中国人工智能基础设施对金属的影响要点-铝、铜表现亮眼，铀及小金属-AI Infra takeaways on metals - aluminum, copper to shine, uranium_ minor metals

Accessible version Basic Materials - China (H/A) AI Infra takeaways on metals – aluminum, copper to shine, uranium/ minor metals Industry Overview We hosted Asia AI Infrastructure & Robotics Conference during 12-18 Nov, featuring 35 experts/companies across metals, power equipment, ESS, cooling, etc. We summarize our takeaways from Zijin, Chalco, Hongqiao, CMOC, CGN Mining, copper expert, tungsten & uranium expert (see inner pages for details). Aluminum – supply tightness, high margin persists Aluminum dema ...