铜价每吨12,000美元,由于AI、EV和能源转移的高需求,今年涨幅高达35%,预计供应短缺将加剧。 Copper prices hit $12,000/ton, surging 35% this year due to high demand from AI, EVs, and energy shifts, with supply shortages expected to worsen.

由于AI数据中心、电动车辆和全球能源转型的强劲需求,再加上采矿中断和产出预测减少造成的供应制约,铜价每公吨接近12 000美元。 Copper prices are nearing $12,000 per metric ton, driven by strong demand from AI data centers, electric vehicles, and global energy transitions, combined with supply constraints from mining disruptions and reduced output forecasts. 今年价格上涨了35%，有望创下自2009年以来的最佳表现，全球库存增加——尤其是美国——分析师预测2025年将出现124,000吨和2026年150,000吨的赤字。 Prices have surged 35% this year, on track for their best performance since 2009, as global stockpiles rise—especially in the U.S.—and analysts predict deficits of 124,000 tons in 2025 and 150,000 tons in 2026. 全球首个有实体支持的铜ETF于2024年中推出,今年幅近46%,反映出投资者对供应紧张和需求上升的兴趣,特别是在中国和其他地区. The world’s first physically backed copper ETF, launched in mid-2024, has gained nearly 46% this year, reflecting growing investor interest amid tight supply and rising demand, particularly in China and other regions.