白银再创新高，沪银突破1.38万关口，年初以来累涨超80%。AiFinD大事解析白银、铜价大涨的驱动因素深度解析及利好资产一、核心驱动因素与影响机制1. 宏观与政策共振：降息预期与美元走弱美联储降息概率显著提升，实际利率下行降低贵金属持有的机会成本，美元指数走弱放大以美元计价金属的涨幅。美国关税政策重构跨境流与库存分布，强化美国市场溢价与“抢库存”交易，资金面推动价格上行。2. 金融属性强化与替代...
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