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美股異動丨銅金屬股走強 美國擬對進口銅徵收50%關稅一度刺激銅價飆升
格隆匯 07-10 21:56
格隆匯7月10日|美股銅金屬股走強,Ivanhoe Electric漲超5.5%,Taseko Mines漲超3%,麥克莫蘭銅金漲超1.7%,南方銅業漲近1%。 消息面上,美國總統特朗普日前在社交媒體平臺上表示,美國將對進口銅徵收50%的關稅,自2025年8月1日起生效。週二Comex銅價已觸及了有記錄以來的最高水平。 StoneX的高級金屬需求分析師Natalie Scott-Gray表示,在AI基礎設施的成本基礎上,銅是建造AI數據中心和半導體制造工廠的關鍵材料。她指出,預計關稅將導致美國銅價大幅上漲,並立即增加建設和擴建人工智能基礎設施的企業的成本。(格隆匯)
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