数据来源:文华财经魏书光/制表图片来源:AI生成近日,美国多家AI巨头对安全风险的担忧升温,呼吁放缓AI迭代节奏;叠加美债收益率持续上行,英伟达(NVDA)等芯片股出现剧烈波动,拖累铜、锡等算力金属价格破位下行。国际市场已开始警惕美国后续政策转向风险。9月以来,伦敦金属交易所(LME)铜期货市场结构出现快速反转,由现货逼空转为期货升水。国际清算银行在今年9月季度报告中明确提到,资金正在降低对少数...
Source Link数据来源:文华财经魏书光/制表图片来源:AI生成近日,美国多家AI巨头对安全风险的担忧升温,呼吁放缓AI迭代节奏;叠加美债收益率持续上行,英伟达(NVDA)等芯片股出现剧烈波动,拖累铜、锡等算力金属价格破位下行。国际市场已开始警惕美国后续政策转向风险。9月以来,伦敦金属交易所(LME)铜期货市场结构出现快速反转,由现货逼空转为期货升水。国际清算银行在今年9月季度报告中明确提到,资金正在降低对少数...
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