法兴银行:AI重塑铜价逻辑 LME更纯粹反映需求

格隆汇
Aug 25
法国兴业银行发布研报称,AI投资、跨市场套利与美国关税政策正改写铜价定价逻辑。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。法兴认为,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,因此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。

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