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把握人工智能“淘金热”：越南钨业巨头主板上市在即，力邀海外投资者
Masan High-Tech Materials计划提高其越南矿山的金属产量，以填补中国以外的供应缺口，满足战略性产业的需求
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Published Fri, Apr 24, 2026 · 03:00 PM
本文由AI辅助翻译
【河内讯】在每一波淘金热中，获得最大收益的往往不是淘金者，而是那些为淘金提供工具的人。
Masan High-Tech Materials的高管们表示，他们以类似的方式看待当前的人工智能热潮，将钨定位为人工智能“淘金热”背后的“镐和铲”，而非引人注目的终端产品。
钨对于从芯片制造到穿甲弹的工业生产至关重要，目前正处于上升周期。作为一种钨中间产品，仲钨酸铵（APT）的价格在过去一年中飙升了近10倍，超过每公吨单位（mtu）3100美元。
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