EPISODE · Apr 11, 2026 · 5 MIN
美银：商品牛市持续数年，资源定AI竞赛
from 深度
美银Hartnett预测大宗商品将成未来最大赢家，“掌握芯片、稀土、矿产和石油者赢AI竞赛”。彭博大宗商品指数年初至今涨35%，超标普500两倍。地缘博弈、AI基建等推动资源价格攀升，大宗商品将超美元，股市地位下降。
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美银：商品牛市持续数年，资源定AI竞赛
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