金吾财讯 | 泛美白银(PAAS)盘前涨近3%，截至发稿，报51.200美元。现货白银涨幅扩大逾3%，现报63.68美元/盎司。瑞士宝盛新世纪思维研究部主管Carsten Menke分析白银时指出，白银向来以剧烈而迅速的价格波动著称。
Carsten Menke表示，白银涨势重启有两个触发因素：第一，白银被列入美国关键矿产清单。尽管这一消息并未立即改变供需格局，却在白银市场引发热烈反响。在许多市场参与者看来，此举印证了白银作为一种面临结构性短缺风险的金属的角色。瑞士宝盛对此评估持保留态度，因为太阳能产业带来的结构性需求提振或将逐步消退。全球太阳能电池产能已足以支撑能源转型，且多国电网无法承载更大规模装机。
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