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@等也是一种策略如何等在哪里等：高盛报告官宣了，AI时代的新石油就是铜。 ai公司更迭太快，基建用铜最稳，我罗列了一下押注的方式： 1. 铜ETF 推荐标的：Global X Copper Miners ETF (COPX)、United States Copper Index Fund (CPER)、iShares MSCI Global Metals & Mining (PICK)。 AI数据中心每年新增40万吨铜需求，直接推升铜价。流动性高、费用低（0.5-1%）、无需选股。 2. 铜矿巨头股票推荐标的：Freeport-McMoRan (FCX)、Southern Copper (SCCO)、BHP Group (BHP)、Rio Tinto (RIO)。投资大型铜生产商，红利来了头部先吃香。稳定分红（收益率3-5%）、杠杆效应（铜价涨10%，股价可涨20%）。 3. 小型铜勘探公司推荐标的：Northern Dynasty Minerals Ltd (NAK)、Ivanhoe Electric Inc (IE)、Teck Resources (TECK)。押注新矿发现，以往案例中奖就是5-7倍。高回报潜力，并购机会多。 3. 铜期货推荐标的：COMEX铜期货（HG合约）通过芝商所（CME）铜期货合约，直接押注铜价，AI热潮预计推铜价至1.2万美元/吨。高杠杆（小资金撬动大额）、有效对冲通胀。

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