美国的稀土储量世界第_老虎社区_美港股上老虎

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。 $MP Materials Corp.(MP)$

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

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

发表看法

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