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托克首席执行官淡化人工智能与国防对铜需求的作用

2025-10-14 13:28:08 来源：文华财经责任编辑：韩泽楷

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贸易公司托克首席执行官表示，未来十年铜需求仍将主要来自传统应用领域，而非数据中心和国防工业。 Richard Holtum在LME周研讨会上指出，当前金属需求讨论中，国防开支和人工智能(AI)只是“流行词汇”。他强调，今年消费品对铜的需求量将使人工智能领域的铜需求量“相形见绌三倍之多”。 “仅空调系统使用的铜量就超过今年数据中心所需铜量，”Holtum在与伦敦金属交易所首席执行官Matt Chamberlain的对话中强调。 Holtum称：“尽管数据中心和国防领域备受关注，但未来十年铜需求90%仍将来自传统基础设施、建筑、城市化及消费品领域。” Holtum指出，尽管新兴应用将带来显著需求增长，但“国防和人工智能领域获得的关注度与其实际需求量存在一定失衡”。托克公司发言人透露，预计2025年人工智能领域铜需求同比增长约7万吨，而耐用消费品出货量(主要流向新兴市场)将带来25万吨需求增长。未来十年间，托克预测人工智能将贡献100万吨铜需求增长，占同期总需求增幅1000万吨的10%。

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