异动解读|泛美白银盘中上涨5.1%,白银结构性供需缺口叠加银价突破关键阻力位提振板块

行情直击
Sep 02

9月2日,泛美白银盘中上涨5.1%,报52.21美元/股,成交额1625.74万美元。所在黄金行业个股普遍走强,科尔黛伦矿业涨4.5%,Barrick Mining涨3.23%,纽曼矿业涨2.78%,伊格尔矿业涨2.48%。

消息面上,白银市场近期多重利好共振。现货白银价格触及98美元/盎司关键阻力位,技术面显示多头势头强劲,分析指出突破后目标看向102美元。基本面上,全球白银市场已连续五年处于结构性赤字状态,伦敦市场白银库存降至十年低位,光伏、AI、电动汽车等领域工业用银需求持续激增。此前花旗维持白银未来6至12个月90美元/盎司目标价,认为投资需求恢复将成为银价核心驱动力。泛美白银作为全球主要白银生产商,直接受益于银价上行周期。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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