<div id="readability-page-1">China's supply edge: China refines most key minerals and leads in fiber production, creating dependencies in the AI supply chain. Deep-sea mining push: U.S. firms are eyeing polymetallic nodules in the Cook Islands to secure decades of cobalt, nickel, and rare earths. Fiber bottlenecks: AI data centers require vastly more fiber, driving shortages, price hikes, and long-term supplier deals.</div>

稀土戰略金屬指數 ETF - VanEck Vectors

國泰中證有色金屬ETF

全球金屬和採礦生產商 MSCI ETF - iShares

<p>中國在關鍵礦物和纖維的供應中佔據主導地位，導致了人工智能供應鏈的依賴性。美國公司正在庫克羣島探索深海採礦，以獲取鈷、鎳和稀土。人工智能數據中心對纖維的需求導致了短缺和價格上漲，從而促使長期供應協議的達成</p>

China's mineral and fiber dominance fuels AI supply concerns

廣發中證稀有金屬ETF

有色金屬

有色50

有色龍頭ETF

金屬採礦 ETF - SPDR

國泰中證有色金屬礦業主題ETF

德銀基礎金屬 ETF - PowerShares

華夏中證細分有色金屬產業主題ETF

南方中證申萬有色金屬ETF

中國在礦物和纖維領域的主導地位引發了對人工智能供應鏈的擔憂