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矿冶产能之间的匹配度提升，让冶炼成本具有优势的企业盈利能力更强。　　铜需求伴随AI进一步放大　　值得注意的是，在需求端，金属铜和半导体之间的关联越来越多。含“铜”量高的有色金属ETF基金（516650）和同指数规模最大的科创半导体ETF（588170），虽然产品聚焦不同行业板块，但是涨幅接近，年内涨幅分别是56.04%和59.91%。　　这背后是全球AI战略下，金属铜和半导体一样，正在被更多国家视

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