🫓大饼，这个行业_老虎社区_美港股上老虎

🫓大饼，

这个行业可以配置一部分

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":489701900300440,"tweetId":"489701900300440","gmtCreate":1760583699451,"gmtModify":1760583702030,"author":{"id":3459462368857793,"idStr":"3459462368857793","authorId":3459462368857793,"authorIdStr":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.01","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":58,"starInvestorFlag":false},"themes":[{"themeId":"4e5b2b0a12ab45609e8cb4d0b470c96b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"押注特朗普！核能大涨，稀土回调，谁还有机会？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4e5b2b0a12ab45609e8cb4d0b470c96b}&rnconfig={\"headerBarHidden\": true}","description":"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！\n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？】","image":"https://static.tigerbbs.com/e61e5c76bd2479c96d8cdb3f8fcc89e5"}],"images":[],"coverImages":[],"html":"<html><head></head><body>🫓大饼，\n这个行业可以配置一部分</body></html>","htmlText":"<html><head></head><body>🫓大饼，\n这个行业可以配置一部分</body></html>","text":"🫓大饼， 这个行业可以配置一部分","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/489701900300440","repostId":0,"isVote":1,"tweetType":1,"viewCount":212,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/489701900300440"}