Intengo Yethusi Ihlala Iphezulu！

Ezinyangeni ezimbili ezedlule, ukwenyuka okusheshayo kwentengo yethusi kubonakala kabanzi, kusukela ku-(LME) US$8,000 ngoFebhuwari kuya ngaphezu kuka-US$10,000 (LME) izolo (Ephreli 30). Ubukhulu kanye nesivinini salokhu kwenyuka bekungaphezu kwalokho ebesikulindele. Ukwenyuka okunjalo kubangele ama-oda ethu amaningi futhi kwabangela ingcindezi enkulu ebangelwe ukwenyuka kwentengo yethusi. Isizathu ukuthi amanye amakhotheshini anikezwa ngoFebhuwari, kodwa ama-oda amakhasimende abekwe kuphela ngo-Ephreli. Ngaphansi kwezimo ezinjalo, sisazisa amakhasimende ethu ukuthi aqiniseke ukuthi iTianjin Ruiyuan Electric Material Co., Ltd. (TRY) iyibhizinisi elizinikele kakhulu nelinomthwalo wemfanelo futhi kungakhathaliseki ukuthi intengo yethusi ikhuphuka kangakanani, sizolandela isivumelwano futhi silethe izimpahla ngesikhathi.

Ngokuhlaziya kwethu, kucatshangwa ukuthi intengo yethusi izohlala iphezulu isikhathi esithile futhi kungenzeka ukuthi ifinyelele irekhodi elisha. Njengoba ibhekene nokuntuleka kwethusi emhlabeni wonke kanye nezidingo eziqinile, ikusasa lethusi laseLondon Metal Exchange (LME) liqhubeke nokwenyuka kakhulu lilonke, libuyela ku-US$10,000 ngethani ngemuva kweminyaka emibili. Ngo-Ephreli 29, ikusasa lethusi le-LME likhuphuke ngo-1.7% laya ku-US$10,135.50 ngethani, eduze nerekhodi eliphakeme lama-US$10,845 elibekwe ngoMashi 2022. Ibhidi lokuthenga le-BHP Billiton le-Anglo American plc liphinde lagqamisa ukukhathazeka ngokuhlinzekwa, okwaba yisisusa esibalulekile samanani ethusi ukuthi adlule ama-US$10,000/ithani. Njengamanje, amandla okukhiqiza imayini yethusi ye-BHP Billiton awakwazi ukuhambisana nesidingo semakethe. Ukwandisa amandla ayo okukhiqiza kwethusi ngokuthenga kungaba yindlela esheshayo yokuhlangabezana nezidingo zemakethe, ikakhulukazi esimweni sokutholakala kwethusi emhlabeni jikelele okuqinile njengamanje.
Kukhona nezinye izici eziningana ezibangela ukwanda. Okokuqala, izingxabano zesifunda zisaqhubeka. Amaqembu aphikisanayo adla inani elikhulu lezinhlamvu nsuku zonke, kuyilapho ithusi lingenye yezinsimbi ezibalulekile zokukhiqiza izinhlamvu. Izingxabano eziqhubekayo eMpumalanga Ephakathi, kanye nezici zemboni yezempi zingenye yezizathu ezibaluleke kakhulu neziqondile zokwenyuka kwentengo yethusi.
Ngaphezu kwalokho, ukuthuthukiswa kwe-AI nakho kunomthelela wesikhathi eside entengo yethusi. Kudinga ukwesekwa kwamandla aqinile ekhompyutha ancike ezikhungweni zedatha ezinkulu kanye nentuthuko ekwakhiweni kwengqalasizinda lapho imishini yengqalasizinda yamandla kagesi idlala indima enkulu kuyilapho ithusi liyinsimbi ebalulekile yengqalasizinda yamandla kagesi futhi lingathonya ukuthuthukiswa kwe-AI ngokujulile. Kungashiwo ukuthi ukwakhiwa kwengqalasizinda kuyisixhumanisi esibalulekile ekukhululeni amandla ekhompyutha kanye nokukhuthaza ukuthuthukiswa kwe-AI.
Ngaphandle kwalokho, inkinga yokungatshalwa kwezimali okwanele kwenza kube nzima ukuthola izimayini zekhwalithi ephezulu. Izinkampani ezincane zokuhlola ezinemali encane nazo zibhekene nengcindezi evela ekuvikelweni komphakathi kanye nemvelo kuyilapho izindleko zabasebenzi, imishini kanye nezinto zokusetshenziswa zikhuphukile. Ngakho-ke, amanani ethusi kumele abe phezulu ukuze kukhuthazwe ukwakhiwa kwezimayini ezintsha. U-Olivia Markham, umphathi wezimali kwa-BlackRock utshele ukuthi amanani ethusi kumele adlule u-$12,000 ukuze kukhuthazwe abavukuzi bethusi ukuthi batshale imali ekuthuthukisweni kwezimayini ezintsha. Kungenzeka kakhulu ukuthi lezi zinto ezishiwo ngenhla nezinye zizoholela ekukhuphukeni okwengeziwe kwentengo yethusi.