追踪全球铜矿公司股票的ETF——铜矿ETF-Global X(COPX)今日盘中大幅上涨8.37%，表现极为强劲。
消息面上，本轮上涨主要受到基础金属铜价格飙升至历史新高的直接驱动。伦敦金属交易所(LME)铜价延续强劲涨势，首次突破每吨14000美元大关，并一度暴涨超10%。铜价上涨的背后，是多重因素的共振：高盛最新报告显著上调了对2026年铜价的预测，并指出“资源稀缺性溢价已实质性显现”，强劲的投资者资金流入为铜价赋予了显著的“稀缺溢价”。此外，市场预期美国经济增长走强，以及全球在数据中心、机器人和电力基础设施领域的支出将增加，促使投机资金大举涌入基本金属市场。同时，美元走弱、美联储降息周期预期以及地缘政治紧张局势加剧，也共同推升了包括铜在内的硬资产价格。
铜价的强势表现直接提升了市场对全球铜矿企业未来盈利的预期，从而带动了追踪该板块的ETF——铜矿ETF-Global X的价格大幅上扬。
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