China Merchants Securities says copper is shifting from a cyclical industrial metal to a strategic critical mineral as AI-driven digital infrastructure and global electrification accelerate. Prices remain elevated, with two major exchanges up about 10% YTD. The firm flags three core price drivers: global liquidity, the US‑Iran situation, and supply–demand fundamentals. Near term, watch liquidity tightening and changes in geopolitical risk; medium-to-long term, price direction will hinge on evolv

2026-06-27

China Merchants Securities says copper is shifting from a cyclical industrial metal to a strategic critical mineral as AI-driven digital infrastructure and global electrification accelerate. Prices remain elevated, with two major exchanges up about 10% YTD. The firm flags three core price drivers: global liquidity, the US‑Iran situation, and supply–demand fundamentals. Near term, watch liquidity tightening and changes in geopolitical risk; medium-to-long term, price direction will hinge on evolving supply‑demand dynamics.

其他消息
2026-06-27

Rubio said the US will remain fully engaged and commit substantial resources, coordinating with the United Nations, and will immediately provide $100 million in humanitarian assistance.

2026-06-27

June 26, in Xi'an Shaanxi Party Secretary Zhao Yide and Governor Zhao Gang met with BYD Chairman Wang Chuanfu. Officials urged BYD to continue supporting and investing in Shaanxi and to deepen its presence in vehicle production, high-end manufacturing and technology R&D to bolster the province's new-energy vehicle (NEV) sector. BYD said it regards Shaanxi as a core strategic region after 23 years of cooperation and will strengthen practical cooperation on NEVs, power batteries and high‑power cha