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wesley教授
Influential Creator
今天盯盘注意一个被忽略的角落：铜价本周又跌，是四周里第三根周线阴线。
很多人以为 AI 降温只砸英伟达、砸存储，其实往上游顺一遍就明白，数据中心要用电、电网要用铜，铜就成了 AI 需求最诚实的影子。它跌，说的不是避险情绪，是实打实的需求预期在往回收。
这跟这两天金银暴跌是两码事：金银跌是去杠杆挤仓，铜跌是有人开始怀疑那些数据中心到底建不建得起来。工业金属从不参与叙事，它只对订单负责。
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