<p><img src="https://imageproxy.pbkrs.com/https://cdn.pixabay.com/photo/2017/08/25/23/29/wire-2681887_960_720.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="960" height="540" original-src="https://imageproxy.pbkrs.com/https://cdn.pixabay.com/photo/2017/08/25/23/29/wire-2681887_960_720.jpg"/></p>
<p><em>图片来源：Pixabay</em></p>
<p>铜价在周五继续强劲上涨，在上海和纽约创下历史新高。在中国，铜价突破了每吨 14,000 美元的重要阻力位，而期货合约在 Comex 上涨至 5.7 美元。</p>
<p>本文探讨了铜价强劲上涨的一些原因，以及在 2026 年即将到来之际值得购买的最佳铜股票。</p>
<h2>铜价为何处于强劲上涨阶段</h2>
<p>铜价上涨的当前阶段始于几个月前，当时唐纳德·特朗普宣布对进口到美国的金属征收高额关税。</p>
<p>特朗普后来排除了大部分金属的征税。然而，这一决定将在未来一年内进行审查，这意味着价格可能会在这一决定之前继续上涨。</p>
<p>最重要的是，过去几个月铜价的上涨是由于供需动态的变化。分析师预计，随着需求持续上升，行业将保持供给短缺。</p>
<p>由于电气化趋势的持续，铜的需求激增，能源需求不断上升。这一需求主要来自电动车和数据中心。</p>
<p>铜价的持续上涨也与金属超级周期有关，银、金、铂和钯等商品的价格均上涨了两位数。</p>
<h2>2026 年值得购买的最佳铜股票</h2>
<p>铜价的上涨将使行业内的公司受益，这些公司将经历更高的需求。值得购买的一些铜股票包括 Freeport-McMoRan、BHP 集团、Glencore、南方铜业和力拓。</p>
<h3>Freeport-McMoRan (FCX)</h3>
<p>如果铜价继续上涨，Freeport-McMoRan 将是值得购买的最佳铜股票之一。它是一家几乎纯粹的铜矿公司，市值超过 750 亿美元。它在美国、秘鲁和印度尼西亚开展业务。</p>
<p>FCX 的业务在过去几年中不断增长，年收入从 2015 年的 146 亿美元飙升至过去 12 个月的 260 亿美元以上。它也成为了一家高盈利的公司，过去 12 个月的利润超过 20 亿美元。</p>
<p>随着铜价的上涨和势头的增强，这一增长在未来几个月可能会加速。</p>
<h3>南方铜业 (SO)</h3>
<p>南方铜业是另一家值得购买的顶级铜股票。它是一家大型公司，在秘鲁和墨西哥的矿山中生产超过 100 万吨铜。</p>
<p>与 FCX 类似，南方铜业的业务在过去十年中增长显著，收入从 2015 年的 174.8 亿美元上升至过去 12 个月的 269 亿美元，利润跃升至超过 42 亿美元。</p>
<p>南方铜业的股价从今年的最高点下跌了约 13%，因为公司宣布了一项增资计划。由于其收益未能达到预期，股价也有所下跌。</p>
<p>因此，最可能的情况是 SO 股价反弹，并可能在未来几个月达到年内最高点。</p>
<h3>BHP 集团 (BHP)</h3>
<p>BHP 集团是全球最大的矿业公司，也是另一只值得购买和持有的优质铜股票。它在智利和澳大利亚等地区生产超过 186 万吨铜。</p>
<p>BHP 的股价在过去 12 个月中上涨了 23%，反弹可能会继续。除了在铜行业中占据重要地位外，该公司还开采铁矿石和煤炭。</p>
<p>还有其他一些关键的铜股票值得关注。例如，安哥拉美洲是一只不错的购买选择，因为它正在寻求收购 Teck Resources。其他值得考虑的潜在股票包括 Antofagasta、Hudbay Minerals 和力拓。</p>
<hr/>
<p><em>更多来自此作者的文章：</em></p>
<p>欧元区经济在降息后：投资者在 2026 年需要了解的事项</p>
<p>Herbalife 股价在 2025 年反弹：这一涨势会持续吗？</p>
<p>展望 2026 年：为何超大规模企业无法在不输掉人工智能战争的情况下减缓支出</p>

南方铜业

<p>铜价因供需动态和电气化趋势而飙升，达到历史新高。分析师建议投资于如 Freeport-McMoRan、南方铜业和 BHP 集团等铜股票，这些公司有望从需求增加中受益。牛市的推动因素包括关税和金属超级周期，未来价格仍有继续上涨的潜力</p>

<p><img src="https://imageproxy.pbkrs.com/https://cdn.pixabay.com/photo/2017/08/25/23/29/wire-2681887_960_720.jpg" alt="" original-src="https://cdn.pixabay.com/photo/2017/08/25/23/29/wire-2681887_960_720.jpg"/></p>
<p><em>Image Source: Pixabay</em></p>
<div class="lb-trans"><p><em>图片来源：Pixabay</em></p>
</div><p>Copper price continued its strong bull run on Friday, reaching its highest point on record in Shanghai and New York. It crossed the important resistance at $14,000 a ton in China, while futures contracts jumped to $5.7 at the Comex.</p>
<div class="lb-trans"><p>铜价在周五继续强劲上涨，在上海和纽约创下历史新高。在中国，铜价突破了每吨 14,000 美元的重要阻力位，而期货合约在 Comex 上涨至 5.7 美元。</p>
</div><p>This article explores some of the reasons why copper prices are in a strong bull run and the best copper stocks to buy as we head into 2026.</p>
<div class="lb-trans"><p>本文探讨了铜价强劲上涨的一些原因，以及在 2026 年即将到来之际值得购买的最佳铜股票。</p>
</div><h2>Why the copper price is in a strong bull run</h2>
<div class="lb-trans"><h2>铜价为何处于强劲上涨阶段</h2>
</div><p>The current phase of the copper price bull run started a few months ago when Donald Trump announced big tariffs on the metal imported to the United States.</p>
<div class="lb-trans"><p>铜价上涨的当前阶段始于几个月前，当时唐纳德·特朗普宣布对进口到美国的金属征收高额关税。</p>
</div><p>Trump later on excluded most of the metal from levies. However, the decision will be in review in the coming year, meaning that the prices may keep going up towards that decision.</p>
<div class="lb-trans"><p>特朗普后来排除了大部分金属的征税。然而，这一决定将在未来一年内进行审查，这意味着价格可能会在这一决定之前继续上涨。</p>
</div><p>Most importantly, copper has jumped in the past few months because of the supply and demand dynamics. Analysts anticipate that the industry will remain in a supply deficit as demand continues soaring.</p>
<div class="lb-trans"><p>最重要的是，过去几个月铜价的上涨是由于供需动态的变化。分析师预计，随着需求持续上升，行业将保持供给短缺。</p>
</div><p>Copper demand has jumped because of the ongoing electrification trend as energy needs rise. Most of this energy demand is coming from electric vehicles and data centers.</p>
<div class="lb-trans"><p>由于电气化趋势的持续，铜的需求激增，能源需求不断上升。这一需求主要来自电动车和数据中心。</p>
</div><p>The ongoing copper price surge is also because of the metal supercycle, with items like silver, gold, platinum, and palladium rising by double digits.</p>
<div class="lb-trans"><p>铜价的持续上涨也与金属超级周期有关，银、金、铂和钯等商品的价格均上涨了两位数。</p>
</div><h2>Best copper stocks to buy in 2026</h2>
<div class="lb-trans"><h2>2026 年值得购买的最佳铜股票</h2>
</div><p>The rising copper price will benefit companies in the industry that will experience higher demand. Some of these copper stocks to buy are Freeport-McMoRan, BHP Group, Glencore, Southern Copper, and Rio Tinto.</p>
<div class="lb-trans"><p>铜价的上涨将使行业内的公司受益，这些公司将经历更高的需求。值得购买的一些铜股票包括 Freeport-McMoRan、BHP 集团、Glencore、南方铜业和力拓。</p>
</div><h3>Freeport-McMoRan (FCX)</h3>
<div class="lb-trans"><h3>Freeport-McMoRan (FCX)</h3>
</div><p>Freeport-McMoRan is one of the best copper stocks to buy if the prices continue their bull run. It is a nearly pure-play copper mining company with a market capitalization of over $75 billion. It has operations in the United States, Peru, and Indonesia.</p>
<div class="lb-trans"><p>如果铜价继续上涨，Freeport-McMoRan 将是值得购买的最佳铜股票之一。它是一家几乎纯粹的铜矿公司，市值超过 750 亿美元。它在美国、秘鲁和印度尼西亚开展业务。</p>
</div><p>FCX’s business has been growing in the past few years, with the annual revenue soaring from $14.6 billion in 2015 to over $26 billion in the trailing twelve months (TTM). It has also become a highly profitable company, with its TTM moving to over $2 billion.</p>
<div class="lb-trans"><p>FCX 的业务在过去几年中不断增长，年收入从 2015 年的 146 亿美元飙升至过去 12 个月的 260 亿美元以上。它也成为了一家高盈利的公司，过去 12 个月的利润超过 20 亿美元。</p>
</div><p>This growth will likely accelerate in the coming months as copper prices jump and gain momentum.</p>
<div class="lb-trans"><p>随着铜价的上涨和势头的增强，这一增长在未来几个月可能会加速。</p>
</div><h3>Southern Copper (SO)</h3>
<div class="lb-trans"><h3>南方铜业 (SO)</h3>
</div><p>Southern Copper is another top copper stock to buy. It is a large company producing over 1 million metric tons of copper in mines in Peru and Mexico.</p>
<div class="lb-trans"><p>南方铜业是另一家值得购买的顶级铜股票。它是一家大型公司，在秘鲁和墨西哥的矿山中生产超过 100 万吨铜。</p>
</div><p>Like FCX, Southern Copper’s business has grown in the last decade, with its revenue rising from $17.48 billion in 2015 to $26.9 billion in the TTM and its profit jumping to over $4.2 billion.</p>
<div class="lb-trans"><p>与 FCX 类似，南方铜业的业务在过去十年中增长显著，收入从 2015 年的 174.8 亿美元上升至过去 12 个月的 269 亿美元，利润跃升至超过 42 亿美元。</p>
</div><p>The Southern Copper stock price has dropped by ~13% from its highest point this year as the company announced a plan to raise equity. It also dropped as its earnings came short of expectations.</p>
<div class="lb-trans"><p>南方铜业的股价从今年的最高点下跌了约 13%，因为公司宣布了一项增资计划。由于其收益未能达到预期，股价也有所下跌。</p>
</div><p>Therefore, the most likely scenario is where the SO stock price rebounds and possibly hits the year-to-date high in the coming months.</p>
<div class="lb-trans"><p>因此，最可能的情况是 SO 股价反弹，并可能在未来几个月达到年内最高点。</p>
</div><h3>BHP Group (BHP)</h3>
<div class="lb-trans"><h3>BHP 集团 (BHP)</h3>
</div><p>BHP Group, the biggest mining company globally, is another good copper stock to buy and hold. It produces over 1.86 million metric tons of copper in areas like Chile and Australia.</p>
<div class="lb-trans"><p>BHP 集团是全球最大的矿业公司，也是另一只值得购买和持有的优质铜股票。它在智利和澳大利亚等地区生产超过 186 万吨铜。</p>
</div><p>BHP stock price has jumped by 23% in the last 23% in the previous 12 12 months, and the rebound may continue. In addition to being a major player in the copper industry, the company also mines iron ore and coal.</p>
<div class="lb-trans"><p>BHP 的股价在过去 12 个月中上涨了 23%，反弹可能会继续。除了在铜行业中占据重要地位外，该公司还开采铁矿石和煤炭。</p>
</div><p>There are other key copper stocks to watch. For example, Anglo American is a good buy as it seeks to buy Teck Resources. Other potential names to consider are Antofagasta, Hudbay Minerals, and Rio Tinto.</p>
<div class="lb-trans"><p>还有其他一些关键的铜股票值得关注。例如，安哥拉美洲是一只不错的购买选择，因为它正在寻求收购 Teck Resources。其他值得考虑的潜在股票包括 Antofagasta、Hudbay Minerals 和力拓。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的文章：</em></p>
</div><p>EU Economy After Rate Cuts: What Investors Need To Know In 2026</p>
<div class="lb-trans"><p>欧元区经济在降息后：投资者在 2026 年需要了解的事项</p>
</div><p>Herbalife Stock Price Rebounded In 2025: Will The Rally Continue?</p>
<div class="lb-trans"><p>Herbalife 股价在 2025 年反弹：这一涨势会持续吗？</p>
</div><p>Looking Ahead To 2026: Why Hyperscalers Can’t Slow Spending Without Losing The AI War</p>
<div class="lb-trans"><p>展望 2026 年：为何超大规模企业无法在不输掉人工智能战争的情况下减缓支出</p>
</div>

随着铜价持续上涨，值得购买的最佳铜股票