2026年全球铜预计_老虎社区_美港股上老虎

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

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