大赢家不止英伟达！AI变身“吞铜兽”，小摩荐股3只

智通财经04-01

受人工智能指数级增长的推动，全球铜需求将激增。智通财经APP获悉，自2023年以来，人工智能(AI)一直在推动英伟达和其他半导体公司的股价飙升。随着人工智能的用例日益增加，全球铜需求也有望飙升。摩根大通分析师Dominic O’kane表示，受人工智能指数级增长的推动，全球铜需求激增，预计到2030年可能出现供应缺口。据估计，1兆瓦的数据中心电力容量可能需要20到40吨的铜。这一预测凸显了人工智能...

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href=http://www.zhitongcaijing.com/content/detail/1096205.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受人工智能指数级增长的推动，全球铜需求将激增。智通财经APP获悉，自2023年以来，人工智能(AI)一直在推动英伟达和其他半导体公司的股价飙升。随着人工智能的用例日益增加，全球铜需求也有望飙升。摩根大通分析师Dominic O’kane表示，受人工智能指数级增长的推动，全球铜需求激增，预计到2030年可能出现供应缺口。据估计，1兆瓦的数据中心电力容量可能需要20到40吨的铜。这一预测凸显了人工智能...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1096205.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0080751232.USD","symbol_name":"富达环球多元动力基金A","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1096205.html","article_id":"2423552433","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/7a08edbbaca8864834c8b4088547d11e"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2423552433","pubTimestamp":1711934143,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，自2023年以来，人工智能一直在推动英伟达和其他半导体公司的股价飙升。摩根大通分析师Dominic 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