Name: 新世界秩序對大宗商品貿易意味著什麼？！ (What The New World Order Means For The Commodities Trade)
Uploaded: 2026-02-06T06:34:07.000Z
Duration: 4 min 27 s

It's clear that commodities have become the center of international politics and a race is underway to obtain the materials and energy sources critical to the AI buildout.

很明顯，商品已經成為國際政治的中心，大家正在競逐取得 AI 建置所需的關鍵材料和能源。

The reality is where all those kind of geopolitical flashpoints are at.

這就是所有那些地緣政治引爆點所在的地方。

程度副詞

There are very important global resources that batter in the AI transformation.

有一些非常重要的全球資源，它們在 AI 轉型中扮演著關鍵角色。

You need in 2026 to pay attention to geopolitics, geography and geology.

2026 年，你需要關注地緣政治、地理和地質。

I cover markets here at cnbc and I'm watching as the AI boom sends the price of commodities at the heart of AI infrastructure buildout.

我在 CNBC 這裡關注市場，我正在觀察 AI 榮景如何推升 AI 基礎設施建置核心商品的價格。

Demand for copper, aluminum, lithium, cobalt and silicon are all projected to triple by 2030.

到 2030 年，銅、鋁、鋰、鈷和矽的需求預計都會增加兩倍。

And precious metals like gold, silver, platinum and palladium hit record levels in 2025.

而黃金、白銀、白金和鈀金等貴金屬在 2025 年創下歷史新高。

Of course, there are other factors at play when things get turbulent.

當然，在局勢動盪時，還有其他因素在起作用。

Precious metals are considered a safe haven for investors.

貴金屬被視為投資者的避險資產。

But these metals are key to the AI buildout.

We do think that, you know, geopolitical flashpoints are going to be more prominent in 2026 and going forward, we've entered kind of another period in history when superpowers are more likely to make bold moves to secure and defend natural resources and, and

我們認為，你知道，地緣政治引爆點在 2026 年及之後會變得更為突出，我們已經進入了另一個歷史時期，超級大國更有可能採取大膽行動來確保和捍衛自然資源，以及

strategic economic routes outside of their own borders.

他們國境以外的戰略經濟路線。

People are quickly realizing that in order for countries to succeed and call it win the AI global race, they're going to need the resources to do it.

人們很快就意識到，為了讓國家成功並贏得全球 AI 競賽，他們需要資源來實現這一目標。

They have to look around the world and say, where are those finite resources that are the core inputs into all of this build, whether it's chips or data centers, artificial intelligence, and

他們必須環顧世界，看看那些是所有建置的核心投入物，無論是晶片、資料中心還是人工智慧，那些有限的資源在哪裡，

then make sure that they've got longer term ways to access those elements.

然後確保他們有長期的管道來獲取這些元素。

There's a number of reasons investors can keep an eye on in the U.S.

美國有一些原因讓投資人可以關注。

president Trump has denied that his interest in Greenland has anything to do with the untapped deposits of critical minerals and rare earth elements there.

川普總統否認他對格陵蘭的興趣與當地未開發的關鍵礦物和稀土元素礦藏有關。

But both Greenland and Venezuela are known to have deposits of critical minerals used in advanced AI chips.

但格陵蘭和委內瑞拉都知道有用於先進 AI 晶片的關鍵礦物礦藏。

Russia too has eyes on the mineral rich Arctic.

俄羅斯也對礦產豐富的北極地區虎視眈眈。

And Ukraine has the largest lithium reserves in Europe and some of the biggest titanium reserves in the world.

而且烏克蘭擁有歐洲最大的鋰礦儲量，以及全球最大的鈦礦儲量之一。

Two key elements for establishing AI dominance.

這是建立 AI 主導地位的兩個關鍵元素。

And China controls 70% of the global lithium processing capacity thanks to the significant presence they've built in the so called lithium triangle, which is made up of Chile, Argentina and Bolivia.

而中國則因為在智利、阿根廷和玻利維亞組成的所謂「鋰三角」地區擁有顯著的影響力，控制了全球 70% 的鋰加工產能。

Is an amazing race, right, that the west needs to absolutely win, right?

這場競賽真是太精彩了，西方國家絕對必須贏下來，對吧？

No matter how much we we hardened our critical defense, our industrial infrastructure, our technology infrastructure, the simple fact is that the countries with superior intelligence will have the potential to dominate.

無論我們如何加強我們的關鍵國防、工業基礎設施、科技基礎設施，一個簡單的事實是，擁有優勢情報的國家將有潛力稱霸。

2026 looks like a strong year for markets overall.

2026 年看起來將是整體市場表現強勁的一年。

But the race to control the natural resources critical to the AI boom could mean the volatility we've seen so far in stocks will be a feature going forward.

但爭奪對 AI 榮景至關重要的自然資源的競賽，可能意味著我們到目前為止在股票市場上看到的波動性，將會是未來的一大特色。

You're going to have to pay attention to geopolitics in 2026 relative to your investment portfolio.

2026 年，你必須關注地緣政治對你投資組合的影響。

You're going to start hearing about commodities that many people have never heard of before.

你將開始聽到許多人以前從未聽說過的商品。

Lesser known industrial metals like gallium or germanium, which are key inputs into semiconductors, AI chips, fiber optic systems, military grade and night vision elements.

像是鎵或鍺這類較少人知道的工業金屬，它們是半導體、AI 晶片、光纖系統、軍規和夜視元件的關鍵原料。

All of those are imperative for, for the growth of AI and what's happening in that space.

這些都是 AI 成長和相關領域發展的必需品。

So we think the demand will start to outstrip maybe supply.

所以我們認為需求可能會開始超過供應。

I would try to own the actual commodities themselves.

And we know commodities have a low correlation to other assets within a normal diversified portfolio, like stocks, like bonds, like alternative assets.

而且我們知道，在一般的多元化投資組閤中，商品與股票、債券、另類資產等其他資產的相關性很低。

And so they add a lot of risk, return, benefit.

所以它們能帶來很大的風險回報效益。

We seem to think that you either use an active manager, like an active 40 act mutual fund or just an ETF.

我們似乎認為，你要嘛使用主動型基金經理，像是主動型 40Act 的共同基金，不然就是 ETF。

There's always something happening around the globe and it's not a reason to not invest.

全球總是有事情在發生，這不是不投資的理由。

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新世界秩序對大宗商品貿易意味著什麼？！ (What The New World Order Means For The Commodities Trade)

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