It is tough to be a miner when the only material investors care about is silicon. As markets around the world race higher, fuelled by Nvidia’s blowout results and a mounting AI frenzy, mining chiefs are left making their pitch that — well, actually — the commodities of the future are the metals needed for electric vehicles and renewable energy.
当投资者唯一关心的材料是硅时,矿商就很难当了。在英伟达(Nvidia)井喷式的业绩和人工智能狂潮的推动下,世界各地的市场一路走高,矿业大佬们不得不宣传称,未来的大宗商品是电动汽车和可再生能源所需的金属。
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