Group 1 - The core viewpoint of the articles highlights a significant increase in international copper prices, driven by tightening global supply and concerns over potential tariffs from the U.S. government [1] - On December 3, the copper price on the London Metal Exchange reached a historical high of $11,540 per ton, indicating a continuous upward trend in copper prices [1] - Factors contributing to the price surge include a reduction in copper production forecasts by Glencore due to a mining accident in Chile, which is expected to decrease output by nearly 40% compared to 2018 [1] Group 2 - The demand for copper is expected to grow significantly due to the rapid development of AI and data centers, which require high-performance hardware and extensive electrical connections [2] - The recent employment report from ADP indicated a surprising decrease of approximately 32,000 jobs in the U.S. private sector, which is lower than market expectations, potentially influencing copper prices [2] - Market expectations for a 25 basis point interest rate cut by the Federal Reserve in December may provide short-term support for copper prices [2]
国际铜价近期大涨！大量运往美国，全球库存告急！