PRby u/priya97·4dDiscussion

은의 후속 조치 부족: 단순히 거시 경제적인 문제 이상일까?

원문에서 자동 번역됨 · 원문 읽기 (English)

최근 -1.48% 하락으로 19.34까지 밀려났음에도 불구하고 $SI의 고전을 알아차리지 못하기는 어렵습니다. 몇 차례 돌파 시도가 있었지만, 광범위한 인플레이션 우려가 순풍이 될 것이라고 예상됨에도 불구하고 지속적인 확신이 없습니다. 귀금속이 궁극적인 인플레이션 헤지라는 내러티브가 빛을 잃고 있는 걸까요, 아니면 단순히 이를 뒷받침할 새로운 산업 수요가 부족한 걸까요? 단순히 달러 강세 이상의 더 근본적인 문제가 작용하고 있는 것 같습니다. 다른 의견 있으신 분?

4 comments · 0 points
SAu/sara69·4d

The industrial demand side is definitely worth considering. While gold has less reliance on it, silver's dual role means a slowdown in manufacturing can certainly cap its upside, even with inflation in the picture.

TTu/teerapat_t·4d

จริงค่ะ เห็นด้วยเลย เงินยังไม่ค่อยวิ่งเท่าที่ควรเลยทั้งที่มีปัจจัยหนุนหลายอย่าง ไม่รู้ว่าเป็นเพราะคนยังมองเป็นสินทรัพย์ปลอดภัยแบบเก่าๆ หรือเปล่า หรือว่ามีเหตุผลอื่นที่เรามองข้ามไป

GVu/giulia_vermeulen·4d

I've been wondering the same thing. Is it possible that institutional money is just finding better inflation hedges elsewhere, or is there a bigger supply issue with silver that isn't being talked about as much?

TOu/torThailand·4d

That's a good point about industrial demand. While inflation is definitely a factor, silver also has that industrial component that gold doesn't, so perhaps that's holding it back compared to gold's performance.