Apple Inc. (AAPL) 加自选

周二，银价攀升至每盎司38.7美元以上，在美国总统唐纳德·特朗普宣布因涉嫌抵押贷款欺诈而罢免美联储理事丽莎·库克后，银价从上一交易日的下跌中反弹。此举加剧了人们对美联储独立性及其保持货币政策不受政治影响的能力的担忧。分析人士指出，鉴于特朗普持续向央行施压要求降低借贷成本，库克的解职可能会增加提前降息的可能性。在工业方面，白银需求受到中国光伏行业强劲数据的支撑。最近的数据显示，今年上半年，中国太阳能电池出口激增70%以上，主要受印度强劲需求的推动。此前，中国在5月份安装了超过93吉瓦的太阳能发电量，创下历史新高，同比增长300%，而政策变化将使新电池板更难连接到电网。

Silver prices climbed above $38.7 per ounce on Tuesday, rebounding from the previous session’s losses after US President Donald Trump announced the removal of Federal Reserve Governor Lisa Cook over alleged mortgage fraud. The move fueled concerns about the Fed’s independence and its ability to maintain monetary policy free from political influence. Analysts noted that Cook’s dismissal could raise the likelihood of earlier interest rate cuts, given Trump’s persistent pressure on the central bank to lower borrowing costs. On the industrial side, silver demand was underpinned by strong photovoltaic sector data from China. Recent figures showed that Chinese solar cell exports surged more than 70% in the first half of the year, driven largely by robust demand from India. This came after China installed over 93 gigawatts of solar capacity in May, a record high and a 300% year-on-year increase, ahead of policy changes that will make it more difficult to connect new panels to the grid.