存钱游乐场
10-16
美国的稀土储量世界第二,轻稀土矿质量世界第一。不是矿不够,也不是技术不行,就是一切得从头开始,需要时间。现在这个过程已经加速了,而且速度还挺快的。
$MP Materials Corp.(MP)$
押注特朗普!核能大涨,稀土回调,谁还有机会?
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。
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亿千
10-16
亿千
稀土不是很好看了. 因为太多杂毛跳出来抢热钱. 龙头反而没那么香.除非来点新的爆炸新闻. 合并啥的
存钱游乐场
:
说得在理,先蹲着看看呗
雁门关向东二万五千里
10-16
雁门关向东二万五千里
这货今年初才开始建分离设施,建到哪一步了,明年能分离多少吨?完全靠猜,
存钱游乐场
:
总比原地踏步强,等三季报或者明年初官方给点具体数据,估计能更踏实点
谜语人
10-17
谜语人
美国需要的是重稀土而非轻稀土
存钱游乐场
:
重稀土确实是美国目前短板
什么也没有了~
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