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CNBC AI · 2026/7/31 07:13:23
Deadly storms and a global supply squeeze are sending copper prices soaring

Deadly storms and a global supply squeeze are sending copper prices soaring

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铜价最近涨疯了!智利遭罕见致命风暴袭击,铜矿生产被迫中断,加上中美两大经济体正在疯狂抢购这种工业金属,直接把铜价推上了历史高位。 铜虽然听起来离普通人很远,但你手里那部智能手机、开的电动车、甚至支撑AI运算的数据中心,全都离不开它。现在的情况是:矿场被恶劣天气打乱节奏,全球供应通道又卡脖子,美国和中国都在囤货,本来就紧张的市场更是雪上加霜。分析人士预测,这场资源争夺战还没结束,铜价可能继续冲高。 这件事对普通人的影响其实很直接。铜是很多产品的核心原材料,它一涨价,电动车、手机、家电这些消费电子产品的生产成本跟着涨,最终可能传导到你购物车里的价格标签上。往深了说,铜已经从单纯的工业原料变成了大国博弈的战略筹码,就像石油之于上个世纪一样。也就是说,未来无论能源转型还是科技竞赛,铜都是绕不开的关键棋子,这场风暴只是把早已存在的供应危机暴露在了台面上。
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