【华通白银网10月10日讯】周四，白银价格跳涨至51美元/盎司上方的历史新高，对所有主要货币都创下新纪录，因为伦敦市场借入白银 的租赁利率几乎增加了两倍，达到前所未有的新高，之后又抹去了这一涨幅。 目前，白银的净需求约有50%来自工业和其他生产用途，1980年1月21日和2011年4月28日，白银曾一度触及50美元/盎司，但两次都出现 了大幅下跌。 但以英镑、人民币、日元和许多其他货币计算，白银价格已经超过了2025年的高点。9月份，伦敦市场以美元计算的白银月平均价格创下 了历史新高。 在特朗普今年年初重返白宫之际，需求上升和全球白银供应短缺导致伦敦开始谈论"白银轧空"。 作为全球批发交易和存储中心的伦敦，借入白银的1个月租赁利率今天较昨日已经处于历史高位的水平增长了近两倍，达到每年19%以 上，反映出市场对白银的争夺。 （伦敦午盘银价基准与1个月租赁费率（每年%）图表） "白银轧空开始了。这很严重，"日本金银市场协会现任会长、前东京贵金属银行主管Bruce Ikemizu表示。 在伦敦，银价周四中午12点定在49.64美元/盎司左右，比1980年1月18日高出近20美分。 与此同时，金价在50美元/盎司区间 ...

Group 1 - Precious metals experienced a strong rally on the first trading day of September, with gold prices nearing $3,500 and silver breaking the $40 mark, reaching $40.754 [1][3] - The rise in silver prices is attributed to expectations of a Federal Reserve rate cut and a surge in photovoltaic demand, with silver's industrial demand projected to account for 59% of global consumption in 2024 [3][4] - Silver's price is expected to target the 2011 high of $49.8 after breaking the $40 resistance level, indicating it is still in a phase of catching up [1][4] Group 2 - The Federal Reserve's anticipated rate cut has contributed to the bullish trend in precious metals, with an 87.2% probability of a 25 basis point cut by September 17 [3] - The industrial demand for silver, particularly from the photovoltaic sector, is expected to remain strong, with approximately 17% of total silver demand coming from solar energy applications [3][4] - Historical trends suggest that during precious metal bull markets, silver often experiences accelerated gains towards the end, indicating potential future price movements [4][5]