市场分析:人工智能繁荣、可再生能源和关税不确定性推动铜价上涨
news flash·2025-07-03 11:57
Core Insights - Copper prices have increased by 2.7% this week and nearly 14% since the beginning of the year, approaching historical highs [1] - The demand for copper is driven by the growth in artificial intelligence and renewable energy sectors, with significant usage in semiconductors, data centers, electric vehicles, and solar power systems [1] - Increased buying activity in the U.S. ahead of potential tariffs has further pushed up copper prices [1] - However, trade policies under the Trump administration may slow global economic growth, and major mining companies are ramping up production, which could exert downward pressure on prices [1]