智通财经APP获悉，中国白银集团(00815)高开逾14%，截至发稿，涨14.08%，报0.81港元，成交额296.46万港元。
消息面上，上周五，COMEX白银期货一举突破57美元/盎司关口，最高触及57.245美元/盎司，创下历史新高；伦敦现货白银价格同样表现强势，最高攀升至56.533美元/盎司，亦创下历史最高纪录。分析认为，宏观货币政策预期、地缘局势以及基本面供需结构等，均为近期白银价格上涨提供支撑。
中银证券认为，贵金属长期牛市逻辑依然稳固。白银补涨弹性优于黄金。黄金仍处上升通道，但当前处于加速上行后的高位震荡阶段，后续行情的催化关键在于“实际利率下行”与“美元走弱”能否形成共振。相比之下，白银的短期确定性更强：当前处于历史高位的“金银比”蕴含着较大的修复空间，而光伏等工业领域需求增长为银价提供了支撑，较低的库存水平使其价格短期弹性或优于黄金。
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