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Silver: Explosive Bounce Reinforces Case for Higher Prices Ahead
Investing· 2026-01-12 06:32
Market Analysis by covering: Silver Spot US Dollar, Silver Futures, iShares Silver Trust, Sprott Physical Silver Trust USD. Read 's Market Analysis on Investing.com ...
机构:银价长期中枢抬升 工业属性放大弹性
东莞证券认为,白银行业正迎来金融属性凸显与工业需求爆发的双轮驱动,白银价格呈现震荡上行态 势。当前白银价格在宏观情绪向好、供需缺口扩大及金银比加速修复的共振下,中长期上涨具备动能。 1)金融属性逐步凸显。白银在金融领域兼具货币与投资属性,在历史上承担着重要的货币职能,如今仍 是抗通胀的储备资产,且因市场规模相对黄金较小,白银价格对宏观环境、市场情绪及资金走向更为敏 感,其风险与收益潜力较高;2)工业需求稳步提振。据世界白银协会统计,2024年全球白银消费结构 中,工业需求占比59%,珠宝首饰占18%,银币银条占16%。工业领域中光伏需求为197.6百万盎司,占 总需求约17%。 兴业证券认为,银价长期中枢抬升,工业属性放大弹性。美元周期定方向,金银长期中枢上移的趋势不 变;工业属性扩弹性,当经济周期上行或者宽财政、宽流动性时,金银比的阶段性修复行情会彰显白银 价格的弹性。当前,外国投资者持有美国国债占比持续下降,根据特里芬悖论,美元无法保持长期的稳 定性,货币属性的回摆将持续抬升金银的价格中枢。 12月18日,国内白银期货价格再度上涨。截至收盘,国内白银期货主力合约价格上涨3.44%,盘中价格 一度创出历史新 ...
WisdomTree's Shah sees silver above $50 as its supply chain is a mess and won't improve anytime soon
KITCO· 2025-10-14 15:23
Neils ChristensenNeils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada. He has worked exclusively within the financial sector since 2007, when he started with the Canadian Economic Press. Neils can be contacted at: 1 866 925 4826 ext. 1526 nchristensen at kitco.com @Neils_cShareDisclaimer: The views expressed ...
Silver's doubly-squeezed industrial and investment supply could drive prices above $100/oz this cycle – SilverStockInvestor's Krauth
KITCO· 2025-09-10 21:12
Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...