节点：下游（终端消费/应用）位置：下游情绪：利好参考度：4/10
白银波动趋于缓和，当前在每盎司80美元高位区间盘整，虽远低于上月创下的历史高点，但世界白银协会最新报告显示长期上涨趋势仍受强劲基本面支撑。报告指出白银市场已连续第六年呈现结构性供应短缺，预计2026年供需缺口将达6700万盎司，供应紧张格局持续至2026年。
截至2月9日，2026年白银价格已上涨11%，银币及银条需求有所增强，全球交易所交易产品（ETP）持有量估计为13.1亿盎司。分析师指出，支撑2025年大部分时间价格走强的基本面驱动因素今年依然稳固，包括伦敦实物供应紧张、地缘政治局势动荡、美国政策不确定性及对美联储独立性的担忧，多重因素叠加强化价格上行逻辑。
投资需求预计成为今年价Ơ..太阳能行业受冲击最大，企业或减少用量或寻找替代品。
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