Recently, a number of prominent AI companies in the United States have advocated for a deceleration in the pace of AI technological advancements, citing mounting security risks as their primary concern. Concurrently, the persistent surge in US Treasury yields has induced considerable fluctuations in the stock prices of chip manufacturers like Nvidia, subsequently exerting downward pressure on the prices of computing power metals, including copper and tin. The international market is now on high alert, guarding against the potential for a policy shift in the United States. In September, the copper futures market at the London Metal Exchange experienced a swift reversal in its structure, transitioning from a state of backwardation to one of contango. The Bank for International Settlements highlighted in its September quarterly report that funds are divesting from concentrated investments in a select few leading AI stocks. Despite this, the industrial sector has not witnessed a significant contraction due to the prevailing sentiment in financial markets, with industry experts forecasting sustained strength in the non-ferrous metals market over the next two quarters.