节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10


《十五五规划下人工智能产业布局与铜价走势分析》

在当前经济与产业发展格局下，周二沪铜主力呈现偏强震荡态势，伦铜也确认了11000美金的阶段性高点。中国近月B结构转向平水，然而当日电解铜现货市场成交却较为清淡，下游因价格高企，畏高观望氛围浓厚，内贸铜降至贴水55元/吨 。

从宏观层面来看，科技领域的发展动态对铜市场产生着重要影响。英伟达CEO于GTC大会发表演讲，涵盖6G、AI、量子计算和机器人等领域的技术突破，并宣布与美国能源部合作建造最大的AI超算中心 。这表明全球人工智能浪潮正加速布局与发展，为铜的市场需求开辟了广阔前景 。同时，潘功胜强调要大力发展债券市场科技板，深化科创板和创业板改革，..

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