AI算力重构铜产业逻辑:力拓供铜亚马逊背后,上游资源与下游硬件的投资机遇

金融小博士
Jan 18

一、事件驱动:AI数据中心倒逼铜产业逻辑“升维”力拓与亚马逊签订两年期铜供应协议,直指AWS AI数据中心的用铜需求;多家机构更警示“2026年起全球铜或进入结构性短缺”。这标志着铜的产业属性正发生历史性变革——从传统工业周期品,升级为支撑AI算力的“数字基建核心材料”。铜在AI数据中心的价值被彻底激活:服务器电力传输、冷却系统、高速数据连接(如DAC铜缆)等环节均依赖高纯度铜材,叠加全球AI算力...

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