Replying t_老虎社区_美港股上老虎 - 老虎社区

Replying to @effortless:其实最大的风险是关税预期的破产，大量要提前交割的白银无实物可以交割，不过我觉这个真发生问题可能性很小，目前就再追一个预期，特朗普的态度不发生改变就可能还是逼空行情//@effortless:能站上100美元，能看到100-120美元/盎司，乐观情境也许能150美元，它的核心支撑：结构性供需缺口（2026年缺口预计1.3-1.45亿盎司）、美联储降息压低实际利率、工业需求激增（光伏、新能源车）、资金涌入（小市值易撬动）、地缘风险推升避险需求。

看至$6600！黄金突破$5000后，继续追？

黄金突破5000美元大关，白银突破105美元。继格陵兰岛、欧美冲突加剧之后，伊朗局势再度升温，美国林肯号航母群已抵达中东。此前，高盛将黄金目标价提升至5400美元。华西证券最新研报预测，2026年金价涨幅或介于10%—35%区间，而杰富瑞集团更是喊出6600美元/盎司的惊人目标。【金&银行情能否继续延续？有色&贵金属板块，还有你看好的吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

BirdieO
01-15
BirdieO
白银涨势凶猛，供需缺口真扛不住！
effortless
01-15
effortless
是的非常认同您的观点

发表看法

2

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