 tons in 2026 [3]. - Approximately 70%-80% of silver is produced as a byproduct of mining for other metals, which constrains production and results in a long expansion cycle of 5-10 years; global silver supply is projected to slightly decline in 2026, while recycling efforts can only partially fill the gap [3]. - Industrial demand for silver has surged, now accounting for 58% of total demand, with the photovoltaic (PV) industry being the largest consumer, expected to demand 198 million ounces in 2024, despite a slight decrease in silver usage per watt for N-type batteries [3]. Industry Impact - The upstream mining sector is thriving, with companies like Shengda Resources reporting a 61.97% year-on-year increase in net profit for the first three quarters of 2025, and several firms accelerating their silver mining project developments and acquisitions to capitalize on the market [4]. - Midstream silver paste companies are managing to maintain stable profits through a back-to-back pricing model that mitigates risks from silver price fluctuations [4]. - Conversely, downstream industries, particularly in the photovoltaic sector, are facing significant cost pressures, with silver paste accounting for over 50% of non-silicon costs in solar cells, leading to severe price discrepancies and anticipated large losses for major companies like Tongwei Co. and Trina Solar in 2025 [4]. Market Sentiment and Future Outlook - There is a notable divergence in market sentiment regarding the future of silver prices, with optimistic views suggesting that the expanding supply-demand gap and industrial demand growth will drive prices towards $120 per ounce, supported by the U.S. government's classification of silver as a critical mineral [4]. - Conversely, cautious perspectives highlight potential risks, including extreme overbought conditions in the technical landscape, the possibility of accelerated adoption of alternative technologies in photovoltaics, and the impact of U.S. monetary policy on silver's financial attributes [5].

记者丨李益文 黎雨桐 编辑丨金珊 编辑丨金珊 | W | 伦敦银现 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | SPTAGUSDOZ.IDC | | | | | | | 113.125 | | 昨结 | 111.908 | 总量 | | 0 | | +1.217 | +1.09% 开盘 | | 111.862 | 现手 | | 0 | | 最高价 | 114.381 | 持 仓 | 0 | ット 물 | | 0 | | 最低价 | 110.606 | 报 1 色 | 0 | 内 盘 | | 0 | | 关时 | モ日 | 日K | 周K | 月K | 电子 | (0) | | 暨加 | | | | 均价:0.000 | | | | 114.381 | | | | | 2.21% 卖一 113.183 | | | | | | | | 买一 113.125 | | | | | | | | 9:17 113.115 | 0 | | | | | | | 9:17 113.132 | 0 | | 111 08 | | | | 0.00% | 9 ...

华西证券最新研报预测， 2026年金价涨幅或介于10%—35%区间，而杰富瑞集团更是喊出6600美元/盎司的惊人目标。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） SFC | W | | | 伦敦金现 | | | Q | | --- | --- | --- | --- | --- | --- | --- | | | | | SPTAUUSDOZ.IDC | | | | | 5191.679 | | 昨结 | 5181.748 | 总量 | | 0 | | +9.931 | +0.19% 开盘 | | 5179.233 | 现手 | | 0 | | 最高价 | 5202.530 | 持 仓 | 0 | 外 盘 | | 0 | | 最低价 | 5156.570 | 壇 仓 | 0 | 内 盘 | | 0 | | 分时 | 五日 | 日K | 周Ｋ | 目K | 車名 | (0) | | 疊加 | | | | 均价:0.000 | | | | 5206.926 | | | | | 0.49% 卖一 5191.977 | | | | | | | | 买一 5191.679 | | | | ...

现货 白银站上114美元/盎司，日内涨1.16%。 ...