AI Boom Can Lead To 'Potential Demand Growth' For This Metal, Wall Street Turns Bullish
AI Boom Can Lead To 'Potential Demand Growth' For This Metal, Wall Street Turns Bullish
Wall Street is demonstrating an increased interest in copper, a trend driven by the metal's growing use in data centers, which are essential for artificial intelligence (AI) operations.
華爾街對銅的興趣與日俱增，這一趨勢是由銅在數據中心越來越多的使用所推動的，而數據中心對於人工智能（AI）運營至關重要。
What Happened: A note from Jefferies, predicts that global copper demand from data centers will jump from 239 thousand tons in 2023 to at least 450 thousand tons annually by 2030, reported CNBC.
發生了什麼：據CNBC報道，傑富瑞集團的一份報告預測，全球數據中心的銅需求將從2023年的23.9萬噸躍升至2030年的每年至少45萬噸。
"Our analysis shows that this potential demand growth will exacerbate an underlying copper market deficit, ultimately leading to higher prices," Jefferies analysts stated.
傑富瑞分析師表示：“我們的分析表明，這種潛在的需求增長將加劇潛在的銅市場赤字，最終導致價格上漲。”
Additionally, Morgan Stanley forecasts that copper prices will hit $10,500 per ton by the end of this year, a 12% increase. This prediction is based on the rising demand for copper in AI and data center operations, along with a limited supply.
此外，摩根士丹利預測，到今年年底，銅價將達到每噸10,500美元，增長12％。這一預測是基於人工智能和數據中心運營中對銅的需求不斷增長以及供應有限。
The report suggests that investors interested in this sector consider stocks in the Global X Copper Miners ETF (NYSE:COPX), particularly those of Canadian firm Solaris Resources (OTC:SLSSF), which shows over 200% potential upside and a 100% buy rating.
該報告表明，對該行業感興趣的投資者可以考慮Global X銅礦業ETF（紐約證券交易所代碼：COPX）中的股票，尤其是加拿大公司Solaris Resources（場外交易代碼：SLSSF）的股票，該公司的潛在上漲空間超過200％，買入評級爲100％。
Filo Mining (OTC:FLMMF) has also garnered attention, receiving a 25% upside potential from analysts along with an impressive 92% buy rating. For those interested in investing in this sector through exchange-traded funds (ETFs), options include the Global X Copper Miners ETF, the Sprott Copper Miners ETF (NASDAQ:COPP), and the iShares Copper and Metals Mining ETF (NASDAQ:ICOP).
Filo Mining（場外交易代碼：FLMMF）也引起了人們的關注，分析師提供了25％的上漲潛力，並獲得了令人印象深刻的92％的買入評級。對於那些有興趣通過交易所交易基金（ETF）投資該行業的人，期權包括Global X銅礦業ETF、Sprott Copper Miners ETF（納斯達克股票代碼：COPP）和iShares銅和金屬礦業ETF（納斯達克股票代碼：ICOP）。
Why It Matters: The surge in copper demand is closely tied to the AI boom. Goldman Sachs predicted a 15% rise in the S&P 500 by the end of 2024, driven by the exceptional performance of tech stocks, particularly those in the AI sector.
爲何重要：銅需求的激增與人工智能的繁榮密切相關。高盛預測，到2024年底，標準普爾500指數將上漲15％，這要歸因於科技股，尤其是人工智能領域的科技股的出色表現。
Furthermore, IQE, a supplier to Apple, projected strong fiscal 2024 results, buoyed by a robust order book due to the rapid expansion of the AI sector.
此外，蘋果的供應商IQE預計2024財年業績將強勁，這得益於人工智能行業快速擴張帶來的強勁訂單量。
However, the AI boom has not been without its critics. Demis Hassabis, co-founder of Google DeepMind, expressed concerns that the surge in AI funding is leading to exaggerated hype, overshadowing actual scientific progress in the sector.
但是，人工智能的繁榮並非沒有受到批評。谷歌DeepMind的聯合創始人黛米斯·哈薩比斯對人工智能資金的激增導致誇張的炒作，掩蓋了該領域的實際科學進步表示擔憂。
Image Via Shutterstock
圖片來自 Shutterstock
Benzinga Neuro, Edited by Kaustubh Bagalkote
Benzinga Neuro，由 Kaustubh Bagalkote 編輯