欢迎关注金十VIP最新栏目DeepTalk。在市场风云变幻的时代，信息已然泛滥，但真正有价值的洞察却 凤毛麟角。DeepTalk专为聪明交易者打造，汇聚顶级投行、宏观策略师、明星交易员及地缘政治专家的 深度观点，揭示市场背后的力量博弈。这里没有重复的市场噪音，只有前沿思考和犀利判断。 近期贵金属长势喜人。金价突破4000美元，白银紧随其后，突破了50美元/盎司，创下自亨特兄弟试图 挤压银市场以来的新高。这波惊人的上涨行情背后到底隐藏着什么？ 来自Sprat Money的Andrew Sleigh在接受采访时分享了他的洞察："我认为机构和国家层面的需求正在显 现并影响价格。同时，黄金和白银的做空力量开始明显衰退。黄金是货币失败的指标，它正在履行自己 的职责，所以价格会不断上涨，因为各国货币继续大幅贬值，这种趋势还会加速。" 最近几天，全球白银短缺的消息开始流传。Andrew指出："在加拿大，皇家铸币厂的100盎司RCM银条 供应一直断断续续，有时三四个月都不可用，然后可能有一两个月可以购买，接着又有三四个月不可 用。这种情况前所未有。10盎司RCM银条整整一年都无法获得。" 更令人震惊的是，据Ed Steer的 ...

Core Viewpoint - The precious metals market is experiencing unprecedented strength due to factors such as the Federal Reserve's interest rate cuts and increasing geopolitical risks [1] Group 1: Silver Market Performance - On September 26, silver prices surpassed $46 per ounce, reaching a 14-year high, with a six-month increase of over 30% and a year-to-date rise of 59%, outperforming most commodities [2][3] - The average silver price for 2024 is projected at $28.27 per ounce, compared to $23.35 per ounce in 2023 [4] - The rise in silver prices is attributed to its dual role as both a precious and industrial metal, benefiting from economic conditions such as rising inflation and liquidity [4][5] Group 2: Platinum and Gold Market Trends - Platinum prices also surged, with a 2.5% increase on September 27, reaching $1584 per ounce, marking an 11.5% weekly rise [7] - Gold remains strong near historical highs, with a current price of $3783 per ounce, supported by increased demand for safe-haven assets amid global uncertainties [8] - In September, global gold ETF inflows reached a record $10.5 billion, with total inflows exceeding $50 billion year-to-date [8] Group 3: Market Dynamics and Future Outlook - The current gold-silver ratio is approximately 82 domestically and 85 internationally, significantly higher than historical averages, indicating potential for silver price recovery [5] - Analysts suggest that while silver has strong upward momentum, caution is advised due to potential price volatility and the impact of changing economic conditions [9][10] - The outlook for gold remains optimistic due to ongoing central bank purchases and a trend towards de-dollarization, with expectations of a gradual price increase [10]