Copper is not a safe haven, but it benefits from macro certainty

I recently bought copper, with a current return of about +21%, mainly based on the long-term demand certainty driven by global electrification and infrastructure investment.
Many people think of gold and silver when discussing safe havens, but in my view, the "certainty assets" among non-ferrous metals are also worth paying attention to. Copper is not a traditional safe-haven asset, but it is highly sensitive to macro cycles and industrial upgrades.

Against the backdrop of ongoing advancements in new energy, electric vehicles, and grid modernization, the demand logic for copper is very clear, while supply is difficult to release quickly. This mismatch between supply and demand makes copper more likely to attract capital when the macro environment is unstable.

My core strategy for copper is: when market divergence on economic outlook widens, capital will prioritize assets that "understand demand," and copper is exactly such a "logically transparent asset." Unlike some minor metals driven by sentiment, it more gradually reflects industrial trends. #黄金白银再创新高 $GT