--- title: "瑞銀調整銀價預期,因 2026 年供應短缺有所縮小" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286488323.md" description: "瑞士銀行已下調其 2026 年銀價預期,原因是光伏需求疲軟、ETF 持有量減少以及礦山供應增加。銀業協會指出,太陽能光伏面板在 2026 年可能消耗高達 1.25 億盎司的銀,工業用途佔全球需求的 60%。儘管短期內價格面臨壓力,像 Avino Silver 和 Silvercorp 這樣的礦商報告了強勁的收益,展現了運營的韌性" datetime: "2026-05-15T01:09:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286488323.md) - [en](https://longbridge.com/en/news/286488323.md) - [zh-HK](https://longbridge.com/zh-HK/news/286488323.md) --- # 瑞銀調整銀價預期,因 2026 年供應短缺有所縮小 UBS turns cautious: UBS cut its 2026 silver price outlook, citing weaker photovoltaic demand, lower ETF holdings, and increased mine supply shrinking the deficit. Industrial uses expand: The Silver Institute reports solar PV panels could consume up to 125M oz in 2026, with industrial uses making up about 60% of global demand. Miners stay resilient: Companies like Avino Silver and Silvercorp posted strong earnings, showing operational strength even as silver prices face near-term pressure. ### 相關股票 - [SVM.US](https://longbridge.com/zh-HK/quote/SVM.US.md) - [ASM.US](https://longbridge.com/zh-HK/quote/ASM.US.md) - [SIVR.US](https://longbridge.com/zh-HK/quote/SIVR.US.md) - [SLVP.US](https://longbridge.com/zh-HK/quote/SLVP.US.md) - [SLV.US](https://longbridge.com/zh-HK/quote/SLV.US.md) - [SLVR.US](https://longbridge.com/zh-HK/quote/SLVR.US.md) - [PSLV.US](https://longbridge.com/zh-HK/quote/PSLV.US.md) - [SIL.US](https://longbridge.com/zh-HK/quote/SIL.US.md) - [AGQ.US](https://longbridge.com/zh-HK/quote/AGQ.US.md) ## 相關資訊與研究 - [美債收益率反彈削弱避險吸引力,銀價震盪回落](https://longbridge.com/zh-HK/news/287173406.md) - [希爾威金屬礦業在出售厄瓜多爾項目後,增加了在 Tincorp 的戰略持股](https://longbridge.com/zh-HK/news/286548091.md) - [Avino 公佈 2026 年第一季度創紀錄的財務業績 | ASM 股票新聞](https://longbridge.com/zh-HK/news/286319154.md) - [受白銀實際售價飆升推動,Avino 第一季度收入翻倍至創紀錄水平](https://longbridge.com/zh-HK/news/286320151.md) - [希爾威金屬礦業宣佈延長吉爾吉斯斯坦 Tulkubash/Kyzyltash 金礦項目的採礦許可證 | SVM 股票新聞](https://longbridge.com/zh-HK/news/287120397.md)