$中国稀土(0076_老虎社区_美港股上老虎

$中国稀土(00769)$美股稀土昨天和港一样也在大幅回调，不过是盘中调整，整体还是比较稳，港股稀土盘中走得总是很拖沓，没办法，那边钱还是多，继续持股中国稀土不动

最近摩根士丹利列出了一个“国家安全主题核心股票池”，涵盖稀土、锂矿、电池、核能四大赛道，押注未来十年的AI与能源安全！包括稀土板块的 $The Metals Company(TMC)$ , $United States Antimony Corp(UAMY)$ , 等，涨幅都超过了400%；核能板块的 $Oklo Inc.(OKLO)$ , $Energy Fuels Inc(UUUU)$ , 等，也是迎合了“清洁能源+地缘安全”双重逻辑，持续走强；AI算力能源链的 $AMERICAN BATTERY TECHNOLOGY CO(ABAT)$ 等，也是资金的新宠。【想要押注“特朗普概念股”，大家更看好哪些板块？稀土回调，会有机会吗？】

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