2026年全球铜预计_老虎社区_美港股上老虎

春天风云

02-20

2026年全球铜预计16万吨缺口，2030年AI+新能源贡献新增需求40%+；供给端品位下滑、扩产慢。

这是AI+能源转型双轮驱动的结构性长逻辑，不是短期炒作；但铜价会受宏观、库存、政策影响大幅波动

美伊局势动荡！投资机会有哪些？

特朗普不排除对伊朗动武，原油大反弹、盘中一度涨约4%，收创七个月新高；金银拉升，盘中黄金涨超1%、期银涨超8%、均创近一个月新高；2月金银两位数高涨。【大家觉得目前能源、贵金属、原油类资产将会如何演绎？你的交易策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":534617448023160,"tweetId":"534617448023160","gmtCreate":1771542725977,"gmtModify":1771542728920,"author":{"id":4133509870428530,"idStr":"4133509870428530","authorId":4133509870428530,"authorIdStr":"4133509870428530","name":"春天风云","avatar":"https://static.tigerbbs.com/b6bd9ab379a83fc9ea30fd7d42fb2b51","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":14,"starInvestorFlag":false},"themes":[{"themeId":"c7beb8c494764725b3b94f2f414bb12c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"美伊局势动荡！投资机会有哪些？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c7beb8c494764725b3b94f2f414bb12c}&rnconfig={\"headerBarHidden\": true}","description":"特朗普不排除对伊朗动武，原油大反弹、盘中一度涨约4%，收创七个月新高；金银拉升，盘中黄金涨超1%、期银涨超8%、均创近一个月新高；2月金银两位数高涨。【大家觉得目前能源、贵金属、原油类资产将会如何演绎？你的交易策略是？】","image":"https://static.tigerbbs.com/9cbf18f7a1c154ab922cf947be106842"}],"images":[],"coverImages":[],"html":"<html><head></head><body>2026年全球铜预计16万吨缺口，2030年AI+新能源贡献新增需求40%+；供给端品位下滑、扩产慢。 \n \n \n \n 这是AI+能源转型双轮驱动的结构性长逻辑，不是短期炒作；但铜价会受宏观、库存、政策影响大幅波动</body></html>","htmlText":"<html><head></head><body>2026年全球铜预计16万吨缺口，2030年AI+新能源贡献新增需求40%+；供给端品位下滑、扩产慢。 \n \n \n \n 这是AI+能源转型双轮驱动的结构性长逻辑，不是短期炒作；但铜价会受宏观、库存、政策影响大幅波动</body></html>","text":"2026年全球铜预计16万吨缺口，2030年AI+新能源贡献新增需求40%+；供给端品位下滑、扩产慢。 这是AI+能源转型双轮驱动的结构性长逻辑，不是短期炒作；但铜价会受宏观、库存、政策影响大幅波动","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/534617448023160","repostId":0,"isVote":1,"tweetType":1,"viewCount":829,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":168,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/534617448023160"}