星球日报
星球日报|4月 21, 2026 01:09
[Analysis: Focus on U.S.-Iran negotiation progress and Strait reopening; silver shows short-term stronger oscillation alongside gold, with potentially higher volatility than gold] Odaily Planet Daily News: The re-blockade of the Strait of Hormuz and the escalation of U.S.-Iran conflicts have driven up the U.S. dollar index and inflation concerns. Silver's industrial attributes make it more sensitive to global growth and risk appetite, often exhibiting greater volatility than gold. Currently, the "stagnation" aspect of the U.S. economy has yet to be confirmed. With the escalation of U.S.-Iran geopolitical tensions, oil prices have risen intraday, and short-term rate cut expectations are unlikely to heat up quickly, requiring more economic data for guidance. Additionally, the current spot market drivers for silver remain weak. Although the 1M, 3M, and 6M London silver lease rates have slightly rebounded, they are still operating at low levels. In the short term, demand expectations from the silver industry also remain weak. Starting in April, the cancellation of photovoltaic tax rebates may slow down the previous rush for silver exports in the photovoltaic sector. (Jin10)
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