中国金属活动追踪_若中国需求启动，局面将变得有趣……-China Metals Activity Tracker_ If China demand starts to fire, this could get interesting......

J P M O R G A N Europe Equity Research 26 January 2026 China Metals Activity Tracker If China demand starts to fire, this could get interesting……. Bloomberg reports that global Mining equities are on the cusp of a new Supercycle, as AI boosts demand for metals (link). BBG reports "Mining stocks have quietly moved from being a boring defensive sleeve to an essential portfolio anchor - one of the few sectors positioned to capture both shifting monetary policy dynamics and an increasingly volatile geopolitical ...