港股铜业股逆势上涨，其中，五矿资源、中国黄金国际涨超3%，中国有色矿业涨2.66%，江西铜业股份涨1.5%，金浔资源涨约1%。 消息面上，当前铜价处在历史高位区间，但主要市场的价格走势有些分化：国际铜价此前曾创下历史新高，目前在高位运行；国内铜价则暂未突破前期高点。美国大量进口铜导致全球现货市场供应紧张，国内铜社会库存已降至历史同期低位水平，库存与资源端收紧逻辑形成共振。 机构认为AI投资最终将转化为数据中心、电网和电气化带来的实体用铜需求，铜的战略价值正被市场重新定价。预计2025-2030年全球算力新增用铜量复合增速为21%，铜价中枢有望稳步上移。据市场测算，2026年AI服务器专用高端铜箔需求约2.4万吨，同比增长约260%。
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