人工智能和稀土塑造全球市场 – 道明证券

人工智能和稀土塑造全球市场 – 道明证券

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全球市场在很大程度上受今年两个主题的影响：美元（USD）贬值交易，以及世界向战时经济的进展，道明证券高级商品策略师丹尼尔·加利（Daniel Ghali）指出。

全球市场在很大程度上受今年两个主题的影响：美元（USD）贬值交易，以及世界向战时经济的进展，道明证券高级商品策略师丹尼尔·加利（Daniel Ghali）指出。

铜紧缺由结构性供应不足驱动

“后一个主题可能受到人工智能崛起的催化，考虑到其巨大的地缘宏观影响，将其与稀土的进展联系起来，并将西方对中国供应链在更广泛的关键矿物方面的依赖推向前台。”

“铜矿业的结构性供应不足现在可能导致冶炼厂减产，增加争夺这一关键金属的竞争。这种竞争导致了良性的微观结构，使得美国继续吸收可用的铜，转移金属远离全球库存池，保持伦敦金属交易所（LME）的紧张。”

“数据中心容量的现有繁荣将显著提高铜的需求，预计到2027年需要额外的50万吨铜，但由于五年计划的重视，中国数据中心容量的潜在繁荣可能导致更高的需求预估。”

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