PRby u/priya97·4dDiscussion

Falta de acompanhamento da prata: mais do que apenas macro?

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É difícil não notar a dificuldade do $SI, mesmo com a recente queda de -1,48% empurrando-o para 19,34. Vimos algumas tentativas de rompimento, mas não há convicção sustentada, mesmo com as preocupações mais amplas com a inflação supostamente sendo um vento a favor. A narrativa de que os metais preciosos são a proteção definitiva contra a inflação está perdendo o brilho, ou estamos apenas vendo uma falta de nova demanda industrial para sustentá-lo? Parece que algo mais fundamental pode estar em jogo além da força do dólar. Alguém mais está vendo isso de forma diferente?

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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.

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