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- 华尔街色狼华尔街色狼
  ·01-25 05:24
  我在买，全仓猛干
  超越黄金，现货白银涨超103美元成为“最强避险资产”，是谁在买？
  引发市场对避险资金流向的重新评估。
  超越黄金，现货白银涨超103美元成为“最强避险资产”，是谁在买？
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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超越黄金，现货白银涨超103美元成为“最强避险资产”，是谁在买？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-24 07:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1396963.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>白银价格周五强势突破每盎司103美元，刷新历史新高。这轮涨势已持续数月，并在2026年1月明显加速。白银目前已超越黄金，成为当前宏观环境下表现最强的资产之一，引发市场对避险资金流向的重新评估。与白银的强势形成对比的是，比特币并未同步走出同样的上升轨迹，至少在目前阶段仍处于相对滞后的状态。这种分化令加密市场关注一个关键问题，白银的突破究竟意味着比特币下一步可能走向何方？市场人士指出，白银的上涨并非...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1396963.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8095496ec5e37426ab18d8b820a94021","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","USAS":"美洲白银公司","BK4594":"比特币ETF概念","BK4535":"淡马锡持仓","BK4601":"加密货币现货ETF","PAAS":"泛美白银"},"source_url":"http://www.zhitongcaijing.com/content/detail/1396963.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2605289300","content_text":"白银价格周五强势突破每盎司103美元，刷新历史新高。这轮涨势已持续数月，并在2026年1月明显加速。白银目前已超越黄金，成为当前宏观环境下表现最强的资产之一，引发市场对避险资金流向的重新评估。与白银的强势形成对比的是，比特币并未同步走出同样的上升轨迹，至少在目前阶段仍处于相对滞后的状态。这种分化令加密市场关注一个关键问题，白银的突破究竟意味着比特币下一步可能走向何方？市场人士指出，白银的上涨并非单纯由投机推动，而是反映了全球资本在不确定性上升背景下的系统性重新配置。过去几个月，尤其是进入1月以来，投资者显著增加对防御性资产的配置，背后因素包括地缘政治紧张局势升级、贸易争端再起、欧美财政可持续性担忧加剧，以及全球贸易格局碎片化风险上升。在这种环境中，资金往往优先流向黄金与白银等传统硬资产，白银创下历史新高正是这一避险逻辑的集中体现。与此同时，市场对美国实际利率下行的预期也为贵金属提供了重要支撑。交易员普遍押注美联储将在2026年下半年启动多次降息，这推动实际收益率回落并削弱美元走势。由于白银本身不产生利息收益，实际利率下降意味着持有白银的机会成本降低，而美元走弱也使以美元计价的贵金属对海外买家更具吸引力，这成为1月白银动能快速增强的核心推手之一。供需结构因素则进一步放大了白银的涨幅。不同于黄金相对充裕的供应体系，白银市场近年来持续处于结构性短缺状态，连续多年出现供给缺口。由于白银产量大多作为其他金属开采的副产品，供应弹性有限，难以快速响应价格上行。此外，美国近期将白银列为关键矿产资源，引发战略性囤积与库存趋紧。在需求上升的同时，可用供应未能同步跟进，推动银价加速上冲。白银还具备独特的工业属性，使其不仅是避险资产，也是一种战略性商品。随着全球能源转型推进，白银在太阳能电池板、电动车、电网基础设施、数据中心与先进电子设备中的需求持续增长。这种“安全港+工业必需品”的双重定位，进一步增强了白银在能源安全与基础设施韧性成为全球焦点背景下的吸引力。相比之下，比特币虽然同样具备部分宏观利多因素，在风险上升阶段往往表现滞后。市场越来越多将其视为“数字黄金”，但在压力环境中，比特币仍更容易被归类为风险资产。当不确定性上升时，资金通常首先流向传统避险资产，黄金与白银吸收第一波防御性资本，而比特币往往进入震荡整理阶段，投资者倾向于降低风险敞口。历史经验显示，比特币的上涨通常出现在风险情绪从“恐慌避险”转向“货币贬值与流动性扩张担忧”之后。当前2026年1月的市场更像处于周期的第一阶段，资金优先选择最传统、最稳定的避险工具，而比特币的行情往往需要数周甚至数月的滞后。分析人士认为，白银的历史新高对比特币而言并非即时利好信号，但具有重要的前瞻意义。如果比特币仅仅受到与白银相同的力量驱动，那么资金仍可能继续偏好贵金属而非高波动资产，比特币可能维持区间震荡，甚至不排除回测关键支撑区域的可能。不过，从以往周期来看，白银与黄金的持续强势往往会为比特币后续行情“铺路”。当避险叙事逐渐演化为对财政赤字、货币购买力下降以及流动性再扩张的担忧时，比特币作为货币对冲工具的属性才会更突出，并可能迎来补涨窗口。市场当前关注的关键触发因素包括，美联储真正启动降息而不仅是预期；美元出现持续性走弱；以及财政压力进一步升级，使比特币从风险资产重新被定义为货币对冲工具。白银创下历史新高或许意味着这些条件正在逐步形成，但比特币尚未完全计价。","news_type":1,"symbols_score_info":{"SImain":2,"USAS":2,"PAAS":2}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}