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@话题虎：AI的尽头是电力，电力的尽头是铜？！2026铜矿全指南，你看好哪家机会？

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class=\"teditor-mention\" data-mention-name=\"麦克莫兰铜金\" href=\"https://laohu8.com/S/FCX\">$麦克莫兰铜金(FCX)$</a> , <a data-mention-id=\"SCCO\" class=\"teditor-mention\" data-mention-name=\"南方铜业\" href=\"https://laohu8.com/S/SCCO\">$南方铜业(SCCO)$</a> , <a data-mention-id=\"TECK\" class=\"teditor-mention\" data-mention-name=\"泰克资源有限公司\" href=\"https://laohu8.com/S/TECK\">$泰克资源有限公司(TECK)$</a> 等，收入高度依赖铜价，弹性直接；</p>\n<p>第二梯队，电网+基建， <a data-mention-id=\"ETN\" class=\"teditor-mention\" data-mention-name=\"伊顿\" href=\"https://laohu8.com/S/ETN\">$伊顿(ETN)$</a> , <a data-mention-id=\"PWR\" class=\"teditor-mention\" data-mention-name=\"广达公司\" href=\"https://laohu8.com/S/PWR\">$广达公司(PWR)$</a> ，AI基础设施用电扩张的受益者；</p>\n<p>第三梯队，资源老大哥 <a data-mention-id=\"BHP\" class=\"teditor-mention\" data-mention-name=\"必和必拓公司\" href=\"https://laohu8.com/S/BHP\">$必和必拓公司(BHP)$</a> , <a data-mention-id=\"RIO\" class=\"teditor-mention\" data-mention-name=\"力拓\" href=\"https://laohu8.com/S/RIO\">$力拓(RIO)$</a> ，不仅有铜，还有铁矿石、镍等具有一定定价权的大型矿业集团；</p>\n<p>第四梯队，想要博取高风险高收益的，可以选择 <a data-mention-id=\"IE\" class=\"teditor-mention\" data-mention-name=\"Ivanhoe Electric Inc.\" href=\"https://laohu8.com/S/IE\">$Ivanhoe Electric Inc.(IE)$</a> 等勘探公司，或者最后直接“一揽子计划”-铜矿ETF <a data-mention-id=\"COPX\" class=\"teditor-mention\" data-mention-name=\"铜矿ETF-Global X\" href=\"https://laohu8.com/S/COPX\">$铜矿ETF-Global X(COPX)$</a></p>\n<p></p>\n<p>各位小虎们，大家觉得：</p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">“AI的尽头是电力，电力的尽头是铜”，这个投资逻辑是否成立？以上公司，有布局机会吗？<span class=\"teditor-emoji\">[你懂的]</span></span></strong></p>\n<p></p>\n<p><strong>评论区分享你的观点或操作，一起赢取1000虎币奖励！</strong></p>\n<p></p>\n<p></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><blockquote>\n <p><strong>看到有私募基金经理，是这样归纳市场主线的：美国缺电力、中国缺芯片，全球缺存储，央行缺黄金。</strong></p>\n</blockquote>\n<p>而电力的尽头，是2月以来被疯狂点名的铜——AI需要电，而大规模铺设电网则需要铜缆、铜线，根据S&amp;P Global最新报告，到2026年全球铜供应缺口将进一步拉大，美国正在大规模的囤积铜。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3035585e007887504ff316fa17e7ea5\" tg-width=\"853\" tg-height=\"1280\"></p>\n<p>基于以上观点，列出了相应的“铜”相关的投资标的：<span class=\"teditor-emoji\">[暗中观察]</span></p>\n<p>第一梯队，纯铜矿巨头 <a data-mention-id=\"FCX\" class=\"teditor-mention\" data-mention-name=\"麦克莫兰铜金\" href=\"https://laohu8.com/S/FCX\">$麦克莫兰铜金(FCX)$</a> , <a data-mention-id=\"SCCO\" class=\"teditor-mention\" data-mention-name=\"南方铜业\" href=\"https://laohu8.com/S/SCCO\">$南方铜业(SCCO)$</a> , <a data-mention-id=\"TECK\" class=\"teditor-mention\" data-mention-name=\"泰克资源有限公司\" href=\"https://laohu8.com/S/TECK\">$泰克资源有限公司(TECK)$</a> 等，收入高度依赖铜价，弹性直接；</p>\n<p>第二梯队，电网+基建， <a data-mention-id=\"ETN\" class=\"teditor-mention\" data-mention-name=\"伊顿\" href=\"https://laohu8.com/S/ETN\">$伊顿(ETN)$</a> , <a data-mention-id=\"PWR\" class=\"teditor-mention\" data-mention-name=\"广达公司\" href=\"https://laohu8.com/S/PWR\">$广达公司(PWR)$</a> ，AI基础设施用电扩张的受益者；</p>\n<p>第三梯队，资源老大哥 <a data-mention-id=\"BHP\" class=\"teditor-mention\" data-mention-name=\"必和必拓公司\" href=\"https://laohu8.com/S/BHP\">$必和必拓公司(BHP)$</a> , <a data-mention-id=\"RIO\" class=\"teditor-mention\" data-mention-name=\"力拓\" href=\"https://laohu8.com/S/RIO\">$力拓(RIO)$</a> ，不仅有铜，还有铁矿石、镍等具有一定定价权的大型矿业集团；</p>\n<p>第四梯队，想要博取高风险高收益的，可以选择 <a data-mention-id=\"IE\" class=\"teditor-mention\" data-mention-name=\"Ivanhoe Electric Inc.\" href=\"https://laohu8.com/S/IE\">$Ivanhoe Electric Inc.(IE)$</a> 等勘探公司，或者最后直接“一揽子计划”-铜矿ETF <a data-mention-id=\"COPX\" class=\"teditor-mention\" data-mention-name=\"铜矿ETF-Global X\" href=\"https://laohu8.com/S/COPX\">$铜矿ETF-Global X(COPX)$</a></p>\n<p></p>\n<p>各位小虎们，大家觉得：</p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">“AI的尽头是电力，电力的尽头是铜”，这个投资逻辑是否成立？以上公司，有布局机会吗？<span class=\"teditor-emoji\">[你懂的]</span></span></strong></p>\n<p></p>\n<p><strong>评论区分享你的观点或操作，一起赢取1000虎币奖励！</strong></p>\n<p></p>\n<p></p>\n<p></p></body></html>","text":"看到有私募基金经理，是这样归纳市场主线的：美国缺电力、中国缺芯片，全球缺存储，央行缺黄金。 而电力的尽头，是2月以来被疯狂点名的铜——AI需要电，而大规模铺设电网则需要铜缆、铜线，根据S&P Global最新报告，到2026年全球铜供应缺口将进一步拉大，美国正在大规模的囤积铜。 基于以上观点，列出了相应的“铜”相关的投资标的：[暗中观察] 第一梯队，纯铜矿巨头 $麦克莫兰铜金(FCX)$ , $南方铜业(SCCO)$ , $泰克资源有限公司(TECK)$ 等，收入高度依赖铜价，弹性直接； 第二梯队，电网+基建， $伊顿(ETN)$ , $广达公司(PWR)$ ，AI基础设施用电扩张的受益者； 第三梯队，资源老大哥 $必和必拓公司(BHP)$ , $力拓(RIO)$ ，不仅有铜，还有铁矿石、镍等具有一定定价权的大型矿业集团； 第四梯队，想要博取高风险高收益的，可以选择 $Ivanhoe Electric Inc.(IE)$ 等勘探公司，或者最后直接“一揽子计划”-铜矿ETF $铜矿ETF-Global X(COPX)$ 各位小虎们，大家觉得： “AI的尽头是电力，电力的尽头是铜”，这个投资逻辑是否成立？以上公司，有布局机会吗？[你懂的] 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