今年、銅が金を凌駕。投資家は、この上昇はAI関連株の調整局面を乗り越えられると語る

Global copper prices have surged significantly this year, outpacing traditional safe-haven assets like gold amid tightening structural supplies. Market participants attribute the rally to surging demand from artificial intelligence data centers, electrical grid expansions, and national security initiatives. Additionally, tariff-driven U.S. stockpiling has further constrained available inventories across major international exchanges. Analysts argue that the underlying fundamental deficit will protect the metal from a severe downturn even if tech stocks experience a correction. This divergence highlights a broader macroeconomic shift toward green energy transition metals and hard industrial assets.