白银股集体上涨,科尔黛伦矿业涨超10%,Endeavour Silver、First Majestic Silver涨超7%,Silvercorp Metals涨3.6%。
消息面上,现货白银涨超1%,重回94美元/盎司上方。世界白银协会最新发布的一份报告显示,由于光伏、AI、电动汽车等领域需求激增,全球白银工业需求未来五年将持续增长。数据显示,2025年全球白银供应量为3.21万吨,全球白银需求量为3.57万吨,其中工业用银在白银总需求中的占比达到60%。分析指出,全球白银市场已连续五年处于结构性赤字状态,实物库存正在迅速枯竭。(格隆汇)
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