港股概念追踪|AI基建扩张促铜需求增长机构看好行情持续走高（附概念股）

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当前微软、谷歌、亚马逊以及Facebook母公司Meta正在大举建设的大型AI数据中心的电力传输与AI算力集群铜缆高速互联系统、散热系统以及高性能网络设备、数据中心存储设备等高度依赖铜。这种结构性的新增需求正逐步成为铜市场新的需求增长引擎。在铜价从2025年11月底不足11,000美元/吨一路拉升、并于1月6日触及13,387.50美元/吨的历史高位后，高盛这家华尔街金融巨头不得不重新校准短期路径...

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港股概念追踪|AI基建扩张促铜需求增长 机构看好行情持续走高（附概念股）

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港股概念追踪|AI基建扩张促铜需求增长机构看好行情持续走高（附概念股）