2026年以来，全球AI基建持续爆发，带动多种“算力金属”进入需求景气周期。从铜、铝等大宗工业金属，到锡、钨、钼、锗、铟、钽等关键小金属，价格普遍走出强势上涨行情。 中国有色金属工业协会统计显示，今年上半年，锡、钽、铟价格分别上涨40%、158%、60%；铜、铝价格同比分别上涨31.4%、18.8%。在供给刚性约束与新兴产业需求扩张共同作用下，预计涨价潮有较强持续性。 以钼为例，卓创资讯&富宝...
Source Link2026年以来，全球AI基建持续爆发，带动多种“算力金属”进入需求景气周期。从铜、铝等大宗工业金属，到锡、钨、钼、锗、铟、钽等关键小金属，价格普遍走出强势上涨行情。 中国有色金属工业协会统计显示，今年上半年，锡、钽、铟价格分别上涨40%、158%、60%；铜、铝价格同比分别上涨31.4%、18.8%。在供给刚性约束与新兴产业需求扩张共同作用下，预计涨价潮有较强持续性。 以钼为例，卓创资讯&富宝...
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