Tiger Brokers

铜业股盘初集体上涨 江西铜业股份（00358）涨逾7% 机构指铜价震荡偏强

金吾财讯
Aug 26

金吾财讯 | 港股铜业股盘初集体上涨，截至发稿，江西铜业股份（00358）涨7.05%，中国有色矿业（01258）涨6.07%，五矿资源（01208）涨3.96%，紫金矿业（02899）涨3.08%，洛阳钼业（03993）涨2.97%，万国黄金集团（03939）涨1.82%，中国黄金国际（02099）涨1.58%。消息面上，法兴银行新近研究指，2025年2月至2026年8月，COMEX铜和LME铜分别上涨52%和58%，仅次于黄金、白银及石油产品，成为同期表现最强的大宗商品之一。AI投资最终会转化为数据中心、电网和电气化带来的实体用铜需求，LME铜是表达“AI驱动铜需求”更纯粹的标的，COMEX则更受美国宏观与金融市场影响。五矿证券表示，需求端，AI对铜价的影响，更多体现为“AI时代新石油”这一战略定位带来的价值重估与预期溢价，其对实际消费的拉动尚在早期。铜的物理特性、成本经济性和现有技术生态共同决定了它在AI领域应用的结构性优势。中长期来说，AI领域确实有成长为结构性需求增量的潜力，预计2025年-2030年全球算力新增用铜量复合增速为21%。该机构认为，矿端紧缺持续深化，TC屡创历史新低，国内库存降至低位，铜价震荡偏强。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10