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自律者自胜
09-05 21:38
不错,收藏
@孟浩:【干货】别再盯着黄金了,真正有弹性的可能是白银
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<a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2507(SImain)$</a> 更是一度摸到37.41美元。如果你还以为它只是黄金的“小跟班”,可能真的要重新认识这个老朋友了。 今天这篇文章就跟大家聊聊白银,感兴趣的朋友别忘了转发点赞。白银上涨的逻辑白银不是金二代,而是新能源+制造业的底层资产很多人总是把白银当成黄金的小弟,但从基本面来看,白银早就进化为一种“科技金属”。目前白银工业需求占比接近60%,尤其在光伏、电动车、电子元件等方向中,用量逐年走高。根据世界白银协会的数据,2024年全球白银需求达到11.64亿盎司,其中工业需求高达6.81亿盎司,占比58.5%。尤其是光伏,白银是银浆里不可替代的导电材料。虽然单瓦银耗在下降,但新增装机还在持续走高,组件结构也更复杂,整体算下来光伏需求的韧性很强。而电动车,特别是混动+纯电车型对白银的单位用量比传统车分别高了21%和71%,这个拉动更是结构性。再看供给端:全球白银年供应增速长期为负。2024年,银矿供给增速预计也仅1.9%,总供应比需求还差了3600多吨。而且白银的伴生矿属性决定了它不像铜、锂这种能靠高价拉动供给增量。白银不是你涨一点我就多挖一点的“聪明矿”。库存呢?全球白银库存现在在伦敦LBMA和上海期交所都在历史低位,能调的货少了,价格弹性就变大了。金融属性:一场滞后的资金补涨游戏正在上演从金融角度看,白银的爆发有点像“晚来的惊喜”。2024年黄金先一步涨上去,成了避险资产的锚。白银虽然同属贵金属,但过去涨幅没跟上,金银比一度飙到100以上——长期均值在60左右,","listText":"在美联储的拖延战术、黄金的高位盘整、以及美债利率的震荡之间,白银最近悄悄创下了12年来的新高。年内伦敦银涨幅已经超过25%,比黄金还猛,最近一个月涨了10%,直接创了12年来的新高。一盎司白银涨到了36美元, <a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2507(SImain)$</a> 更是一度摸到37.41美元。如果你还以为它只是黄金的“小跟班”,可能真的要重新认识这个老朋友了。 今天这篇文章就跟大家聊聊白银,感兴趣的朋友别忘了转发点赞。白银上涨的逻辑白银不是金二代,而是新能源+制造业的底层资产很多人总是把白银当成黄金的小弟,但从基本面来看,白银早就进化为一种“科技金属”。目前白银工业需求占比接近60%,尤其在光伏、电动车、电子元件等方向中,用量逐年走高。根据世界白银协会的数据,2024年全球白银需求达到11.64亿盎司,其中工业需求高达6.81亿盎司,占比58.5%。尤其是光伏,白银是银浆里不可替代的导电材料。虽然单瓦银耗在下降,但新增装机还在持续走高,组件结构也更复杂,整体算下来光伏需求的韧性很强。而电动车,特别是混动+纯电车型对白银的单位用量比传统车分别高了21%和71%,这个拉动更是结构性。再看供给端:全球白银年供应增速长期为负。2024年,银矿供给增速预计也仅1.9%,总供应比需求还差了3600多吨。而且白银的伴生矿属性决定了它不像铜、锂这种能靠高价拉动供给增量。白银不是你涨一点我就多挖一点的“聪明矿”。库存呢?全球白银库存现在在伦敦LBMA和上海期交所都在历史低位,能调的货少了,价格弹性就变大了。金融属性:一场滞后的资金补涨游戏正在上演从金融角度看,白银的爆发有点像“晚来的惊喜”。2024年黄金先一步涨上去,成了避险资产的锚。白银虽然同属贵金属,但过去涨幅没跟上,金银比一度飙到100以上——长期均值在60左右,","text":"在美联储的拖延战术、黄金的高位盘整、以及美债利率的震荡之间,白银最近悄悄创下了12年来的新高。年内伦敦银涨幅已经超过25%,比黄金还猛,最近一个月涨了10%,直接创了12年来的新高。一盎司白银涨到了36美元, $白银主连 2507(SImain)$ 更是一度摸到37.41美元。如果你还以为它只是黄金的“小跟班”,可能真的要重新认识这个老朋友了。 今天这篇文章就跟大家聊聊白银,感兴趣的朋友别忘了转发点赞。白银上涨的逻辑白银不是金二代,而是新能源+制造业的底层资产很多人总是把白银当成黄金的小弟,但从基本面来看,白银早就进化为一种“科技金属”。目前白银工业需求占比接近60%,尤其在光伏、电动车、电子元件等方向中,用量逐年走高。根据世界白银协会的数据,2024年全球白银需求达到11.64亿盎司,其中工业需求高达6.81亿盎司,占比58.5%。尤其是光伏,白银是银浆里不可替代的导电材料。虽然单瓦银耗在下降,但新增装机还在持续走高,组件结构也更复杂,整体算下来光伏需求的韧性很强。而电动车,特别是混动+纯电车型对白银的单位用量比传统车分别高了21%和71%,这个拉动更是结构性。再看供给端:全球白银年供应增速长期为负。2024年,银矿供给增速预计也仅1.9%,总供应比需求还差了3600多吨。而且白银的伴生矿属性决定了它不像铜、锂这种能靠高价拉动供给增量。白银不是你涨一点我就多挖一点的“聪明矿”。库存呢?全球白银库存现在在伦敦LBMA和上海期交所都在历史低位,能调的货少了,价格弹性就变大了。金融属性:一场滞后的资金补涨游戏正在上演从金融角度看,白银的爆发有点像“晚来的惊喜”。2024年黄金先一步涨上去,成了避险资产的锚。白银虽然同属贵金属,但过去涨幅没跟上,金银比一度飙到100以上——长期均值在60左右,","images":[{"img":"https://static.tigerbbs.com/1ef8104993706c38241c556bf572c7f4","width":"2774","height":"1280"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447803641467024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}