全球交易商正争分夺秒地将一船船铜材运往美国港口,如同为一场工业“马拉松”紧急输送能量棒——这一幕的背景,是铜价刚刚冲破历史高点。而摩根大通的预测模型显示,铝价将在18个月后站上每吨3000美元关口,如同被无形之手推向新的珠峰营地。这场始于供应链重构的金属行情,正演变为贯穿2026年的超级周期。美国电网的“铜脉搏”当人工智能的算力需求如野火般蔓延,老化的美国电网正经历着“血管堵塞”。美国电网铜消耗量...
Source Link全球交易商正争分夺秒地将一船船铜材运往美国港口,如同为一场工业“马拉松”紧急输送能量棒——这一幕的背景,是铜价刚刚冲破历史高点。而摩根大通的预测模型显示,铝价将在18个月后站上每吨3000美元关口,如同被无形之手推向新的珠峰营地。这场始于供应链重构的金属行情,正演变为贯穿2026年的超级周期。美国电网的“铜脉搏”当人工智能的算力需求如野火般蔓延,老化的美国电网正经历着“血管堵塞”。美国电网铜消耗量...
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