分析人士：AI热潮点燃金属需求 全球矿业股或迎新一轮“超级周期”

Core Viewpoint - Analysts indicate that global mining stocks have surged to the forefront of fund managers' "must-have lists" amid soaring metal demand and tightening supply of key minerals, suggesting a potential new supercycle for the sector [1] Group 1: Market Performance - Since the beginning of 2025, the MSCI Metals and Mining Index has increased by nearly 90%, significantly outperforming sectors such as semiconductors, global banks, and the seven major U.S. tech companies [1] - The current market trend shows no signs of slowing down as metal prices continue to rise due to advancements in robotics, electric vehicles, and artificial intelligence (AI) data centers [1]