期铜逼近纪录高位，受需求乐观预期及AI数据中心带动【1月12日LME收盘】

Group 1 - LME copper prices rose, nearing record highs due to strong demand expectations from the largest consumer and the boost from data centers required for artificial intelligence [1][3] - The three-month copper price closed at $13,209.50, up $211.50 or 1.63% [2] - The overall demand for copper is changing, driven by the adoption of electric vehicles, data center construction, and global grid upgrades [3] Group 2 - Analysts from ING stated that copper remains essential for grid expansion, renewable energy, and electric vehicle infrastructure, with new demand sources emerging from data centers and AI infrastructure [4] - Codelco, Chile's state-owned copper company, expects its copper production to reach 1.344 million tons by 2026, an increase of about 10,000 tons from 2025 [4] - The LME's monthly report indicated a decrease in the share of copper produced in China within LME inventories, attributed to outflows from LME registered warehouses in Asia [4] Group 3 - Other base metals also saw price increases, with three-month aluminum up $48.50 or 1.55%, zinc up $62.50 or 1.98%, lead up $3.50 or 0.17%, and nickel up $185 or 1.05% [2][7][8][9][10] - Tin prices surged by $2,407 or 5.28%, closing at $47,967.00, driven by market rumors of the Indonesian government's crackdown on illegal tin mining [5][6]