近日，花旗银行发布研报，将白银未来目标价格大幅上调至每盎司150美元，引发市场广泛关注。这一预测基于对白银供需结构转向紧张的深度研判。一方面，光伏产业加速发展推动白银工业需求激增，白银在太阳能电池板中的不可替代性使其成为绿色能源转型的核心原材料之一；另一方面，银矿供应增长乏力，再生银回收率有限，供需缺口可能持续扩大。此外，美联储降息预期升温削弱美元走势，贵金属避险属性增强，白银金融属性与工业属性形成双重支撑。花旗认为，白银价格有望进入长期上行通道，但投资者需警惕短期波动风险及宏观经济环境变化的影响。
Recently, Citigroup raised its target price for silver to $150 per ounce, drawing significant market attention. This forecast is based on an in-depth analysis of tightening supply-demand dynamics. On one hand, rapid expansion of the solar industry has driven a surge in industrial demand for silver, as its irreplaceable role in photovoltaic panels makes it a critical raw material for the green energy transition. On the other hand, silver mine supply growth remains sluggish, and recycled silver output is limited, potentially widening the supply-demand gap. Additionally, expectations of Fed rate cuts have weakened the US dollar, enhancing the safe-haven appeal of precious metals. Silver benefits from dual support from both its financial and industrial attributes. Citigroup suggests that silver may enter a long-term upward trend, though investors should remain cautious of short-term volatility and shifts in the macroeconomic landscape.
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