最近几天，美股科技股大幅调整，加密货币市场也持续杀跌。 12月16日盘中，比特币跌破8.6万美元，跌幅超 过4%。以太坊、XRP跌超6%。Coinglass数据显示，24小时内，加密货币全网合约爆仓超6亿美元，爆仓人数 高达18.46万人。 隔夜，在美股市场上，加密货币相关股票大幅下跌，BMNR、Riot Platforms跌超10%，微策投资跌超8%， MARA跌超7%，Coinbase跌超6%。 分析人士指出，加密货币市场仍在跟随美股走弱。近日，人工智能领域巨额资本开支的可持续性再度引发市场 担忧，英特尔、甲骨文、博通等AI龙头股持续调整。对冲基金巨头桥水联合基金的一位高管本周一（12月15 日）表示，当前人工智能领域的投资热潮正进入一个"暗藏风险"的阶段。 目前，投资者正等待美国即将公布的经济数据，以寻找利率路径的线索。此外，投资者也在密切关注日本央行 的动向，市场普遍预期日本央行本周将加息。 12月16日，亚太市场集体跳水。截至发稿，日经225指数跌超1.4%，韩国综合指数跌近1.7%。 18.46万人爆仓 12月16日，加密货币市场再度跳水。其中，比特币两周来首次跌破8.6万美元，较两个月前创下的历 ...

Core Viewpoint - LME copper prices fell on December 2 due to a stronger dollar, decreased risk appetite, and profit-taking after reaching record highs [1] Group 1: Market Performance - On December 2, three-month copper closed at $11,145.00 per ton, down $107.00 or 0.95%, after hitting a historical high of $11,334.00 per ton on the previous day [1][2] - Year-to-date, LME copper has increased by 27%, primarily driven by concerns over potential shortages [3] Group 2: Market Sentiment and Factors - Market sentiment remains high for copper, but a correction is anticipated; prices are expected to have upward potential as long as they stay above $11,000 per ton [3] - The strong dollar has made dollar-denominated commodities more expensive for buyers using other currencies, impacting demand [3] Group 3: Supply Dynamics - The market is assessing the impact of major Chinese smelters' plans to reduce production by 10% next year, which could tighten refined copper supply [4][5] - Analysts suggest that the smelters' reduction plans reinforce the outlook for a tighter refined copper supply [5]