According to the Securities Times, recently, many AI giants in the US are heating up and calling for a slowing down of the AI iteration; compounded by the continued rise in US bond yields, chip stocks such as Nvidia have experienced sharp fluctuations, dragging the prices of computing power metals such as copper and tin to a break in the downward trend. The international market has begun to be wary of the risk of America's subsequent policy shift. Since September, there has been a rapid reversal in the London Metal Exchange copper futures market structure, shifting from empty spot to rising futures. The Bank for International Settlements clearly mentioned in its September quarterly report this year that capital is reducing concentrated bets on a few leading AI stocks. However, there has been no substantial contraction in line with financial market sentiment. Industry insiders judge that the overall non-ferrous market will remain strong in the next two quarters.

According to the Securities Times, recently, many AI giants in the US are heating up and calling for a slowing down of the AI iteration; compounded by the continued rise in US bond yields, chip stocks such as Nvidia have experienced sharp fluctuations, dragging the prices of computing power metals such as copper and tin to a break in the downward trend. The international market has begun to be wary of the risk of America's subsequent policy shift. Since September, there has been a rapid reversal in the London Metal Exchange copper futures market structure, shifting from empty spot to rising futures. The Bank for International Settlements clearly mentioned in its September quarterly report this year that capital is reducing concentrated bets on a few leading AI stocks. However, there has been no substantial contraction in line with financial market sentiment. Industry insiders judge that the overall non-ferrous market will remain strong in the next two quarters.