wl0938
07-21
usar
[财迷]
@big龙:
$MP Materials Corp.(MP)$ 稀土市场就是供需游戏。大资金对本土稀土股虎视眈眈,能入法眼的就三家。$MP Materials Corp.(MP)$ 以90亿市值遥遥领先,$USA Rare Earth Inc.(USAR)$ 和$Ramaco Resources Inc.(METC)$ 加起来约25亿。算算50亿资金要进场,光$MP Materials Corp.(MP)$ 就有3000万空单被国防部消息套牢,这轧空行情够酸爽。本土稀土这局棋,选择真不多,踏空恐惧症要犯了。
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