等待開盤 09-25 09:30:00 美东时间
-0.800
-0.92%
ETF investors have an unusual second-order trade due to exorbitant AI spending. Chicago Fed President Austan Goolsbee warned Monday that a surge in AI investment is pushing aggregate demand beyond what the U.S. economy can comfortably absorb. If AI spending keeps running into constraints around elec...
09-21 23:54
Freeport-McMoRan(NYSE:FCX)股价周四早盘下滑,铜价的创纪录涨势在单个交易日内逆转。此前有报道对推动铜价本周早些时候创下新高的精铜关税...
09-10 23:02
Copper’s physical market is flashing signs of a supply squeeze, and the tightening conditions are already showing up across copper-focused ETFs. The LME’s front-month copper spread surged to a $370-per-ton premium on Friday, its widest one-month spread since the 2021 supply squeeze, according to dat...
08-17 22:48
Copper prices rose toward a record Monday on the London Metal Exchange, as a key price spread widens to unusual levels amid an increasingly acute squeeze in near-term supply. Copper's spot price trade...
08-17 22:31
Aluminum prices tumbled to a two-month low in London on Monday after the U.S. and Iran reached a framework deal to end hostilities and resume metal shipments through the Strait of Hormuz that would ea...
06-15 20:46
Is the AI copper supercycle a myth? Explore how power grid constraints and tech innovations are complicating Wall Street's favorite narrative.
06-05 19:15
Goldman Sachs raised its end-year copper forecast by more than 10% to $13,735/ton from a previous prediction of $12,465/ton, citing a weaker-than-expected mine supply outlook and tighter market balanc...
06-01 20:48
Bloom Energy Corp. shares are trading flat Tuesday after Oracle's Project Jupiter data-center power win fueled Monday's after-hours jump.
04-28 21:56
The electric vehicle supply chain is rapidly transforming into a strategic and politicized sector similar to oil and gas, according to Adam Dawes, an analyst at Shaw and Partners. In an interview with...
04-21 22:59
Robert Friedland warns of a copper supply crunch as Strait of Hormuz tensions and China's export ban trigger a global sulfuric acid shortage.
04-14 18:50