<p>不包括能源的商品指數剛剛飆升至新的歷史高點，超過了 2011 年設定的先前峯值，表明原材料的上漲遠遠超出了霍爾木茲海峽的原油干擾。</p>
<p>彭博商品指數（不包括能源）本週突破 155，突破了 2011 年的高點，約比其 40 周移動平均線高出 13%。</p>
<p>該指數追蹤工業金屬、貴金屬和農業部門——所有最終進入電纜、太陽能電池板、數據中心冷卻循環或肥料袋的材料。</p>
<p>這是一個沒有原油的記錄。這個變化是結構性的。它直接與人工智能競賽相連。</p>
<p>“儘管自伊朗衝突開始以來，能源市場吸引了大部分注意力，但今年更廣泛的商品市場的強勁表現同樣引人注目，” LPL Financial 的首席技術策略師 <strong>亞當·特恩奎斯特</strong> 在一封電子郵件中表示。</p>
<h2>銅是關鍵</h2>
<p>特恩奎斯特在週二的研究報告中指出了這一突破，並將其與一系列驅動因素聯繫起來，這些因素與 2011 年的新興市場再通脹交易幾乎沒有相似之處。</p>
<p>供應緊張。中國的銀出口限制。太陽能。人工智能數據中心。電動汽車。由於對電池和能源存儲的需求加速，碳酸鋰今年已上漲超過一倍。</p>
<p>銅價因特恩奎斯特所稱的 “與人工智能數據中心建設和電氣化趨勢相關的消費增長” 而攀升至歷史新高。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/13150822/image-351-1024x568.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/13150822/image-351-1024x568.png"/></p>
<p>COMEX 上的銅期貨——由 <strong>美國銅指數基金 ETV</strong>（NYSE: CPER）密切跟蹤——週三交易價格超過每磅 6.64 美元，創下新的歷史高點。</p>
<p>倫敦金屬交易所的銅價達到每噸 14,196.50 美元，距離其 14,527.50 美元的紀錄僅一步之遙。</p>
<p>該金屬今年迄今上漲約 16%，同比上漲 43%，連續第八天上漲。</p>
<p>供應衝擊是真實存在的。霍爾木茲海峽的關閉破壞了海運硫酸貿易。事實證明，硫酸是銅礦工在堆浸中提取金屬所需的。</p>
<p>中東幾乎供應了全球一半的海運硫酸市場。</p>
<p>2026 年第一季度，智利的銅產量與去年相比下降了約 6%。中國已禁止硫酸出口，至少持續到 12 月。</p>
<p><strong>自由港 - 麥克莫蘭公司</strong>（NYSE: FCX）的格拉斯伯格礦是世界第二大銅礦，自去年 9 月的山體滑坡以來仍未滿負荷運轉。該公司預計到 2027 年底才能恢復滿負荷生產。</p>
<p>但需求方面才是人工智能故事的核心。</p>
<p><strong>另請閲讀：</strong>
<strong>SanDisk 和 Micron 已經走過了他們的巔峯——這個新的 “光子學” ETF 內部有 15 只三位數收益的股票</strong></p>
<h2>銅的 “新時代”</h2>
<p><strong>凱瑟琳·奎克</strong>，<strong>自由港 - 麥克莫蘭公司</strong> 的總裁兼首席執行官，本週在美國銀行的全球金屬、礦業與鋼鐵會議上發言，稱銅現在進入了一個與電力需求相關的 “新時代”——電氣化、人工智能數據中心和電網投資。</p>
<p>奎克表示，自 2007 年收購菲爾普斯 - 道奇以來，自由港一直對銅持樂觀態度，最初是押注於中國的城市化。</p>
<p>改變的是需求的積累。</p>
<p>“FCX 認為自己在當前生產和綠地項目方面都處於良好位置，” 美國銀行分析師 <strong>傑森·費爾克勞</strong> 表示。</p>
<p>自由港並不孤單。花旗的策略師在週一的一份報告中寫道，“自 2022 年以來，幾乎所有銅需求的增長都來自能源轉型和與人工智能相關的來源。”</p>
<p>人工智能需求背後的數學並不複雜。一個人工智能數據中心消耗的銅是傳統數據中心的三倍，超大規模設施每個可達 50,000 噸。</p>
<p><strong>OpenAI Inc.</strong> 的 5000 億美元星際計劃，以及 <strong>微軟公司</strong>（NASDAQ: MSFT）、<strong>谷歌母公司 Alphabet Inc</strong>（NASDAQ: GOOGL）、<strong>Meta Platforms Inc</strong>（NASDAQ: META）和 <strong>亞馬遜公司</strong>（NASDAQ: AMZN）的資本支出承諾，都面臨同樣的限制：每千瓦的新計算能力需要母線、開關設備、變壓器和電纜。</p>
<p>到 2030 年，與人工智能相關的銅消費可能超過每年 500,000 公噸，幾乎佔當前全球礦山產量的 2%。</p>
<p>預計 2026 年的礦山供應增長為 1.4%。</p>
<h2>白銀的上漲更為迅猛</h2>
<p>白銀——由 <strong>iShares 白銀信託</strong>（NYSE: SLV）密切跟蹤——同比上漲 166%，年初至今上漲 23%，交易價格接近每盎司 87.85 美元。</p>
<p>推動因素不是美聯儲降息的猜測，而是工業需求。</p>
<p>目前約 60% 的白銀消費是工業用途。預計到 2026 年，太陽能光伏面板將消耗 1.2 億到 1.25 億盎司的白銀。</p>
<p>人工智能硬件、電動汽車、電力電子和高密度數據中心組件正在增加負擔。</p>
<p>白銀研究所預計今年將出現 670 萬盎司的供應短缺，這是連續第五年出現赤字。</p>
<p>今年早些時候宣佈的中國出口限制加劇了這一緊縮。</p>
<p>鉑金同比上漲 119%。碳酸鋰上漲 189%。氫氧化鈷上漲 88%。這些並不是避險交易。</p>
<p>它們是對半導體供應鏈、電網和支持人工智能計算農場的電池存儲材料的瓶頸交易。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/13151039/image-352-1024x568.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/13151039/image-352-1024x568.png"/></p>
<h2>這對投資者意味着什麼</h2>
<p>宏觀鏈條清晰可見：人工智能資本支出正在加速。</p>
<p>人工智能資本支出需要前所未有的銅、銀、鋁和稀土的數量。供應受到霍爾木茲海峽的瓶頸、結構性投資不足、中國出口限制和礦石品位下降的制約。</p>
<p>價格上漲。製造、建築、運輸和食品生產的輸入成本也隨之上升。</p>
<p>Turnquist 警告説，如果突破持續，“工業金屬、貴金屬和農產品的價格上漲——不僅僅是石油——可能會通過提高製造、建築、運輸和食品生產的輸入成本，造成更廣泛的通貨膨脹壓力。這種動態可能會使通貨膨脹在未來幾個月更難以緩解，即使能源價格最終穩定。”</p>
<p>美國生產者價格在四月份上漲了 1.4%，是自 2022 年三月以來最大的月度漲幅，整體指數同比上漲 6.0%，是自 2022 年十二月以來的最高水平。</p>
<p>如果人工智能是新的電力，那麼銅就是新的石油。銀是新的導體。鋰是新的汽油。</p>
<p>而那些競相構建人工智能經濟物理層的公司——<strong>Nvidia Corp.</strong> (NASDAQ: NVDA)、超大規模雲計算公司、芯片製造廠和公用事業公司——都在爭奪同一有限的原材料。</p>
<p><strong>另請閲讀：</strong>
<strong>美光剛剛獲得 950 美元的新價格標籤：美銀還提高了其他 4 只人工智能芯片股票的評級</strong></p>
<p><em>圖片來源：Shutterstock</em></p>

南方銅業

江西銅業

<p>彭博社的一個不包括能源的商品指數已達到歷史新高，這一增長受到人工智能競賽的推動。該指數超過了 2011 年的峯值，工業金屬和貴金屬，特別是銅和銀，做出了顯著貢獻。由於人工智能數據中心和電氣化趨勢的需求上升，銅價飆升，而銀的工業使用量也大幅增加。供應限制，包括出口限制和生產問題，進一步加大了對這些金屬的需求，表明商品市場正在發生結構性變化</p>

<p>An index of commodities excluding energy has just soared to a fresh record high, surpassing the prior peak set in 2011 and signaling that the raw materials rally extends far beyond the crude oil disruption at the Strait of Hormuz.</p>
<div class="lb-trans"><p>不包括能源的商品指數剛剛飆升至新的歷史高點，超過了 2011 年設定的先前峯值，表明原材料的上漲遠遠超出了霍爾木茲海峽的原油干擾。</p>
</div><p>The Bloomberg Commodity Index ex-Energy topped 155 levels this week, breaking out above its 2011 high and sitting roughly 13% above its 40-week moving average.</p>
<div class="lb-trans"><p>彭博商品指數（不包括能源）本週突破 155，突破了 2011 年的高點，約比其 40 周移動平均線高出 13%。</p>
</div><p>The index tracks industrial metals, precious metals, and the agricultural sector — everything that ends up inside a power cable, a solar panel, a data center cooling loop, or a fertilizer bag.</p>
<div class="lb-trans"><p>該指數追蹤工業金屬、貴金屬和農業部門——所有最終進入電纜、太陽能電池板、數據中心冷卻循環或肥料袋的材料。</p>
</div><p>It is a record set without crude oil. The move is structural. And it is wired directly into the AI race.</p>
<div class="lb-trans"><p>這是一個沒有原油的記錄。這個變化是結構性的。它直接與人工智能競賽相連。</p>
</div><p>“While energy markets have captured most of the attention since the start of the Iran conflict, strength across the broader commodity complex has been equally notable this year,” said <strong>Adam Turnquist</strong>, chief technical strategist for LPL Financial, in an emailed note.</p>
<div class="lb-trans"><p>“儘管自伊朗衝突開始以來，能源市場吸引了大部分注意力，但今年更廣泛的商品市場的強勁表現同樣引人注目，” LPL Financial 的首席技術策略師 <strong>亞當·特恩奎斯特</strong> 在一封電子郵件中表示。</p>
</div><h2>Copper Is The Tell</h2>
<div class="lb-trans"><h2>銅是關鍵</h2>
</div><p>Turnquist flagged the breakout in a research note on Tuesday and linked it to a list of drivers that bear little resemblance to the 2011 emerging-market reflation trade.</p>
<div class="lb-trans"><p>特恩奎斯特在週二的研究報告中指出了這一突破，並將其與一系列驅動因素聯繫起來，這些因素與 2011 年的新興市場再通脹交易幾乎沒有相似之處。</p>
</div><p>Tight supply. Chinese silver export restrictions. Solar. AI data centers. Electric vehicles. Lithium carbonate has more than doubled this year due to accelerating demand for batteries and energy storage.</p>
<div class="lb-trans"><p>供應緊張。中國的銀出口限制。太陽能。人工智能數據中心。電動汽車。由於對電池和能源存儲的需求加速，碳酸鋰今年已上漲超過一倍。</p>
</div><p>Copper has climbed to record highs on what Turnquist called “rising consumption tied to AI data center buildouts and electrification trends.”</p>
<div class="lb-trans"><p>銅價因特恩奎斯特所稱的 “與人工智能數據中心建設和電氣化趨勢相關的消費增長” 而攀升至歷史新高。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/13150822/image-351-1024x568.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/13150822/image-351-1024x568.png"/></p>
<p>Copper futures on COMEX — as closely tracked by the <strong>United States Copper Index Fund ETV</strong> (NYSE: CPER) — traded above $6.64 a pound on Wednesday, a fresh all-time high.</p>
<div class="lb-trans"><p>COMEX 上的銅期貨——由 <strong>美國銅指數基金 ETV</strong>（NYSE: CPER）密切跟蹤——週三交易價格超過每磅 6.64 美元，創下新的歷史高點。</p>
</div><p>London Metal Exchange copper hit $14,196.50 per ton, within touching distance of its $14,527.50 record.</p>
<div class="lb-trans"><p>倫敦金屬交易所的銅價達到每噸 14,196.50 美元，距離其 14,527.50 美元的紀錄僅一步之遙。</p>
</div><p>The metal is up roughly 16% year-to-date and 43% year-over-year, sitting on its eighth straight day of gains.</p>
<div class="lb-trans"><p>該金屬今年迄今上漲約 16%，同比上漲 43%，連續第八天上漲。</p>
</div><p>The supply shock is real. The Hormuz closure has fractured the seaborne sulfuric acid trade. Turns out, sulfuric acid is what copper miners use in heap leaching to extract metal from ore.</p>
<div class="lb-trans"><p>供應衝擊是真實存在的。霍爾木茲海峽的關閉破壞了海運硫酸貿易。事實證明，硫酸是銅礦工在堆浸中提取金屬所需的。</p>
</div><p>The Middle East supplies nearly half the world’s seaborne sulfuric acid market.</p>
<div class="lb-trans"><p>中東幾乎供應了全球一半的海運硫酸市場。</p>
</div><p>Chilean copper production already fell by roughly 6% in the first quarter of 2026 compared with the prior year. China has banned sulfuric acid exports through at least December.</p>
<div class="lb-trans"><p>2026 年第一季度，智利的銅產量與去年相比下降了約 6%。中國已禁止硫酸出口，至少持續到 12 月。</p>
</div><p><strong>Freeport–McMoRan Inc.</strong> (NYSE: FCX)‘s Grasberg, the world’s second-largest copper mine, is still operating below full capacity following last September’s landslide. The company does not expect it to be back at full tilt until late 2027.</p>
<div class="lb-trans"><p><strong>自由港 - 麥克莫蘭公司</strong>（NYSE: FCX）的格拉斯伯格礦是世界第二大銅礦，自去年 9 月的山體滑坡以來仍未滿負荷運轉。該公司預計到 2027 年底才能恢復滿負荷生產。</p>
</div><p>But the demand side is where the AI story lives.</p>
<div class="lb-trans"><p>但需求方面才是人工智能故事的核心。</p>
</div><p><strong>Read Also:</strong>
<strong>SanDisk And Micron Had Their Run – This New 'Photonics' ETF Has 15 Triple-Digit Gainers Inside</strong></p>
<div class="lb-trans"><p><strong>另請閲讀：</strong>
<strong>SanDisk 和 Micron 已經走過了他們的巔峯——這個新的 “光子學” ETF 內部有 15 只三位數收益的股票</strong></p>
</div><h2>A ‘New Era’ For Copper</h2>
<div class="lb-trans"><h2>銅的 “新時代”</h2>
</div><p><strong>Kathleen Quirk</strong>, president and CEO of <strong>Freeport-McMoRan Inc.</strong>, spoke at Bank of America’s Global Metals, Mining &amp; Steel conference in Miami this week and described copper as now in a “new era” tied to electricity demand — electrification, AI data centers, and grid investment.</p>
<div class="lb-trans"><p><strong>凱瑟琳·奎克</strong>，<strong>自由港 - 麥克莫蘭公司</strong> 的總裁兼首席執行官，本週在美國銀行的全球金屬、礦業與鋼鐵會議上發言，稱銅現在進入了一個與電力需求相關的 “新時代”——電氣化、人工智能數據中心和電網投資。</p>
</div><p>Quirk said Freeport acquired Phelps-Dodge in 2007 and has been positive on copper ever since, originally betting on China urbanization.</p>
<div class="lb-trans"><p>奎克表示，自 2007 年收購菲爾普斯 - 道奇以來，自由港一直對銅持樂觀態度，最初是押注於中國的城市化。</p>
</div><p>What changed is the demand pile-up.</p>
<div class="lb-trans"><p>改變的是需求的積累。</p>
</div><p>“FCX sees itself as well-positioned both in terms of current production and the greenfield pipeline,” according to Bank of America analyst <strong>Jason Fairclough</strong>.</p>
<div class="lb-trans"><p>“FCX 認為自己在當前生產和綠地項目方面都處於良好位置，” 美國銀行分析師 <strong>傑森·費爾克勞</strong> 表示。</p>
</div><p>Freeport is not alone. Citi strategists wrote in a note Monday that “practically all copper demand growth since 2022 has come from energy transition and AI-related sources.”</p>
<div class="lb-trans"><p>自由港並不孤單。花旗的策略師在週一的一份報告中寫道，“自 2022 年以來，幾乎所有銅需求的增長都來自能源轉型和與人工智能相關的來源。”</p>
</div><p>The math behind the AI demand line is unsubtle. An AI data center consumes up to three times more copper than a traditional data center, with hyperscale facilities pulling as much as 50,000 tons each.</p>
<div class="lb-trans"><p>人工智能需求背後的數學並不複雜。一個人工智能數據中心消耗的銅是傳統數據中心的三倍，超大規模設施每個可達 50,000 噸。</p>
</div><p><strong>OpenAI Inc.</strong>‘s $500 billion Stargate initiative, along with capex commitments from <strong>Microsoft Corp</strong> (NASDAQ: MSFT), <strong>Alphabet Inc</strong> (NASDAQ: GOOGL), <strong>Meta Platforms Inc</strong> (NASDAQ: META), and <strong>Amazon.com Inc</strong> (NASDAQ: AMZN), all hit the same constraint: every gigawatt of new compute needs busbars, switchgear, transformers, and cabling.</p>
<div class="lb-trans"><p><strong>OpenAI Inc.</strong> 的 5000 億美元星際計劃，以及 <strong>微軟公司</strong>（NASDAQ: MSFT）、<strong>谷歌母公司 Alphabet Inc</strong>（NASDAQ: GOOGL）、<strong>Meta Platforms Inc</strong>（NASDAQ: META）和 <strong>亞馬遜公司</strong>（NASDAQ: AMZN）的資本支出承諾，都面臨同樣的限制：每千瓦的新計算能力需要母線、開關設備、變壓器和電纜。</p>
</div><p>By 2030, AI-related copper consumption could exceed 500,000 metric tons annually, nearly 2% of current global mine output.</p>
<div class="lb-trans"><p>到 2030 年，與人工智能相關的銅消費可能超過每年 500,000 公噸，幾乎佔當前全球礦山產量的 2%。</p>
</div><p>Mine supply growth for 2026 is estimated at 1.4%.</p>
<div class="lb-trans"><p>預計 2026 年的礦山供應增長為 1.4%。</p>
</div><h2>Silver Is Running Even Harder</h2>
<div class="lb-trans"><h2>白銀的上漲更為迅猛</h2>
</div><p>Silver – as closely tracked by the <strong>iShares Silver Trust</strong> (NYSE: SLV) – is up 166% year-over-year and 23% year-to-date, trading near $87.85 an ounce.</p>
<div class="lb-trans"><p>白銀——由 <strong>iShares 白銀信託</strong>（NYSE: SLV）密切跟蹤——同比上漲 166%，年初至今上漲 23%，交易價格接近每盎司 87.85 美元。</p>
</div><p>The driver is not Fed-cut speculation. It is industrial demand.</p>
<div class="lb-trans"><p>推動因素不是美聯儲降息的猜測，而是工業需求。</p>
</div><p>Roughly 60% of silver consumption is now industrial. Solar photovoltaic panels alone are projected to absorb 120 to 125 million ounces of silver in 2026.</p>
<div class="lb-trans"><p>目前約 60% 的白銀消費是工業用途。預計到 2026 年，太陽能光伏面板將消耗 1.2 億到 1.25 億盎司的白銀。</p>
</div><p>AI hardware, electric vehicles, power electronics, and high-density data center components are adding to the load.</p>
<div class="lb-trans"><p>人工智能硬件、電動汽車、電力電子和高密度數據中心組件正在增加負擔。</p>
</div><p>The Silver Institute is projecting a 67 million-ounce supply shortfall this year, the fifth consecutive deficit.</p>
<div class="lb-trans"><p>白銀研究所預計今年將出現 670 萬盎司的供應短缺，這是連續第五年出現赤字。</p>
</div><p>Tight Chinese export restrictions announced earlier this year have worsened the squeeze.</p>
<div class="lb-trans"><p>今年早些時候宣佈的中國出口限制加劇了這一緊縮。</p>
</div><p>Platinum is up 119% year-over-year. Lithium carbonate is up 189%. Cobalt hydroxide is up 88%. These are not safe-haven trades.</p>
<div class="lb-trans"><p>鉑金同比上漲 119%。碳酸鋰上漲 189%。氫氧化鈷上漲 88%。這些並不是避險交易。</p>
</div><p>They are bottleneck trades on the materials that get poured into the semiconductor supply chain, the grid, and battery storage that backs up AI compute farms.</p>
<div class="lb-trans"><p>它們是對半導體供應鏈、電網和支持人工智能計算農場的電池存儲材料的瓶頸交易。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/13151039/image-352-1024x568.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/13151039/image-352-1024x568.png"/></p>
<h2>What This Means For Investors</h2>
<div class="lb-trans"><h2>這對投資者意味着什麼</h2>
</div><p>The macro chain reads cleanly: AI capex is accelerating.</p>
<div class="lb-trans"><p>宏觀鏈條清晰可見：人工智能資本支出正在加速。</p>
</div><p>AI capex requires unprecedented quantities of copper, silver, aluminum, and rare earths. Supply is constrained by the Hormuz chokepoint, structural underinvestment, Chinese export curbs, and depleting ore grades.</p>
<div class="lb-trans"><p>人工智能資本支出需要前所未有的銅、銀、鋁和稀土的數量。供應受到霍爾木茲海峽的瓶頸、結構性投資不足、中國出口限制和礦石品位下降的制約。</p>
</div><p>Prices rise. Input costs across manufacturing, construction, transportation, and food production move with them.</p>
<div class="lb-trans"><p>價格上漲。製造、建築、運輸和食品生產的輸入成本也隨之上升。</p>
</div><p>Turnquist warned that if the breakout holds, “rising prices across industrial metals, precious metals, and agricultural commodities — not just oil — could create broader inflationary pressures by lifting input costs across manufacturing, construction, transportation, and food production. That dynamic could make it more difficult for inflation to moderate in the months ahead, even if energy prices eventually stabilize.”</p>
<div class="lb-trans"><p>Turnquist 警告説，如果突破持續，“工業金屬、貴金屬和農產品的價格上漲——不僅僅是石油——可能會通過提高製造、建築、運輸和食品生產的輸入成本，造成更廣泛的通貨膨脹壓力。這種動態可能會使通貨膨脹在未來幾個月更難以緩解，即使能源價格最終穩定。”</p>
</div><p>U.S. producer prices rose 1.4% in April, the largest monthly gain since March 2022, with the headline index up 6.0% year-over-year, the highest since December 2022.</p>
<div class="lb-trans"><p>美國生產者價格在四月份上漲了 1.4%，是自 2022 年三月以來最大的月度漲幅，整體指數同比上漲 6.0%，是自 2022 年十二月以來的最高水平。</p>
</div><p>If AI is the new electricity, then copper is the new oil. Silver is the new conductor. Lithium is the new gasoline.</p>
<div class="lb-trans"><p>如果人工智能是新的電力，那麼銅就是新的石油。銀是新的導體。鋰是新的汽油。</p>
</div><p>And the companies racing to build out the physical layer of the AI economy — <strong>Nvidia Corp.</strong> (NASDAQ: NVDA), the hyperscalers, the chip fabs, the utilities — are all bidding for the same finite pile of raw materials.</p>
<div class="lb-trans"><p>而那些競相構建人工智能經濟物理層的公司——<strong>Nvidia Corp.</strong> (NASDAQ: NVDA)、超大規模雲計算公司、芯片製造廠和公用事業公司——都在爭奪同一有限的原材料。</p>
</div><p><strong>Read Also:</strong>
<strong>Micron Just Got A New $950 Price Tag: BofA Raised 4 Other AI Chip Stocks Too</strong></p>
<div class="lb-trans"><p><strong>另請閲讀：</strong>
<strong>美光剛剛獲得 950 美元的新價格標籤：美銀還提高了其他 4 只人工智能芯片股票的評級</strong></p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>圖片來源：Shutterstock</em></p>
</div>

Something Historic Is Quietly Lifting Commodities To Records — And It's Not Hormuz

benzinga_article

ERO Copper

Silvercrest Metals

Sprott Junior Copper Miners ETF

2 倍做多白銀 ETF - ProShares

金屬採礦 ETF - SPDR

美國銅指數基金 - Concierge Technologies

大宗商品指數 ETF - iShares

環球銀礦 MSCI ETF - iShares

德銀基礎金屬 ETF - PowerShares

Sprott Copper Miners ETF

全球金屬和採礦生產商 MSCI ETF - iShares

貴金屬股 ETF -ETFS

德銀貴金屬基金 - PowerShares

Sprott PHYs Silver

iShares Copper and Metals Mining ETF

白銀信託 ETF - iShares

銅礦 ETF - GlobalX

實物白銀股票 ETF - ETFS

Sprott Silver Mnrs & Physical Silver ETF

LPL金融控股

自由港邁克墨倫銅金礦

閃迪

美光科技

美國銀行

花旗

OpenAI

微軟

谷歌-A

亞馬遜

Sandisk - WI

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

谷歌-C

某些歷史性因素正在悄然推動大宗商品價格創下新高——這並不是霍爾木茲海峽的原因