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03-17

被套了出不来吧，吆喝大家接盘

杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股

01-29

不是澄清假消息了吗

美股稀土概念股盘后跳水，特朗普政府放弃关键矿产价格保障

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15:19","market":"sh","language":"zh","title":"杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股","url":"https://stock-news.laohu8.com/highlight/detail?id=1132677298","media":"老虎资讯综合","summary":"AI会导致各国就业增长减少及通胀放缓。","content":"<html><head></head><body><p>杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。</p><p><strong>但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。</strong></p><p>Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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class=\"h-time\">2026-03-17 15:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。</p><p><strong>但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。</strong></p><p>Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/277a0aa3d579d4bdcbda0598e0c059ca","relate_stocks":{"00700":"腾讯控股","BIDU":"百度","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132677298","content_text":"杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。","news_type":1,"symbols_score_info":{"BIDU":2,"00700":2,"BABA":2}},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526991236085104,"gmtCreate":1769668117337,"gmtModify":1769669649956,"author":{"id":"4197607962832062","authorId":"4197607962832062","name":"Yao66","avatar":"https://static.tigerbbs.com/5fb262e7a90ac217f0194c24722625e2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197607962832062","authorIdStr":"4197607962832062"},"themes":[],"title":"","htmlText":"不是澄清假消息了吗","listText":"不是澄清假消息了吗","text":"不是澄清假消息了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526991236085104","repostId":"1199162754","repostType":2,"repost":{"id":"1199162754","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769643530,"share":"https://www.laohu8.com/m/news/1199162754?lang=zh_CN&edition=full","pubTime":"2026-01-29 07:38","market":"us","language":"zh","title":"美股稀土概念股盘后跳水，特朗普政府放弃关键矿产价格保障","url":"https://stock-news.laohu8.com/highlight/detail?id=1199162754","media":"老虎资讯综合","summary":"美东时间1月28日盘后，美股稀土概念股全线下挫。路透社报道，特朗普政府正放弃此前为美国关键矿产项目提供最低价格保障的计划。据悉，本月早些时候在一场闭门会议上，两位特朗普政府高级官员向美国矿产企业高管表示，其项目必须在没有政府价格支持的情况下实现财务独立。美国商务部国际贸易署副助理部长约书亚·克鲁恩亦出席会议，并传达政府已无能力提供价格下限的立场。","content":"<html><head></head><body><p>美东时间1月28日盘后，美股稀土概念股全线下挫。 <a href=\"https://laohu8.com/S/USAR\">USA Rare Earth Inc.</a> 盘后重挫11.48%， <a href=\"https://laohu8.com/S/MP\">MP Materials Corp.</a> 亦大跌逾10%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d678ebd891fa37feeb5511054e8135b5\" title=\"\" tg-width=\"465\" tg-height=\"140\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b9d6709447032d6795e42d0036e85d2\" title=\"\" tg-width=\"471\" tg-height=\"138\"/></p><p>路透社报道，特朗普政府正放弃此前为美国关键矿产项目提供最低价格保障的计划。此政策调整正值美国参议院委员会审查去年向MP Materials提供的价格下限之际，意味着政府对行业承诺出现逆转，也可能与G7伙伴国正在讨论的联合价格支持措施产生分歧——这些措施原本旨在推动电动汽车、半导体、国防及消费电子等关键矿产的生产。</p><p>据悉，本月早些时候在一场闭门会议上，两位特朗普政府高级官员向美国矿产企业高管表示，其项目必须在没有政府价格支持的情况下实现财务独立。美国能源部助理部长奥德丽·罗伯逊指出：“我们不是来扶持你们，不要指望政府会提供支持。”美国商务部国际贸易署副助理部长约书亚·克鲁恩亦出席会议，并传达政府已无能力提供价格下限的立场。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股稀土概念股盘后跳水，特朗普政府放弃关键矿产价格保障</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股稀土概念股盘后跳水，特朗普政府放弃关键矿产价格保障\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-29 07:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美东时间1月28日盘后，美股稀土概念股全线下挫。 <a href=\"https://laohu8.com/S/USAR\">USA Rare Earth Inc.</a> 盘后重挫11.48%， <a href=\"https://laohu8.com/S/MP\">MP Materials Corp.</a> 亦大跌逾10%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d678ebd891fa37feeb5511054e8135b5\" title=\"\" tg-width=\"465\" tg-height=\"140\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b9d6709447032d6795e42d0036e85d2\" title=\"\" tg-width=\"471\" tg-height=\"138\"/></p><p>路透社报道，特朗普政府正放弃此前为美国关键矿产项目提供最低价格保障的计划。此政策调整正值美国参议院委员会审查去年向MP Materials提供的价格下限之际，意味着政府对行业承诺出现逆转，也可能与G7伙伴国正在讨论的联合价格支持措施产生分歧——这些措施原本旨在推动电动汽车、半导体、国防及消费电子等关键矿产的生产。</p><p>据悉，本月早些时候在一场闭门会议上，两位特朗普政府高级官员向美国矿产企业高管表示，其项目必须在没有政府价格支持的情况下实现财务独立。美国能源部助理部长奥德丽·罗伯逊指出：“我们不是来扶持你们，不要指望政府会提供支持。”美国商务部国际贸易署副助理部长约书亚·克鲁恩亦出席会议，并传达政府已无能力提供价格下限的立场。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/0abb7023ea8c14a053da75c7af27050d","relate_stocks":{"MP":"MP Materials Corp.","USAR":"USA Rare Earth Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199162754","content_text":"美东时间1月28日盘后，美股稀土概念股全线下挫。 USA Rare Earth Inc. 盘后重挫11.48%， MP Materials Corp. 亦大跌逾10%。路透社报道，特朗普政府正放弃此前为美国关键矿产项目提供最低价格保障的计划。此政策调整正值美国参议院委员会审查去年向MP Materials提供的价格下限之际，意味着政府对行业承诺出现逆转，也可能与G7伙伴国正在讨论的联合价格支持措施产生分歧——这些措施原本旨在推动电动汽车、半导体、国防及消费电子等关键矿产的生产。据悉，本月早些时候在一场闭门会议上，两位特朗普政府高级官员向美国矿产企业高管表示，其项目必须在没有政府价格支持的情况下实现财务独立。美国能源部助理部长奥德丽·罗伯逊指出：“我们不是来扶持你们，不要指望政府会提供支持。”美国商务部国际贸易署副助理部长约书亚·克鲁恩亦出席会议，并传达政府已无能力提供价格下限的立场。","news_type":1,"symbols_score_info":{"MP":2,"USAR":2}},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":543580513366912,"gmtCreate":1773735583675,"gmtModify":1773735687859,"author":{"id":"4197607962832062","authorId":"4197607962832062","name":"Yao66","avatar":"https://static.tigerbbs.com/5fb262e7a90ac217f0194c24722625e2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197607962832062","idStr":"4197607962832062"},"themes":[],"title":"","htmlText":"被套了出不来吧，吆喝大家接盘","listText":"被套了出不来吧，吆喝大家接盘","text":"被套了出不来吧，吆喝大家接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543580513366912","repostId":"1132677298","repostType":2,"repost":{"id":"1132677298","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1773731942,"share":"https://www.laohu8.com/m/news/1132677298?lang=zh_CN&edition=full","pubTime":"2026-03-17 15:19","market":"sh","language":"zh","title":"杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股","url":"https://stock-news.laohu8.com/highlight/detail?id=1132677298","media":"老虎资讯综合","summary":"AI会导致各国就业增长减少及通胀放缓。","content":"<html><head></head><body><p>杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。</p><p><strong>但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。</strong></p><p>Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n杰富瑞：美国AI泡沬至少两年才会形成，已减持美国科技股，高配中国科技股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-17 15:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。</p><p><strong>但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。</strong></p><p>Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/277a0aa3d579d4bdcbda0598e0c059ca","relate_stocks":{"00700":"腾讯控股","BIDU":"百度","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132677298","content_text":"杰富瑞(Jefferies)全球宏观策略师Mohit Kumar表示，目前不太忧虑美国人工智能(AI)发展出泡沬，即使未来会有泡沬，估计亦需时至少两年时间才会形成。Kumar解释，现在美国超大规模云服务商(Hyperscalers)，其大部分AI资本开支都是来自现金，企业就AI投资而作出的借贷杠杆水平不高，估计要到明年底，借贷杠杆才会升至1999年至2000年科网泡沬时期的水平。但他坦言近期已减持美国科技股持仓，原因是市场开始质疑有关资本开支能够带来多少回报。与此同时，Kumar改为高配中国科技股，称相信中国科技股在未来几年甚至几十年都会是大赢家，原因是中国的大模型如DeepSeek，能够以较美国同业为低的成本，做出质素仅略逊于美国同业的大模型。Kumar预期美国今年下半年将减息两次，指AI会导致各国就业增长减少及通胀放缓，继而推动全球央行币策更为偏向鸽派。他续指，在各国财政扩张之下，全球流动性已较过往两年大增，这些资金最终都会流入不同资产类别，利好资产表现。","news_type":1,"symbols_score_info":{"BIDU":2,"00700":2,"BABA":2}},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526991236085104,"gmtCreate":1769668117337,"gmtModify":1769669649956,"author":{"id":"4197607962832062","authorId":"4197607962832062","name":"Yao66","avatar":"https://static.tigerbbs.com/5fb262e7a90ac217f0194c24722625e2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197607962832062","idStr":"4197607962832062"},"themes":[],"title":"","htmlText":"不是澄清假消息了吗","listText":"不是澄清假消息了吗","text":"不是澄清假消息了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526991236085104","repostId":"1199162754","repostType":2,"repost":{"id":"1199162754","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769643530,"share":"https://www.laohu8.com/m/news/1199162754?lang=zh_CN&edition=full","pubTime":"2026-01-29 07:38","market":"us","language":"zh","title":"美股稀土概念股盘后跳水，特朗普政府放弃关键矿产价格保障","url":"https://stock-news.laohu8.com/highlight/detail?id=1199162754","media":"老虎资讯综合","summary":"美东时间1月28日盘后，美股稀土概念股全线下挫。路透社报道，特朗普政府正放弃此前为美国关键矿产项目提供最低价格保障的计划。据悉，本月早些时候在一场闭门会议上，两位特朗普政府高级官员向美国矿产企业高管表示，其项目必须在没有政府价格支持的情况下实现财务独立。美国商务部国际贸易署副助理部长约书亚·克鲁恩亦出席会议，并传达政府已无能力提供价格下限的立场。","content":"<html><head></head><body><p>美东时间1月28日盘后，美股稀土概念股全线下挫。 <a href=\"https://laohu8.com/S/USAR\">USA Rare Earth Inc.</a> 盘后重挫11.48%， <a href=\"https://laohu8.com/S/MP\">MP Materials Corp.</a> 亦大跌逾10%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d678ebd891fa37feeb5511054e8135b5\" title=\"\" tg-width=\"465\" tg-height=\"140\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b9d6709447032d6795e42d0036e85d2\" title=\"\" tg-width=\"471\" tg-height=\"138\"/></p><p>路透社报道，特朗普政府正放弃此前为美国关键矿产项目提供最低价格保障的计划。此政策调整正值美国参议院委员会审查去年向MP Materials提供的价格下限之际，意味着政府对行业承诺出现逆转，也可能与G7伙伴国正在讨论的联合价格支持措施产生分歧——这些措施原本旨在推动电动汽车、半导体、国防及消费电子等关键矿产的生产。</p><p>据悉，本月早些时候在一场闭门会议上，两位特朗普政府高级官员向美国矿产企业高管表示，其项目必须在没有政府价格支持的情况下实现财务独立。美国能源部助理部长奥德丽·罗伯逊指出：“我们不是来扶持你们，不要指望政府会提供支持。”美国商务部国际贸易署副助理部长约书亚·克鲁恩亦出席会议，并传达政府已无能力提供价格下限的立场。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股稀土概念股盘后跳水，特朗普政府放弃关键矿产价格保障</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股稀土概念股盘后跳水，特朗普政府放弃关键矿产价格保障\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-29 07:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美东时间1月28日盘后，美股稀土概念股全线下挫。 <a href=\"https://laohu8.com/S/USAR\">USA Rare Earth Inc.</a> 盘后重挫11.48%， <a href=\"https://laohu8.com/S/MP\">MP Materials Corp.</a> 亦大跌逾10%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d678ebd891fa37feeb5511054e8135b5\" title=\"\" tg-width=\"465\" tg-height=\"140\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b9d6709447032d6795e42d0036e85d2\" title=\"\" tg-width=\"471\" tg-height=\"138\"/></p><p>路透社报道，特朗普政府正放弃此前为美国关键矿产项目提供最低价格保障的计划。此政策调整正值美国参议院委员会审查去年向MP Materials提供的价格下限之际，意味着政府对行业承诺出现逆转，也可能与G7伙伴国正在讨论的联合价格支持措施产生分歧——这些措施原本旨在推动电动汽车、半导体、国防及消费电子等关键矿产的生产。</p><p>据悉，本月早些时候在一场闭门会议上，两位特朗普政府高级官员向美国矿产企业高管表示，其项目必须在没有政府价格支持的情况下实现财务独立。美国能源部助理部长奥德丽·罗伯逊指出：“我们不是来扶持你们，不要指望政府会提供支持。”美国商务部国际贸易署副助理部长约书亚·克鲁恩亦出席会议，并传达政府已无能力提供价格下限的立场。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/0abb7023ea8c14a053da75c7af27050d","relate_stocks":{"MP":"MP Materials Corp.","USAR":"USA Rare Earth Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199162754","content_text":"美东时间1月28日盘后，美股稀土概念股全线下挫。 USA Rare Earth Inc. 盘后重挫11.48%， MP Materials Corp. 亦大跌逾10%。路透社报道，特朗普政府正放弃此前为美国关键矿产项目提供最低价格保障的计划。此政策调整正值美国参议院委员会审查去年向MP Materials提供的价格下限之际，意味着政府对行业承诺出现逆转，也可能与G7伙伴国正在讨论的联合价格支持措施产生分歧——这些措施原本旨在推动电动汽车、半导体、国防及消费电子等关键矿产的生产。据悉，本月早些时候在一场闭门会议上，两位特朗普政府高级官员向美国矿产企业高管表示，其项目必须在没有政府价格支持的情况下实现财务独立。美国能源部助理部长奥德丽·罗伯逊指出：“我们不是来扶持你们，不要指望政府会提供支持。”美国商务部国际贸易署副助理部长约书亚·克鲁恩亦出席会议，并传达政府已无能力提供价格下限的立场。","news_type":1,"symbols_score_info":{"MP":2,"USAR":2}},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}