节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
彭博社24日报道，全球矿业股已被基金经理列为必买清单前列。MSCI全球金属与采矿指数自2025年初以来飙涨近90%，跑赢半导体、银行股及“科技七巨头”等热门板块，成为年内表现最亮眼资产类别之一。铜价同期暴涨50%，铝、银、镍、铂等多种金属价格普遍走高。美国银行月度调查显示，欧洲基金经理对矿业板块净超配比例达26%，创四年新高。
矿业股近期表现与前些年受冷遇形成鲜明对比，铜、铝等大宗商品从“短周期交易品种”转向“结构性投资资产”。其需求不仅来自传统工业，更因人工智能数据中心、电动汽车普及、机器人产业扩张形成新支柱，投资者通过配置金属参与AI等长期主题，疲弱数据冲击时ɀ..
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