銅價飆升引發市場熱議,電動車與AI需求推動未來四年銅價上揚:第一銅、台光電、聯茂、台燿

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原油交易之神預期未來四年內銅價每公噸將上看 4 萬美元〉

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今年以來銅價已大漲逾 2 成並創下新高,因供應無法滿足需求,有「原油交易之神」之稱的法國對沖基金經理人安德蘭預期,未來四年內銅價每公噸將上看 4 萬美元,指出電動車、太陽能、風力發電等全球電氣化,加上軍用和數據中心等讓銅需求量倍增。從 AI 到能源轉型各方面都需要大量銅,國際能源論壇的研究也顯示未來 30 年銅礦開採量將達目前累計開採量的 155%,如果要滿足全球電動車需求還需再增加 55%,反映了銅的需求強勁。

https://news.cnyes.com/news/id/5582377

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