2026年上半年，有色金属市场被AI算力彻底点燃。中国有色金属工业协会最新数据显示，今年上半年，规模以上有色企业利润总额达4183.9亿元，同比猛增94.0%，盈利增速领跑工业领域。在这场狂飙中，锡、钽、铟等核心小金属半年涨幅分别突破40%、158%和60%，铜、铝价格也维持高位运行。 这并非简单的周期性反弹。随着AI服务器、高速光模块等硬件的爆发式增长，传统工业金属正被赋予“算力基石”的新标签...
Source Link2026年上半年，有色金属市场被AI算力彻底点燃。中国有色金属工业协会最新数据显示，今年上半年，规模以上有色企业利润总额达4183.9亿元，同比猛增94.0%，盈利增速领跑工业领域。在这场狂飙中，锡、钽、铟等核心小金属半年涨幅分别突破40%、158%和60%，铜、铝价格也维持高位运行。 这并非简单的周期性反弹。随着AI服务器、高速光模块等硬件的爆发式增长，传统工业金属正被赋予“算力基石”的新标签...
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