4月26日(周六),虽然面临关税政策不确定性影响,但南方铜业公司(Southern Copper)预计铜销售将保持稳健,因为需求来源正从建筑业转向能源和科技领域。南方铜业的首席财务官Raul Jacob表示:“我们对铜市前景持积极看法。我们预测需求将从基础设施向新能源技术、人工智能转变。”“太阳能发电对铜的需求高于传统碳发电。另外,AI的发展也需要大量的铜,以及锌和白银等材料。我们预测未来几年价格...
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