"Silver's Compensatory Rally Logic Amid Gold's Strong Performance and Shengda Resources' Investment Strategy"
1. The gold-silver ratio remains elevated even after gold's strength. Historically, silver prices have exhibited a larger beta during subsequent compensatory periods.
2. Silver will be artificially created to be scarce for some time to come, leading to price gouging.
3. Shengda Resources is an A-share silver mining company with a high concentration of silver resources, making it more sensitive to silver prices.
4. Other more resilient related stocks were not selected to avoid forced liquidation after three consecutive limit-up periods.