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白银狂飙40%!是财富机遇还是泡沫陷阱?
Sou Hu Cai Jing· 2026-01-25 05:59
但狂热背后暗藏巨险。白银波动率是黄金的1.5至3倍,技术指标已进入极端超买区,高盛等机构预警短期或回调20%。更严峻的是,银价飙升正冲击实体经 济——光伏组件成本激增,婚庆银饰涨价50%,甚至催生"银包铁"假货与杠杆爆仓惨案。 2026年初,白银价格以碾压黄金之势疯狂上涨——单日暴涨7.48%,突破103美元/盎司历史高点,年内涨幅超40%,远超黄金的13%。全球掀起抢银潮:香 港金行限购仍两小时售罄,郑州单日卖出47公斤银砖,深圳投资者3000元购入的银饰转手翻倍至7000元,工厂产能翻倍仍供不应求。 这轮暴涨并非空穴来风。光伏、新能源车、AI服务器三大产业吞噬全球55%的白银供应,伦敦可交割库存跌至十年低位;叠加美联储降息预期、地缘冲突避 险情绪,以及中国加强出口管制,多重逻辑共振推升"平民黄金"成为资金新宠。 对普通人而言,此刻追高无异于火中取栗。白银工业属性强、回收折价高,绝非稳健资产。专家建议:若配置,白银仓位勿超流动资产5%,坚决不碰杠 杆、不做投机。记住,在这场白银狂欢中, 清醒比暴利更重要——毕竟,历史从不缺少在泡沫顶峰接盘的"勇敢者"。 ...
中钨高新拟新建 高端PCB用刀具生产线
Zheng Quan Shi Bao· 2025-12-15 18:15
Group 1 - Company Zhongtung High-tech announced that its subsidiary, Shenzhen Jinzhu Precision Technology Co., Ltd., plans to invest in a new production line for AI PCB ultra-long diameter precision micro-tools, with a total investment of 175.5 million yuan, a construction period of three years, and expected production capacity of 63 million units per year by the fourth year [1] - The funding for this project will come from the subsidiary's own funds of 155.5 million yuan and a bank loan of 20 million yuan [1] - The investment aims to meet the strong demand for high-end PCB tools driven by the rapid growth of the AI server industry, which is expected to continue expanding at a high compound annual growth rate over the next five years [1] Group 2 - The company also announced a technical transformation project for micro-drills, with a total investment of 163 million yuan, a construction period of two years, and expected production capacity of 1.3 billion units by the third year [2] - This project is intended to capitalize on the growing demand for PCB micro-drills driven by the steady growth of the electronic information industry in China [2] - The company plans to increase its investment in Hunan Shizhu Garden Nonferrous Metals Co., Ltd. by 400 million yuan and provide loans of up to 400 million yuan for the construction of a 10,000 tons per day mining and selection technology transformation project [2]