麥克莫蘭公司CEO：印尼兩座冶煉廠現已投產。

人工智能基礎設施建設正在推高數據中心、電力設備、輸電網絡及配套設施對銅的需求，但銅礦生產率持續下降，新礦開發難度也在上升，供給擴張可能難以跟上需求。即使按照較爲保守的AI基礎設施增長預期，礦企也可能需要提高資本開支相對於運營開支的比例，以增加銅礦供給。如圖所示，純銅業務資本開支與運營開支之比在2013財年一度達到約60%，此後有所回落；圖表預測該比例到2030財年約爲22%。惠靈頓認爲，若要激勵礦企進一步增加投資，銅價可能需要上漲。不過，過去15年勘探活動不足、專業人才短缺，以及採礦許可審批和環保約束，仍可能限制新增供給。銅價上漲不僅可能利好銅商品本身，也可能改善銅礦企業增加資本投入的經濟性。

On Oct 27 Hongguo Short Drama said on its official account that online reports claiming annualized revenue near 40 bln yuan and this year’s revenue of 42–45 bln yuan are inaccurate. The company said cited “institutional,” “industry” and “expert” figures are not official and related comparisons, extrapolations and interpretations lack factual basis. It added most revenue is being allocated to creator revenue-sharing, copyright minimum guarantees and support for premium content as it grows with short-drama industry partners.