全球矿业股正迅速跃升至基金经理配置清单的首位,受人工智能繁荣引发的金属需求激增以及关键矿产供应紧张推动,该行业显示出进入新一轮“超级周期”的迹象。 自2025年初以来,MSCI金属与矿业指数已上涨近90%,其表现大幅跑赢半导体板块、全球银行业以及科技股“七巨头”。这一涨势目前未见放缓迹象,机器人、电动汽车和AI数据中心的蓬勃发展正持续推高金属价格。 其中,作为能源转型关键原材料的铜在同一时期内飙升...
Source Link全球矿业股正迅速跃升至基金经理配置清单的首位,受人工智能繁荣引发的金属需求激增以及关键矿产供应紧张推动,该行业显示出进入新一轮“超级周期”的迹象。 自2025年初以来,MSCI金属与矿业指数已上涨近90%,其表现大幅跑赢半导体板块、全球银行业以及科技股“七巨头”。这一涨势目前未见放缓迹象,机器人、电动汽车和AI数据中心的蓬勃发展正持续推高金属价格。 其中,作为能源转型关键原材料的铜在同一时期内飙升...
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.