心理罪
迎来涨价潮！机构算力金属大盘点(附股)_我的网站
一 | 周三算力金属概念走高，洛阳钼业涨超8%，驰宏锌锗、兴业银锡等多股跟涨。
The mainland Taiwan Affairs Office on Wednesday slammed Taiwan regional leader Lai Ching-te for once again promoting separatist rhetoric and attempting to seek "Taiwan independence" through military means, while expressing appreciation for Malaysian Prime Minister Anwar Ibrahim's recent remarks affirming that Taiwan is part of China.
Zhang Han, a spokesperson for the State Council Taiwan Affairs Office, made the remarks at a regular press conference in response to questions concerning Lai's comments at an event in Kinmen marking the 68th anniversary of the 1958 artillery battle.
The question noted that Lai had once again hyped a "new two-state theory" and called on people on the island to support so-called "national defense, defend the country and safeguard democracy," while advocating for resistance to reunification through military means.
"Lai Ching-te stubbornly adheres to the separatist position of 'Taiwan independence,' continuously spreads fallacies and distortions advocating 'Taiwan independence,' deliberately twists history, and goes all out to hype the so-called 'China threat,'" Zhang said.
Zhang said Lai has continued to incite anti-China sentiment and confrontation and has attempted to "resist reunification by force" and "seek independence by force," pushing Taiwan step by step toward the danger of conflict.
"He is an out-and-out destroyer of peace across the Taiwan Straits and a creator of crises in the Taiwan Straits," Zhang said.
The spokesperson warned Lai and the Democratic Progressive Party authorities that the historical trend toward reunification cannot be stopped and that attempts to seek "independence" through military means would only accelerate their own demise.
Zhang also called on Taiwan compatriots to recognize the deceptive and harmful nature of Lai's separatist provocations, oppose "Taiwan independence" separatism and take concrete actions to safeguard their own security and well-being as well as peace and stability across the Taiwan Straits.
At the same press conference, Zhang also responded to remarks recently made by Malaysian Prime Minister Anwar Ibrahim concerning the Taiwan question.
It was reported that Anwar said in a recent interview that Taiwan is part of China, drawing an analogy with a hypothetical situation in which a Malaysian state sought to break away, saying that he would likewise defend the sanctity and unity of his country.
Taiwan's so-called "external affairs authority" subsequently claimed that Anwar's remarks had "belittled Taiwan's sovereignty" and could undermine the confidence of Taiwan businesses considering investment in Malaysia.
"We appreciate the position of relevant countries in upholding the one-China principle," Zhang said.
"There is only one China in the world, and Taiwan is an inalienable part of China's territory. There is no such thing as 'Taiwan sovereignty,'" she said.
Zhang accused the DPP authorities of stubbornly adhering to the separatist position of "Taiwan independence," spreading separatist arguments abroad and repeatedly attempting to pressure other countries by invoking trade and investment.
Such behavior, she said, "precisely exposes the essence of their attempt to seek 'independence' through economic means."
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“算力金属”价格大涨 消息面上，据人民网，今年以来，全球人工智能（AI）算力基础设施建设提速，带动铜、铝、锡、钽、铟、钼等有色金属需求集中释放，相关品种价格大幅上行，市场迎来了“算力金属”行情。 中国有色金属工业协会统计显示，今年上半年，锡、钽、铟价格分别上涨40%、158%、60%；铜、铝价格同比分别上涨31.4%、18.8%。 业内将“算力金属”划分为两大类别：一类是支撑AI算力基础设施的核心大宗金属铜、铝，二者作为数据中心供电、散热的基础材料，构筑起算力网络的主干；另一类是钼、锡、铟、锗、镓等小金属，这类金属广泛应用于先进封装、光通信、存储芯片环节，是算力产业链不可或缺的“工业维生素”。
二 | “本轮上涨，是供给刚性约束与新兴产业需求扩张共同作用的结果。”中国有色金属工业协会副秘书长兼重金属部（矿产资源办公室）主任段绍甫分析，在需求端，AI服务器、高速光模块、先进封装等环节，对“算力金属”形成了不可替代的实物消耗。 东方财富Choice数据显示，自今年8月1日以来，杠杆资金抢筹了一批小金属概念股，其中多只算力金属概念股融资净买额靠前。 具体来看，云南锗业排名第一，融资净买额超16亿元；中钨高新排名第二，融资净买额超9亿元。
三 | 中国稀土、厦门钨业、东方钽业、翔鹭钨业、金钼股份、盛和资源、北方稀土、章源钨业等个股融资净买额在6.5亿元至7000万元之间不等。
机构大盘点各类算力金属 东吴证券表示，全球AI资本开支正进入非线性加速阶段，从单一芯片范畴逐步覆盖服务器整机、高速网络元器件、数据中心供电基建、高热密度冷却设施等细分领域，形成全链条、多品类的全方位硬件投资格局，为上游基础原料带来需求红利。
四 | 天风证券8月14日研报表示，当前全球AI 产业正从模型训练向规模化推理部署跨越，算力基础设施的硬件形态与材料需求随之发生变化。
五 | 我们认为，这一趋势将对部分金属需求结构进行重构。 锡：算力互连耗锡量跃升，供给扰动助推锡价上行 锡是电子工业的“万能胶水”——锡基焊料导电性好、熔点低、焊接稳定性强，可以用于电子元器件与印制电路板（PCB）间机械连接与电气互连。当前锡焊料需求增量主要来自AI 服务器与高速光模块两大领域。全球锡储量高度集中且主产国供应扰动频发，2026 年上半年LME 锡期货价最大涨幅约40%。 钨：六氟化钨成先进互连关键材料，原料出口收紧加剧短缺预期 六氟化钨是半导体制造CVD（化学气相沉积）工艺的核心前驱气体，逻辑芯片领域的CPU、GPU 以及存储芯片领域的3D NAND 闪存、HBM（高带宽存储）均依赖该工艺环节。AI 算力驱动下，先进制程互连瓶颈与存储芯片堆叠升级共同推高六氟化钨单耗，全球需求20-25 年内接近翻倍。中国对日钨原料出口收紧，导致日本两家主要厂商约2200 吨六氟化钨年产能面临停产风险，约占全球总产能25%。
钽：AI 服务器电容用量需求扩张，非洲供给风险推涨钽价 AI 服务器拉动聚合物钽电容需求增长，其高容值及储能、去耦能力适配芯片负载快速变化， 据Market Reports World 数据， 全球钽电容市场预计2026—2035 年复合增长5.9%。同时非洲供给中枢扰动加剧，钽矿价格大幅上行。 铟：光模块升级拉动磷化铟需求，出口管制叠加刚性供给推涨铟价 磷化铟（InP）电子迁移率可达硅的10 倍以上，已成为AI 数据中心高速光模块的核心衬底材料，是铟需求增量的主要驱动力。
六 | 光模块速率升级与部署总量扩张共同驱动磷化铟需求增长。铟供给刚性约束叠加中国出口管制，铟价自2026 年年初起步入上行通道。 钼：存储技术升级驱动材料切换，以钼代钨打开增量空间 钼在半导体存储领域的应用边界拓展，3D NAND 技术迭代驱动材料升级。随着堆叠层数增加，传统钨在字线细化后电阻上升影响信号传输，且制程中需额外铺设阻挡辅助层，逐层叠加占用空间制约集成密度；而钼在同等微缩尺寸下电阻更低，且无需阻挡层可直接填充，有利于提升存储密度。 锗：数据中心光纤需求快速增长，中国主导供给强化战略价值 在光纤需求呈快速扩张的背景下，作为光棒制造不可或缺的掺杂材料，锗的需求或将迎来结构性增长。中国凭借资源储量与产业链优势主导全球锗供给。 镓：AI 射频与功率器件拉动氮化镓放量，中国原生镓产量占全球99% 镓以砷化镓和氮化镓形式主导半导体应用，支撑集成电路与光电器件在国防、通信、高性能计算等领域的关键用途。全球镓供给呈现典型伴生资源属性与高度集中格局，整体供给刚性较强。 国联民生证券表示，AI 算力升级带动整体产业链迎来材料革命，AI 金属材料板块深度受益。我们推荐博迁新材、东方钽业、有研粉材、铂科新材，建议关注海星股份、悦安新材、江南新材、稀美资源。（文章来源：东方财富研究中心）。
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