押注“AI红利”新路径！巴克莱点名铜、镍、稀土“三驾马车”，做多智利比索、印尼盾正当时

智通财经05-19

智通财经APP获悉，巴克莱银行表示，生产人工智能关键金属和矿物的全球新兴市场国家的货币，将在未来几年迎来提振。巴克莱银行的策略师在其2026年《股票与政府债券研究》报告中写道，随着人工智能建设热潮向大宗商品价格传导，智利、秘鲁、巴西、印度尼西亚和中国等发展中国家将有望从中受益。该报告分析了人工智能和人形机器人可能带来的影响。他们写道，通过与21世纪初由中国引领的大宗商品繁荣进行对比，这些国家“应该...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2636854940?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-19 21:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2636854940","market":"hk","top_or_hot":-1,"title":"押注“AI红利”新路径！巴克莱点名铜、镍、稀土“三驾马车”，做多智利比索、印尼盾正当时","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，巴克莱银行表示，生产人工智能关键金属和矿物的全球新兴市场国家的货币，将在未来几年迎来提振。巴克莱银行的策略师在其2026年《股票与政府债券研究》报告中写道，随着人工智能建设热潮向大宗商品价格传导，智利、秘鲁、巴西、印度尼西亚和中国等发展中国家将有望从中受益。该报告分析了人工智能和人形机器人可能带来的影响。他们写道，通过与21世纪初由中国引领的大宗商品繁荣进行对比，这些国家“应该...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1443642.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>押注“AI红利”新路径！巴克莱点名铜、镍、稀土“三驾马车”，做多智利比索、印尼盾正当时</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n押注“AI红利”新路径！巴克莱点名铜、镍、稀土“三驾马车”，做多智利比索、印尼盾正当时\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-19 21:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1443642.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，巴克莱银行表示，生产人工智能关键金属和矿物的全球新兴市场国家的货币，将在未来几年迎来提振。巴克莱银行的策略师在其2026年《股票与政府债券研究》报告中写道，随着人工智能建设热潮向大宗商品价格传导，智利、秘鲁、巴西、印度尼西亚和中国等发展中国家将有望从中受益。该报告分析了人工智能和人形机器人可能带来的影响。他们写道，通过与21世纪初由中国引领的大宗商品繁荣进行对比，这些国家“应该...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1443642.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":"UYM","symbol_name":"基础材料指数ETF-ProShares两倍做多","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1443642.html","article_id":"2636854940","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2636854940","pubTimestamp":1779197754,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"巴克莱银行的策略师在其2026年《股票与政府债券研究》报告中写道，随着人工智能建设热潮向大宗商品价格传导，智利、秘鲁、巴西、印度尼西亚和中国等发展中国家将有望从中受益。智利比索与铜价密切相关在报告中被提及的新兴市场中，智利和秘鲁是铜的大型出口国，由于铜在电网、输电基础设施和数据中心布线中的大量使用，它对于人工智能相关的电气化至关重要。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159715":"稀土","UYM":"基础材料指数ETF-ProShares两倍做多","COPP":"Sprott Copper Miners ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4585":"ETF&股票定投概念","COPX":"铜矿ETF-Global X","REMX":"VanEck Rare Earth and Strategic Metals ETF","ICOP":"iShares Copper and Metals Mining ETF","AIPO":"Defiance AI and Power Infrastructure ETF","XME":"金属与采矿指数ETF-SPDR","BK4535":"淡马锡持仓","PICK":"iShares MSCI Global Metals & Mining Producers ETF","AGIX":"通用人工智能 ETF-AGIX","BK4588":"碎股","EWW":"墨西哥投资指数ETF-iShares MSCI","ARTY":"ISHARES FUTURE AI & TECH ETF","CPXR":"USCF DAILY TARGET 2X COPPER INDEX ETF","NIKL":"SPROTT NICKEL MINERS ETF","DBB":"基础金属ETF-PowerShares","CPER":"美国铜指数基金","SETM":"Sprott Critical Materials ETF","COPJ":"SPROTT JUNIOR COPPER MINERS ETF"},"translate_title":"Bet on the new path of \"AI dividend\"! Barclays names copper, nickel, rare earth \"troika\", it's time to long Chilean peso, Indonesian rupiah","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159715":1.5,"ARTY":1.5,"NIKL":1.5,"PICK":1.5,"UYM":1.5,"XME":1.5,"HGmain":1.5,"AIPO":1.5,"REMX":1.5,"QCmain":1.5,"MXPmain":1.5,"SETM":1.5,"CHAT":1.5,"EWW":0.6,"ICOP":1.5,"CPXR":1.5,"DBB":1.5,"COPP":1.5,"COPJ":1.5,"COPX":1.5,"CPER":1.5,"AGIX":1.5,"MHGmain":1.5},"content_text":"智通财经APP获悉，巴克莱银行表示，生产人工智能关键金属和矿物的全球新兴市场国家的货币，将在未来几年迎来提振。巴克莱银行的策略师在其2026年《股票与政府债券研究》报告中写道，随着人工智能建设热潮向大宗商品价格传导，智利、秘鲁、巴西、印度尼西亚和中国等发展中国家将有望从中受益。该报告分析了人工智能和人形机器人可能带来的影响。他们写道，通过与21世纪初由中国引领的大宗商品繁荣进行对比，这些国家“应该会特别从这一势头中受益，经历出口的增长、贸易条件的改善以及投资的增加”。智利比索与铜价密切相关在报告中被提及的新兴市场中，智利和秘鲁是铜的大型出口国，由于铜在电网、输电基础设施和数据中心布线中的大量使用，它对于人工智能相关的电气化至关重要。印度尼西亚则是镍的最大生产国，而镍是支持因人工智能而日益增长的电力需求所需的电池和储能系统的关键投入品。与此同时，中国则掌控着对芯片制造设备、数据中心基础设施、机器人技术及许多其他领域都至关重要的稀土磁体。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2636854940","isCrawlerRequest":true}