
投资者长期以来将黄金视为抵御通货膨胀和经济不确定性的避险资产,但如今全球增长最快的行业之一正推动对这一贵金属的新需求出现。
Investors have long prized gold as a hedge against inflation and economic uncertainty, but one of the world’s fastest-growing industries is now fueling a new source of demand for the precious metal.
人工智能(AI)的快速发展正推动对先进半导体、服务器以及为支持这项技术所需的庞大数据中心的投资。这种扩展也需要使用各种用于高性能电子产品的材料,其中包括黄金。
The buildout of artificial intelligence (AI) is driving investment in advanced semiconductors, servers and the sprawling data centers needed to power the technology. That expansion also requires a range of materials used in high-performance electronics, including gold.
而AI的热潮正在创造日益增长的需求,此时黄金已经在历史上相当昂贵。尽管价格如此之高,科技公司并不一定会转而使用更便宜的材料——这表明黄金需求可能会随着AI继续增长。一场悄然席卷全球的黄金潮——各国为何纷纷囤积黄金黄金在电子产品中因其良好的导电性、可靠性和抗腐蚀性而备受青睐,其在某些技术应用中的作用尽管在10月5日每盎司交易价格约为4153美元时有所展现,但仍然显示出惊人的韧性,这已较一年前上涨近6%,约上涨225美元。
And the AI boom is creating a growing need at a time when gold is already historically expensive. Despite those high prices, tech companies aren't necessarily switching to cheaper materials — suggesting demand for golf could continue to grow alongside AI. A QUIET RUSH FOR GOLD IS SWEEPING THE GLOBE — HERE'S WHY COUNTRIES ARE STOCKPILING IT Gold is valued in electronics for its conductivity, reliability and resistance to corrosion — and its role in some technology applications is proving resilient despite trading at roughly $4,153 an ounce on Oct. 5, up nearly 6%, or about $225, from a year earlier.
世界黄金理事会的黄金市场专家兼北美高级市场策略师约瑟夫·卡瓦托尼表示,公司通常会在开发依赖黄金的技术后考虑使用更便宜的替代材料。但这并不一定会发生。
Joseph Cavatoni, a gold market expert and senior market strategist for North America at the World Gold Council, said companies would typically consider cheaper alternatives after developing technology that relies on gold. But that isn't necessarily happening.
“他们可能会用黄金来开发一项技术,然后说,‘让我们找更便宜的材料比如钨来取代它,’”卡瓦托尼告诉了福克斯新闻数字版。“但我们发现,在这种情况下,他们并没有这样做。”世界上最热门的行业之一正在引发蓝领就业热潮对技术的需求已经开始显示出增长迹象。根据世界黄金理事会的数据,第二季度黄金需求同比增长2%至80.4公吨。电子产品需求增长4%至68.3吨,主要受到AI基础设施、高端半导体和先进组件的推动。
"They might pioneer a technology with gold involved and then say, ‘Let’s find something cheaper like tungsten to replace it,’" Cavatoni told Fox News Digital. "But what we’re finding in this case is they’re not." ONE OF THE WORLD'S HOTTEST INDUSTRIES IS SPARKING A BLUE-COLLAR JOBS BOOM Technology demand is already showing signs of growth. Gold demand from the sector rose 2% from a year earlier to 80.4 metric tons in the second quarter, according to the World Gold Council. Electronics demand climbed 4% to 68.3 tons, fueled by AI infrastructure, high-end semiconductors and advanced components.
卡瓦托尼表示,黄金在诸如芯片生产和热传导等应用领域可能具有优于替代品的优势。此外,人工智能领域可能对黄金价格上涨的敏感度较低,因为所需的金属量相对较少。
Cavatoni said gold can offer advantages over substitutes in applications such as chip production and heat conduction. The AI sector may also be less sensitive to elevated gold prices because relatively small amounts of the metal are needed.
“这是一个快速增长的领域,对价格并不是特别敏感,”卡瓦托尼说。“随着人工智能领域的发展,它可能会继续增长。”
"This is a rapidly growing space that’s less sensitive to price," Cavatoni said. "It’s going to likely continue to grow as the AI space grows."
然而,与投资、央行购金和珠宝相比,科技领域在整个黄金市场中仍然只占很小一部分。卡瓦托尼表示,科技领域“不太可能成为黄金价格的驱动因素。”
Still, technology remains a small part of the overall gold market compared with investment, central-bank buying and jewelry. Cavatoni said it is "less likely to be a driver of the price of gold."
目前,卡瓦托尼将科技领域描述为黄金需求日益重要的贡献者之一,并且“近期似乎没有减速的迹象。”
For now, Cavatoni described technology as an increasingly important contributor to gold demand that "doesn’t appear to be slowing down anytime soon."