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.
华尔街对铜的兴趣与日俱增，这一趋势是由铜在数据中心越来越多的使用所推动的，而数据中心对于人工智能（AI）运营至关重要。
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.
发生了什么：据CNBC报道，杰富瑞集团的一份报告预测，全球数据中心的铜需求将从2023年的23.9万吨跃升至2030年的每年至少45万吨。
"Our analysis shows that this potential demand growth will exacerbate an underlying copper market deficit, ultimately leading to higher prices," Jefferies analysts stated.
杰富瑞分析师表示：“我们的分析表明，这种潜在的需求增长将加剧潜在的铜市场赤字，最终导致价格上涨。”
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，摩根士丹利预测，到今年年底，铜价将达到每吨10,500美元，增长12％。这一预测是基于人工智能和数据中心运营中对铜的需求不断增长以及供应有限。
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.
该报告表明，对该行业感兴趣的投资者可以考虑Global X铜矿业ETF（纽约证券交易所代码：COPX）中的股票，尤其是加拿大公司Solaris Resources（场外交易代码：SLSSF）的股票，该公司的潜在上涨空间超过200％，买入评级为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（场外交易代码：FLMMF）也引起了人们的关注，分析师提供了25％的上涨潜力，并获得了令人印象深刻的92％的买入评级。对于那些有兴趣通过交易所交易基金（ETF）投资该行业的人，期权包括Global X铜矿业ETF、Sprott Copper Miners ETF（纳斯达克股票代码：COPP）和iShares铜和金属矿业ETF（纳斯达克股票代码：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.
为何重要：铜需求的激增与人工智能的繁荣密切相关。高盛预测，到2024年底，标准普尔500指数将上涨15％，这要归因于科技股，尤其是人工智能领域的科技股的出色表现。
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，苹果的供应商IQE预计2024财年业绩将强劲，这得益于人工智能行业快速扩张带来的强劲订单量。
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，人工智能的繁荣并非没有受到批评。谷歌DeepMind的联合创始人黛米斯·哈萨比斯对人工智能资金的激增导致夸张的炒作，掩盖了该领域的实际科学进步表示担忧。
Image Via Shutterstock
图片来自 Shutterstock
Benzinga Neuro, Edited by Kaustubh Bagalkote
Benzinga Neuro，由 Kaustubh Bagalkote 编辑