美国大选冲击 AI 与关税交易，铜价走低

Copper Moves Lower as US Election Undermines AI and Tariff Trade

AI 导读

美国大选后的政治变化令 AI 基础设施建设和美国可能对铜加征进口关税这两项看涨因素受挫，铜价跌至 7 月以来低点。民主党横扫国会后，市场风险偏好转弱，科技股因担忧 AI 监管收紧而下跌；铜价一度跌 0.8%，此前周四已下跌 1.2%。

正文

Copper slumped to its lowest since July as a political shakeup in Washington threatened to blunt two key bullish drivers: the rapid buildout of AI infrastructure, and the risk of US import tariffs on the metal.

Industrial metals have joined a broader flight from risk since the Democrats swept Congress, as technology stocks tumble on concerns over tighter regulation on artificial intelligence. Copper, used in cables and wiring for data centers and power equipment, fell as much as 0.8%, after a 1.2% decline on Thursday.

来源：Bloomberg Markets · bloomberg.com