Abrdn Silver ETF Trust（代码：SIVR）今日夜盘出现大幅下跌，跌幅达5.05%。
消息面上，此次下跌与瑞银集团（UBS）发布的最新白银预测报告密切相关。瑞银策略师指出，由于投资需求减弱、工业消费趋软以及矿产供应增加，2026年白银市场的供应缺口预计将从之前估计的3亿盎司大幅收窄至约6000万-7000万盎司。这显著削弱了白银的上涨潜力，导致瑞银全面下调了银价目标，例如将2026年第二季度末的目标价从100美元下调至85美元，年底目标价从85美元下调至80美元。
报告进一步解释，投资需求方面，交易所交易基金（ETF）持仓总量已显著减少，而净投机性期货头寸也已回撤。工业需求则因价格高企而受到抑制，特别是在光伏、银器和珠宝领域。这些基本面因素的变化引发了市场对白银及其相关资产前景的重新评估和担忧，从而直接影响了追踪白银价格的Abrdn Silver ETF Trust在夜盘交易中的表现。
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