超稀有金属钌借人工智能热潮一跃成为大宗商品明星

Core Insights - Ruthenium has emerged as one of the best-performing commodities this year, largely driven by the growth of artificial intelligence [1] - The price of ruthenium has nearly doubled over the past year, reaching $800 per ounce, matching its peak in 2021 and nearing its historical high of $870 set 18 years ago [1] - The recent price surge is primarily attributed to increased demand in the data storage sector, particularly in hard drives, due to the proliferation of AI [1] Industry Analysis - Analysts indicate that the demand for ruthenium will continue to rise unless cheaper alternatives are found, as current technologies relying on other elements remain expensive [1] - The supply of ruthenium is extremely limited, with only 30 tons produced last year, as it is mainly extracted as a byproduct of platinum [1]