市场预测铜今年仍将供不应求

Core Insights - The MSCI Metals and Mining Index has increased nearly 90% since early 2025, significantly outperforming sectors such as semiconductors, global banks, and the "Big Seven" of U.S. stocks [1] - The rapid development of robotics, electric vehicles, and AI data centers is driving metal prices to new highs, with no signs of slowing down [1] - A market forecast indicates that copper will remain in short supply this year, with supply gaps potentially more severe than in 2025 [1] - Analysts from BI predict that gold prices could reach $5,000 per ounce, while Goldman Sachs anticipates gold prices will hit $5,400 by the end of 2026, representing an approximate 8% increase from current levels [1]