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LongPort - 奇迹的交易员cola
奇迹的交易员cola

为什么铜和电工钢是 2026 年最具确定性投资机会。

铜和电工钢两者并非孤立主题,而是共同构成电力革命的基础材料双引擎。范式转移,理解时代的底层需求逻辑当前世界正经历两大相互强化的结构性变革:全球能源转型的加速:为应对气候变化,主要经济体设定碳中和目标,驱动能源系统从化石燃料向风能、太阳能等可再生能源根本性转变。这一转变的核心是电力化,即发电、输电、用电端的全面改造与扩张。人工智能与算力需求的爆发:AI 技术的突破及其在各行业的应用...

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