Jonathan潘
10-13
中美脱钩是历史发展的必然，美国一定不会任由稀土受中国控制，几大稀土公司股票长期看来是非常好的对冲关税影响的标的！
@Jonathan潘：
三月翻三倍 美股稀土建仓 就是现在！！！
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flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/26e434cd9c08d6e43892491ae3a149e3\"><img><span><br></span></p>\n<p><br></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/5abd9daee0f13884781c3a8152d04ba0\"><img><span><br></span></p>\n<p><br></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/46aa6177f74984b8830f28a3d4035ea1\"><img><span><br></span></p>\n<p><br></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/194ae3ae43ef968e14ef68a91a058b82\"><img><span><br></span></p>\n<p><br></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/8e2c912270200b7f175d3cce20586cc5\"><img><span><br></span></p>\n<p><br></p>\n<p>🔹 效果：市场预期这些公司将受益于政策扶持和价格上涨，股价往往短线走强。</p>\n<p>价格支撑 ：稀土是新能源、电动车、军工和芯片产业链的关键原料。</p>\n<p>供应紧张 → 稀土价格上涨 → 上游企业利润改善。</p>\n<p>美国政策配合 ：无论川普还是拜登，美国政府长期都有“分散供应链”趋势。</p>\n<p>川普可能通过关键矿物战略储备、补贴本土提炼设施等手段推动去依赖化。</p>\n<p>这些政策直接利好美股中本土稀土开采、分离、磁体制造公司。</p>\n<p>个股选择嫌麻烦，可以查看稀土ETF → REMX.</p>\n<p>个人学习心得分享，不做投资建议，风险自负哈！</p></body></html>","htmlText":"<html><head></head><body><p>新一轮的中美关税大战、尤其是稀土出口管控升级，阶段性利好美股稀土板块👇</p>\n<p>一、供应安全议题被热炒， 如果中国（全球约占稀土供应的60–70%）收紧出口或提高关税，美国将被迫加快本土稀土开采与精炼的步伐。</p>\n<p>🔹 几个标的：请查看几张截图。</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/26e434cd9c08d6e43892491ae3a149e3\"><img><span><br></span></p>\n<p><br></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/5abd9daee0f13884781c3a8152d04ba0\"><img><span><br></span></p>\n<p><br></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/46aa6177f74984b8830f28a3d4035ea1\"><img><span><br></span></p>\n<p><br></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/194ae3ae43ef968e14ef68a91a058b82\"><img><span><br></span></p>\n<p><br></p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/8e2c912270200b7f175d3cce20586cc5\"><img><span><br></span></p>\n<p><br></p>\n<p>🔹 效果：市场预期这些公司将受益于政策扶持和价格上涨，股价往往短线走强。</p>\n<p>价格支撑 ：稀土是新能源、电动车、军工和芯片产业链的关键原料。</p>\n<p>供应紧张 → 稀土价格上涨 → 上游企业利润改善。</p>\n<p>美国政策配合 ：无论川普还是拜登，美国政府长期都有“分散供应链”趋势。</p>\n<p>川普可能通过关键矿物战略储备、补贴本土提炼设施等手段推动去依赖化。</p>\n<p>这些政策直接利好美股中本土稀土开采、分离、磁体制造公司。</p>\n<p>个股选择嫌麻烦，可以查看稀土ETF → REMX.</p>\n<p>个人学习心得分享，不做投资建议，风险自负哈！</p></body></html>","text":"新一轮的中美关税大战、尤其是稀土出口管控升级，阶段性利好美股稀土板块👇 一、供应安全议题被热炒， 如果中国（全球约占稀土供应的60–70%）收紧出口或提高关税，美国将被迫加快本土稀土开采与精炼的步伐。 🔹 几个标的：请查看几张截图。 🔹 效果：市场预期这些公司将受益于政策扶持和价格上涨，股价往往短线走强。 价格支撑 ：稀土是新能源、电动车、军工和芯片产业链的关键原料。 供应紧张 → 稀土价格上涨 → 上游企业利润改善。 美国政策配合 ：无论川普还是拜登，美国政府长期都有“分散供应链”趋势。 川普可能通过关键矿物战略储备、补贴本土提炼设施等手段推动去依赖化。 这些政策直接利好美股中本土稀土开采、分离、磁体制造公司。 个股选择嫌麻烦，可以查看稀土ETF → REMX. 个人学习心得分享，不做投资建议，风险自负哈！","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/488932995199448","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["159715"],"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":627,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":451,"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":109,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/488692722839872"}
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