沪银大涨6%。全球前三白银生产国秘鲁(占全球产量10%+)因天然气管道爆炸出台能源紧急法令,国内电力供应紧张、工业天然气配额受限,秘鲁优先保民生用电、限制矿山工业用电,矿山开工率下滑,供给收缩预期引爆市场。白银的上涨主要是短期因素影响,持续性存疑,上方或有压力。因金银缺乏明确主线逻辑,操作上,仍建议观望为主。
本文源自:金融界AI电报
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