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于纷扰中寻觅信号：关注铜

它不仅仅是一种“大宗商品”，更是现代世界的支柱金属

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    • 人工智能的“镐铲工具”依赖于铜，而非代码或芯片。一个10吉瓦的数据中心就需要约5万吨铜。
    • 人工智能的“镐铲工具”依赖于铜，而非代码或芯片。一个10吉瓦的数据中心就需要约5万吨铜。 图片来源：REUTERS

    Daryl Guppy

    Published Tue, Feb 3, 2026 · 04:05 PM

    本文由AI辅助翻译

    查看原文

    视角不同，美国总统 Donald Trump 每天带来的消息，既可能是胜利，也可能是悲剧。从绑架总统到威胁入侵格陵兰，再到美国移民与海关执法局（ICE）的枪击事件，政治噪音可谓震耳欲聋。

    但在这片背景杂音中，是否隐藏着某种信号？以下是从这些纷扰中提取出的一些潜在信号。

    Trump 对委内瑞拉以及潜在地对伊朗发起的攻击，其目的是切断中国的石油供应，进而摧毁其经济。若相信此论，您就应该卖出中国相关资产，买入美国资产。

    此翻译对您是否有帮助？

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