多年来,铜多头一直强调铜在绿色能源转型中的关键作用——风力涡轮机、电动汽车和电网基础设施均离不开铜。如今,这种金属又搭上了两大新趋势:人工智能(AI)与不断增长的军费开支。英美资源集团(Anglo American)与泰克资源公司(Teck Resources)拟以530亿美元合并,这是十年来采矿业最大的并购交易,本质上是对这种基本金属未来需求的一次大规模押注。尽管铜消费已连续多年增长,但新增供应...
Source Link多年来,铜多头一直强调铜在绿色能源转型中的关键作用——风力涡轮机、电动汽车和电网基础设施均离不开铜。如今,这种金属又搭上了两大新趋势:人工智能(AI)与不断增长的军费开支。英美资源集团(Anglo American)与泰克资源公司(Teck Resources)拟以530亿美元合并,这是十年来采矿业最大的并购交易,本质上是对这种基本金属未来需求的一次大规模押注。尽管铜消费已连续多年增长,但新增供应...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.