2025-12-28 11:50:21

#比特币与黄金战争 The volatile precious metals market reveals hidden concerns in the supply chain

Bank of America recently made a bold prediction: by 2026, gold prices could surge to $6,000 per ounce. In RMB terms, pure gold approaches a level of 1,351 yuan per gram, with branded gold jewelry retail prices directly approaching 1,750 yuan per gram. This price range has already begun to compete with some luxury product lines.

Compared to the steady rise of gold, silver's performance appears more aggressive. Recently, it surged by 10.2% in a single day, with the price soaring to $79.1 per ounce, and the year-to-date increase has already exceeded 150%. Behind this rally lie genuine risk signals.

Why is silver important? As a core industrial raw material for electric vehicle batteries and photovoltaic panels, silver prices are directly linked to the cost structure of the new energy industry. Industry insiders have warned that if silver prices continue to rise uncontrollably, the cost pressures across the entire new energy supply chain could become unmanageable. This is not a minor issue; it affects the profitability of the entire industry.

However, from a technical and policy perspective, short-term pressures on silver are also significant. The Federal Reserve's liquidity injection has been below market expectations, the US dollar index has rebounded strongly, and real demand for silver in industry is cooling. Coupled with year-end capital settlement pressures and geopolitical uncertainties, the probability of a sharp short-term correction in silver is quite high.

This wave of疯狂上涨 in precious metals may seem like a natural fluctuation of commodity prices, but fundamentally, it reflects the complex interplay between global liquidity, industrial demand, and policy expectations. $ETH $DOGE

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MoonWaterDroplets

· 9h ago

The surge in silver this time is outrageous; the new energy industry chain can't handle it anymore. --- Gold prices approaching luxury goods levels, really starting to become unsustainable. --- The Fed's easing expectations fell flat; the dollar rose, and silver had to fall. It's that simple. --- The key is that industrial demand is cooling down. How long can this rebound last? --- End-of-year delivery pressure + geopolitical risks, silver is likely to pull back. Those chasing the high now might get trapped. --- A 150% increase is honestly a bit hollow; essentially, it's still global liquidity chaos.

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MercilessHalal

· 9h ago

Silver's 150% surge is crazy... If renewable energy costs keep going like this, it's really hard to handle. --- $6000 gold price? When was that even a thing? --- NGL, the short-term correction probability is so high. What are those entering now betting on? --- Liquidity didn't keep up with expectations, so they started dumping. I'm tired of this routine. --- Precious metals and the crypto world are starting to influence each other again. I really can't take it anymore.

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SatsStacking

· 9h ago

Silver's 150% surge is outrageous, the new energy industry chain is going to cry to death... By the way, is the Federal Reserve really that stingy? Bitcoin and gold are fighting, I only watch my DOGE... How many times have they hyped the gold price reaching 6000? Let's just look at the actual market conditions. Is the recent correction in silver just around the corner? The year-end delivery is indeed a trigger. Industry chain costs can't be contained, and ultimately they have to be passed on to consumers. The dollar rebound is back, and all risk assets have to make way. Industrial demand cooling + geopolitical tensions, this rebound in silver is about to collapse. The crazy rise in precious metals ultimately boils down to a liquidity game; don't get caught being the leek. This round of increase is a mirror of policy expectations, very clear logic. Gold is steady but silver is aggressive; the risks are not on the same level at all.

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bridge_anxiety

· 9h ago

The 150% surge in silver this time is really excessive; the cost of new energy is going to explode. --- Gold prices hitting 6000? I wonder how jewelry stores will sell at that point—it's basically at luxury item prices. --- Honestly, this rise in precious metals isn't really about supply and demand; it's just liquidity running wild. --- When the Federal Reserve reduces liquidity, the dollar actually strengthens—that logic is a bit counterintuitive... Silver should be falling now. --- The cooling demand for industrial silver is an interesting signal—whether demand has truly decreased or prices are just too high for people to buy. --- End-of-year delivery pressures combined with geopolitical tensions make silver prone to short-term plunges. --- Every time, it's said to be liquidity games; actually, it's big funds cutting the leeks, and the new energy sector is caught in the crossfire. --- When silver surged by 10.2%, the financial reports of photovoltaic companies probably had to revise their expectations again. --- $ETH $DOGE these two tokens, how are they related to precious metals... Are you trying to say the crypto world is also speculating on commodities?

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LightningWallet

· 9h ago

Silver surges 150%? This feels crazier than my Dogecoin holdings. Who will bear the cost pressure of new energy? Gold aiming for 6000? Wait, isn't this just capital seeking safe haven? Is the real demand cooling off... Is there a high probability of a pullback in silver? Then is there still hope for my new energy fund? Haha Feels like precious metals, crypto, and commodities are all telling the same story... just a liquidity game. Year-end delivery pressure + geopolitical tensions, this combo really hits hard. Silver prices are bound to fall.

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