机构:银价继续承压,长期供应短缺仍构成支撑

格隆汇
Sep 29
白银在周一遭遇抛售后继续承压,期货价格徘徊在61美元/盎司附近。美国国债收益率走高以及美元走强正打压这一无息资产,前瞻提高了持有白银的机会成本,而后者则使海外买家购买白银的成本上升。市场对美国10月再次加息的预期也进一步加剧了白银压力。不过,Zaye Capital Markets分析师Naeem Aslam表示,长期供应前景仍构成支撑,白银将连续第六年出现供应短缺,且矿山供应增长有限。工业需求仍是关键风险。Aslam表示:“如果收益率走软、美元走弱,白银可能迅速获得支撑,但如果两者均维持高位,市场可能在出现持久复苏之前继续测试更低的技术位。”

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