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总结
在供应中断风险与关税不确定性共同推升下，国际铜价近日持续上涨并创下历史新高，盘中一度突破每吨1.3万美元。市场担忧矿山扰动、品位下滑与冶炼环节瓶颈限制新增供给，而电网投资、新能源车及AI数据中心扩张带来的用铜需求仍强。铜价飙升将抬升下游制造与基建成本，强化通胀压力与企业提前锁定长期供货的动力，并加剧对全球铜资源的争夺。
正文
Copper price hits new record amid concerns over supply disruption Financial Times Copper Extends Rally, Bursting Through $13,000 a Ton The Wall Street Journal Copper Surges Toward Record on Tariff Concerns and Risk-On Mood Bloomberg.com The Great Copper Squeeze: Hungry AI Meets Weak Supply (NYSEARCA:COPX) Seeking Alpha Record copper price signals accelerating race for supplies Reuters
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