创12年新高，高盛、花旗和瑞银看好“银牛”行情

智通财经10-22

今年以来，国际银价迎来了大幅上涨“银牛”行情。国际现货白银上周五(10月18日)一举突破了33美元/盎司关口，创下了近12年来的新高。截至10月22日发稿，现货白银当天上涨1.90%，报34.41美元/盎司刷新了新高，日线走出了“六连阳”行情。如果从年初至今累计涨幅来看，无论是现货白银还是COMEX白银涨幅均超过40%，跑赢了同期现货黄金和COMEX黄金。白银出现结构性供应短缺近年来世界白银供需...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024102221041795bb5f2d&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年以来，国际银价迎来了大幅上涨“银牛”行情。国际现货白银上周五(10月18日)一举突破了33美元/盎司关口，创下了近12年来的新高。截至10月22日发稿，现货白银当天上涨1.90%，报34.41美元/盎司刷新了新高，日线走出了“六连阳”行情。如果从年初至今累计涨幅来看，无论是现货白银还是COMEX白银涨幅均超过40%，跑赢了同期现货黄金和COMEX黄金。白银出现结构性供应短缺近年来世界白银供需...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024102221041795bb5f2d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2237438978.USD","symbol_name":"Amundi Funds US Pioneer A2 (C) 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market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UBS":0.9,"C":0.9,"GS":0.9},"content_text":"今年以来，国际银价迎来了大幅上涨“银牛”行情。国际现货白银上周五(10月18日)一举突破了33美元/盎司关口，创下了近12年来的新高。截至10月22日发稿，现货白银当天上涨1.90%，报34.41美元/盎司刷新了新高，日线走出了“六连阳”行情。如果从年初至今累计涨幅来看，无论是现货白银还是COMEX白银涨幅均超过40%，跑赢了同期现货黄金和COMEX黄金。白银出现结构性供应短缺近年来世界白银供需趋势来看，据世界白银协会数据显示，2023年全球白银需求总量为35551吨，白银缺口为4400吨左右。2024年在矿产银产量复苏的带动下，全球白银总供应量预计将增加2%-3%，达到31700余吨;白银总需求预计增加1%，达到36700余吨;供需缺口仍将高企，达到5000吨左右。值得注意的是需求方面，华泰证券研报显示，光伏用银的持续增加将导致白银供需关系持续趋紧。白银作为导电性能最好的金属，在光伏产业的应用上具有不可替代的作用，主要是电池片的正银和背银，2011-2019年全球光伏用银复合增速15%，2023年光伏应用中的白银需求量达到6018.5吨，占白银总需求的16.19%，光伏耗银的持续增长持续拉大白银供需缺口。对于近期的白银价格走势，华西证券表示最近白银开启了补涨行情，白银9月累计上涨9.9%跑赢黄金，10月白银再度跑赢黄金。由于白银兼具工业与避险属性，且已经连续四年出现结构性供应短缺，库存不断减少，后续补涨行情或将持续。高盛、花旗、瑞银均看好未来走势对于白银价格的未来走势，近期多家海外机构发表了预测观点。高盛看来，认为做多白银是当前市场上最佳的交易之一。首先，与黄金相比，白银的持仓量较低，有明显补涨空间。其次，白银是人工智能(AI)发展的关键组成部分，其走势与 AI 龙头英伟达也高度相关。工业和绿色金属的需求为白银这一环保贵金属提供了强有力的支撑。对于白银价格的未来走势，花旗近日将未来6至12个月白银价格预测上调至每盎司40美元，此前预测为每盎司38美元。而瑞银贵金属策略师Joni Teves预估，白银2024年底目标价为36美元/盎司，2025年将升至40美元/盎司。从基本面来看，白银市场将继续供不应求。在金价上涨且美联储正在放松政策的环境下，白银的表现很有可能超过黄金。本文转载自万得股票，智通财经编辑：陈雯芳。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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