美国囤货叠加AI热潮,铜价升至历史高位

科创日报
Dec 17, 2025

文|夏军雄铜价再次飙升至历史高位,并非因为全球铜资源枯竭,部分原因在于美国大量囤积铜金属,导致其他国家不得不争抢所剩无几的可流通供应。伦敦金属交易所(LME)基准的三个月期铜价格上周五一度升至每吨 11,952 美元,创下历史新高。目前价格约为每吨 11,626美元,今年以来累计上涨约33%。由于美国特朗普政府可能大幅提高铜关税,美国一直在积极囤积这种金属,将大量铜从全球可交易体系中抽走,使其他...

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