“铜荒”加剧:供应缺口或达1000万吨,AI与国防开支或引爆全球铜争夺战

金十数据
Jan 08

标普全球(S&P Global)在一项新研究中指出,人工智能领域的竞赛以及国防开支的飙升,预计将加剧本已显现的铜短缺,而生产商正艰难地试图扩大产能。标普全球在周四发布的一份由矿业界支持的报告写道,就在矿山供应面临结构性限制的同时,需求增长正在加速,这增加了铜成为经济增长和技术扩张瓶颈的风险。受一系列矿山停产以及交易商在特朗普政府可能加征关税前在美国囤积铜的影响,伦敦铜价已飙升至每吨13000美元...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10