白银75美元：行情进入未知领域，史诗级逼空上演…_老虎社区_美港股上老虎 - 老虎社区

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白银75美元：行情进入未知领域，史诗级逼空上演…

口罩哥KZG
2025-12-26

现货白银突破74美元/盎司，连续第六个交易日刷新历史高点，一场针对实物交割能力的逼空行情正在加速演绎。

逼空的核心逻辑在于纸银与实物的严重错配。伦敦市场可自由流通的白银仅剩不足2亿盎司，较2019年下降75%，而纸面合约规模远超实物库存。

一年期掉期利差跌至-7.18%，意味着现货较远期溢价近7%，空头若要平仓或交割，必须高价买入现货。

所有数据都解释不了了... 已疯

10月逼空高峰期，隔夜借贷成本一度飙升至年化100%以上，银行间报价价差从3美分扩大至20美分，流动性几近枯竭。

上海与COMEX之间仍存在显著价差，套利资金持续搬运实物，进一步消耗西方库存。空头滚仓成本飙升，被迫平仓的压力不断推高价格。技术面上，RSI已超80，波动率触及极值，但只要实物短缺格局不变，逼空逻辑就难以逆转....

真的，幸亏只是卖飞..... 如果做空这根线就差死人.....

今天要到25吗..... 两个月15倍的call...

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。

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BartonBecky
·2025-12-26
25？逼空这架势，真可能冲上去！
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盲人摸大象
·2025-12-27
[强][强][强]
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