美国狂囤铜库存：欲用铜卡中国发展脖子，中国反手就给出这一招

Group 1 - The core issue revolves around the significant increase in copper inventory in the U.S., which rose from over 90,000 tons to 450,000 tons within a year, leading to a surge in copper prices and creating a supply-demand imbalance aimed at impacting global manufacturing, particularly in China [1] - The U.S. strategy appears to be focused on acquiring copper resources through financial and policy means to create a scenario of "U.S. surplus, Asia shortage," thereby increasing costs for Chinese manufacturing, especially in the renewable energy sector [1] - In response, China has tightened its export regulations on silver, implementing a "one order, one review" export licensing system, significantly reducing the number of companies eligible for export, which has caused immediate tension in the global silver market [3] Group 2 - Silver has transitioned from a traditional precious metal to an essential component in technology, being crucial for solar cells, high-end semiconductor packaging, AI devices, and certain military applications [3] - The U.S. faces challenges as its large copper stockpile incurs high storage costs and risks from future price fluctuations, while the sudden tightening of silver supply threatens its technology sector during a critical period of semiconductor manufacturing and green energy transition [3][4] - The ongoing competition between the U.S. and China highlights a new dimension of great power rivalry, focusing on the resilience of resources and supply chains, with both nations attempting to assert control over critical materials [6]