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铜、锡随基本金属下跌,受AI股票再度抛售拖累Copper, Tin Fall With Base Metals on Renewed AI Stocks Selloff

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铜和锡随其他工业金属下跌,因亚洲科技股再度遭抛售,削弱了对数据中心用材料和电路板焊料的需求前景。

Copper and tin fell with other industrial metals, as a renewed selloff in technology stocks in Asia weakened the demand outlook for materials used in data centers and to solder circuit boards.

受对人工智能公司支出及估值过高的担忧持续,伦敦金属交易所(LME)两个合约均跌超1%。本季度锡价暴跌10%,是LME六大主要金属中表现最差者。

Both contracts dropped more than 1% on the London Metal Exchange as concerns persisted over spending and stretched valuations at artificial intelligence companies. Tin has plunged 10% this quarter, the worst performer among the LME’s six major metals.

周一铜价曾上涨,部分得益于油价回落可能缓解通胀压力。美国和伊朗已表示愿推进和谈,缓解了外界对战争冲击利率和全球增长的担忧。

Copper had risen on Monday, helped in part by a pullback in oil prices that could mitigate inflation pressures. The US and Iran have signaled a willingness to pursue peace talks, easing anxiety over the war’s impact on interest rates and global growth.

中粮期货分析师徐婉秋表示,宏观条件仍给金属带来巨大压力,特别是考虑到冲突可能在美国中期选举后重燃。

Still, macro conditions are putting a lot of pressure on metals, particularly given the possibility that the conflict could resume after the US midterm elections, said Xu Wanqiu, an analyst with Cofco Futures Co.

截至上海时间上午10:50,铜下跌1.2%至每吨14,180美元,锡下跌2.2%至每吨48,550美元,铝下跌1.1%至每吨3,060.50美元。

Copper fell 1.2% to $14,180 a ton as of 10:50 a.m. in Shanghai, while tin declined 2.2% to $48,550 a ton. Aluminum dropped 1.1% to $3,060.50 a ton.

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