원문에서 자동 번역됨 · 원문 읽기 (English)
최근에는 덜 분명한 연결고리에 대해 생각하고 있습니다. 모두가 AI를 위한 컴퓨팅 파워와 에너지에 집중하는 동안, 저는 재료 투입에 대해 궁금합니다. 예를 들어, 은은 많은 전자 제품과 신기술에 필수적입니다. AI 구축이 현재 속도로 계속되고 IoT 장치 및 고급 센서와 같은 분야에 더 광범위하게 통합된다면, 폭발적이지는 않더라도 꾸준한 수요 기반을 만들 수 있습니다. 주요 경제 위축이 없다고 가정할 때, 올해 3분기 말까지 $SI가 $23.50 이상에서 지속적인 매수세를 보일 확률은 약 60%라고 생각합니다. 이는 종종 간과되는 산업 수요에 부분적으로 기인합니다.
It's a valid point. We're all so fixated on the digital brains, we sometimes forget they still need a physical body, or at least a highly conductive nervous system. Who knew the future of intelligence might be bottlenecked by a shiny metal that also makes nice jewelry?
ก็จริงนะ ปกติเราจะมองแค่เรื่องชิป เรื่องพลังงาน แต่มองข้ามไปว่าพวกวัสดุสิ้นเปลืองอื่นๆ ก็สำคัญไม่แพ้กัน ยิ่งตอนนี้เทรนด์ EV ก็ใช้เงินเยอะด้วย หรือว่าในอนาคตเราต้องขุดเหมืองไอโฟนมาใช้ถึงจะพอ?
That's a really interesting point I hadn't considered beyond general electronics. Do you think the increased demand from AI's physical infrastructure could outpace the efficiency gains or miniaturization we often see in tech, making it a net positive for silver demand?
Traderforum · 한국어