智通财经APP获悉，周四，铜矿板块盘前集体走高，Ero Copper(ERO.US)涨逾9%，Taseko Mines(TGB.US)涨近9%，南方铜业(SCCO.US)张近8%，Hudbay Minerals(HBM.US)涨近6%。消息面上，今日伦铜连续主力合约日内大涨逾10%，价格创历史新高。
市场分析师 Divyang Shah 称，近期贵金属市场热度居高不下，铜价也同步创下历史新高。尽管铜价年内涨幅不及黄金、白银，但支撑其多头行情的逻辑十分充足：美联储独立性面临质疑、地缘政治风险持续发酵、美元走弱预期升温、供应链呈现碎片化格局、市场为防范供应冲击提前布局，再加上人工智能领域带来的新增需求，均成为推动资金布局的核心逻辑。
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.