白銀分析這篇文章很全麵。中國就白銀從1月1日實現管製。

AI-能源 -太陽能-白銀息息相關。 作者短期擔憂白銀價格看空，長期仍然有看多。 “Bottom Line The bear case is real in the short term. Tax selling, margins, dollar—these can hit you. But the structure underneath: London backwardation at multi-decade extremes Asia paying $10-14 premiums China export restrictions starting in 5 days Solar demand inelastic to $134 Copper substitution takes 4 years minimum 72% of supply is byproduct (can’t just “mine more”) Specs not crowded, ETFs accumulating metal, vol repriced This is where it’s fun. This is where it’s scary.”

https://x.com/abcampbell/status/2005124506130477500?s=46t=qHoOL829qqxwoZuhwNIRpg

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