每经AI快讯，1月23日，现货白银触及每盎司96.62美元的新纪录高位。 【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 每日经济新闻 （责任编辑：张晓波 ） ...

Group 1 - Major stock index futures are showing slight gains, with Dow futures up 0.04%, S&P 500 futures up 0.07%, and Nasdaq futures up 0.11% [1] - Chinese concept stocks are experiencing a decline in pre-market trading, with Baidu down 0.56%, JD down 0.14%, Xpeng down 1.4%, and Li Auto down 1% [1] - Novo Nordisk shares rose over 7% following the FDA's approval of Wegovy® oral tablets for long-term weight management [1] - Blackstone announced the acquisition of the iconic Hamilton Island resort in Australia, marking a significant investment in the real estate sector [1] Group 2 - The US dollar index fell 0.31% to 97.95, reaching a five-day low [2] - Starlink, a satellite internet service by Elon Musk, reported over 9 million active users, with a notable increase of 1 million users in just 47 days [2] - Apple is reportedly increasing its procurement of DRAM from Samsung for iPhone storage chips, expecting Samsung to supply 60% to 70% of the low-power DRAM for the iPhone 17 [2] - Star Bulk Carriers shares rose over 7% after the company received multiple acquisition proposals from strategic investors [2] Group 3 - A Bank of America survey indicates that fund managers are nearly fully invested, with cash levels dropping to a historical low of 3.3% of assets under management [3] - Gold and silver prices have reached new historical highs, with COMEX gold futures surpassing $4500 per ounce and spot gold briefly exceeding $4490 per ounce, marking over a 70% increase for the year [3]

早上好，先来关注下重要消息。 白银价格盘中再创历史新高 周五深夜，现货白银价格向上触及59美元/盎司，大涨3.5%，再创历史新高，今年累计涨幅已超过100%。COMEX白银期货价格日内大涨4%，报59.80美 元/盎司。 消息面上，美国商务部周五公布的一份关键通胀指标显示，美国9月PCE物价指数同比上涨2.8%，符合市场预期；9月核心PCE物价指数环比上涨0.2%，略 低于市场预期。有分析师认为，这份因政府"停摆"而延迟的报告为美联储降息进一步开启"绿灯"。 此外，被视作美联储主席候选人领跑者的美国白宫国家经济委员会主任哈塞特表示，现在是美联储"谨慎降息"的好时机，预计其将在下周采取行动。 截至发稿，现货白银价格涨逾2%，报58.21美元/盎司；COMEX白银期货价格收涨2.28%，报58.8美元/盎司。 何立峰与美国财政部长贝森特、贸易代表格里尔举行视频通话 据新华社消息，12月5日晚，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森特和贸易代表格里尔举行视频通话，双方围绕 落实好中美两国元首釜山会晤和11月24日通话重要共识，就下一步开展务实合作和妥善解决经贸领域彼此关切，进行了深入、 ...

Core Viewpoint - The global silver price has reached a historical high, with a year-to-date increase of over 90%, outperforming gold, driven by supply-demand imbalances, Federal Reserve monetary policy, and significant capital inflows [1] Supply and Demand Dynamics - The core factor supporting the recent surge in silver prices is the persistent supply-demand gap in physical silver, with global silver production expected to decline to 820 million ounces by 2025, a 12% decrease from the peak in 2020 [1] - Major silver-producing countries like Mexico and Peru have seen production declines, while the supply of recycled silver is projected to grow only 1.2% to 197 million ounces by 2025, insufficient to meet the rising industrial demand [1] - The photovoltaic industry is anticipated to become the largest consumer of silver, with demand expected to reach 7,560 tons by 2025, doubling from 2022 and increasing its share of total silver demand from 20% to 55% [1][2] Investment Demand - Global silver investment demand, including silver bars, coins, and ETFs, is projected to reach 1.334 billion ounces in 2025, an 8.2% year-on-year increase, accounting for 37% of total silver demand and becoming a key support for silver prices [3] - The global silver ETF holdings have increased by over 500 tons in the past six months, indicating a strong influx of capital into the silver market [3] Market Conditions - The current silver market is characterized by high prices and volatility, with significant supply tightening observed in both the physical and futures markets [2] - Analysts predict that silver prices could stabilize above $55 per ounce in the fourth quarter of 2025 to the first quarter of 2026, with potential targets set as high as $60 to $65 per ounce by major investment banks [3]