受矿山事故频发、新建周期长及关税政策导致的“人为紧张”影响,铜供应持续收紧;而AI基础设施与电气化浪潮则驱动需求激增。标普全球预计全球铜供应缺口预计将于2040年扩大至1000万吨,较当前水平激增50%;ING预测2026年精炼铜缺口将扩至60万吨。全球铜市正面临深层结构性挑战。铜市供应危机正在多重压力下加速逼近。矿山事故与关税扰动在短期内持续压缩供给,与此同时,电气化浪潮和人工智能基础设施的...
Source Link受矿山事故频发、新建周期长及关税政策导致的“人为紧张”影响,铜供应持续收紧;而AI基础设施与电气化浪潮则驱动需求激增。标普全球预计全球铜供应缺口预计将于2040年扩大至1000万吨,较当前水平激增50%;ING预测2026年精炼铜缺口将扩至60万吨。全球铜市正面临深层结构性挑战。铜市供应危机正在多重压力下加速逼近。矿山事故与关税扰动在短期内持续压缩供给,与此同时,电气化浪潮和人工智能基础设施的...
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