节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
金属板块热门品种暴涨
凌晨现货白银站上76美元/盎司，日内涨近6%，年内涨幅逾160%；COMEX白银期货涨逾6%，现货白银延续涨势盘中超10%创历史新高。现货钯涨14.24%报1923.4美元/盎司，本周累涨12.63%；现货铂涨10.31%报2450.91美元/盎司，本周累涨24.31%。内盘沪铜主力合约收涨3.33%报101380元/吨，沪银主力合约收涨6.03%报19204元/千克。COMEX黄金期货涨1.31%报4562美元/盎司，本周累涨3.98%；现货黄金涨1.12%报4531.1美元/盎司，本周累涨4.44%。
地缘局势方面，沙特对也门哈德拉毛省军事据点发动空袭；乌克兰总统泽连斯基表示，若普京同意60天停火，将把和平计划交全民公投，60天为筹备最短时间，公投存在政治、后勤和安全风险。
业内人士认为，金属价格集体走强受四因素支撑：地缘不确定性上升推升避险需求；美元阶段性走弱推动资金转向实物资产；AI与能源转型抬升需求中枢；供给端矿端扰动频发、供应偏紧。知名白银分析师Peter Krauth指出，短期回调风险犹存，但“狂热阶段”白银有望冲击300美元/盎司历史高位，当前支撑要素均具备，金银比调整为核心动力。
上期所连发两条通知。一是提示有色金..
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