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Ai简单

Ai简单

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05-08 01:27

$高通(QCOM)$ 恶庄，这个票删了吧

02-13

$白银/美元(XAGUSD.FOREX)$ 55左右

2025-09-29

$蔚来-SW(09866)$ 节假日公布9月销量，总多少？5-6万？新高？

03-18

$Swarmer, Inc.(SWMR)$ 嘛了

01-15

$中国白银集团(00815)$ 白银历史高点，你退市吧

05-07

$AppLovin Corporation(APP)$ 这个有点残忍吧？盘后拉上去12个点套人么？追进去的不得吐血哦[喷血]

04-01

$阿里巴巴(BABA)$ 中概真是垃圾啊

2025-02-26

跑什么跑，总不能一直没有脊梁骨吧

2025-02-26

跑什么跑，不可能一直没有脊梁骨吧

去老虎APP查看更多动态

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30日财报，大家怎么看，跑不跑波动+20%-20%？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/558603119404320","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566290818801808","authorIdStr":"3566290818801808"},"content":"财报不会差.","text":"财报不会差.","html":"财报不会差."},{"author":{"id":"3495689543222264","authorId":"3495689543222264","name":"金乌贼","avatar":"https://static.tigerbbs.com/38f87b69e7ece2064e01a1524f4004b7","crmLevel":3,"crmLevelSwitch":0,"idStr":"3495689543222264","authorIdStr":"3495689543222264"},"content":"这只妖股，5.1到期的期权隐含波动率300%，做了点covered call ，收收租金","text":"这只妖股，5.1到期的期权隐含波动率300%，做了点covered call ，收收租金","html":"这只妖股，5.1到期的期权隐含波动率300%，做了点covered call 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20:14","market":"us","language":"zh","title":"美国打响关键矿产战略储备战，特朗普豪掷120亿美元启动“金库计划”","url":"https://stock-news.laohu8.com/highlight/detail?id=1102148313","media":"老虎资讯综合","summary":"2月2日，美股稀土概念股盘前集体拉升， $USA Rare Earth(USAR)$涨超5%，$MP Materials(MP)$、$Critical Metals(CRML)$涨近4%；报道称特朗普计划启动一项价值120亿美元的战略关键矿产储备项目——“金库计划”（Project Vault），旨在保护美国制造商免受供应冲击。","content":"<html><head></head><body><p>2月2日，美股稀土概念股盘前集体拉升， <a href=\"https://laohu8.com/S/USAR\">USA Rare Earth</a>涨超5%，<a href=\"https://laohu8.com/S/MP\">MP Materials</a>、<a href=\"https://laohu8.com/S/CRML\">Critical Metals</a>涨近4%；美国总统特朗普计划启动一项战略性关键矿产储备，并提供120亿美元的种子资金，旨在美方努力削减对中国稀土及其他金属依赖的过程中，使制造商免受供应冲击。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9631f832e3c5bf9fb7ee1e4623ff2833\" title=\"\" tg-width=\"855\" tg-height=\"726\"/></p><p style=\"text-align: justify;\">这项名为“金库项目”(Project Vault)的合资计划，拟将 1.67 亿美元的私人资本与美国进出口银行提供的 100 亿美元贷款相结合，为汽车制造商、科技公司及其他制造商采购并储存矿产。</p><p style=\"text-align: justify;\">描述该计划细节的高级政府官员透露，这将是美国私营部门首个此类储备库。</p><p style=\"text-align: justify;\">这项努力类似于美国现有的紧急石油储备。但其重点不再是原油，而是用于 iPhone、电池和喷气发动机等产品中的矿产，如镓和钴。预计该储备将包括稀土、关键矿产以及受价格波动影响的其他战略性重要元素。</p><p style=\"text-align: justify;\">这代表了美方为积累工业经济(包括汽车、航空航天和能源领域)所需关键矿产而做出的重大承诺，并凸显了特朗普致力于使美国供应链摆脱对中国的依赖。中国是全球关键矿产的主要供应商和加工商。</p><p style=\"text-align: justify;\">截至目前，该项目已有十几家公司参与，包括通用汽车、斯特兰蒂斯、波音、康宁、 GE Vernova Inc. 以及 Alphabet 旗下的谷歌。</p><p style=\"text-align: justify;\">Hartree Partners LP、Traxys North America LLC 和 Mercuria Energy Group Ltd. 这三家大宗商品交易行已签约负责采购填充储备所需的原材料。</p><p style=\"text-align: justify;\">进出口银行董事会定于周一晚些时候投票授权这笔创纪录的 15 年期贷款，其金额是该行历史上第二大交易的两倍多。</p><p style=\"text-align: justify;\">特朗普定于周一会见通用汽车首席执行官玛丽·博拉和矿业亿万富翁罗伯特·弗里德兰，他们分别代表了关键矿产的生产商和用户。</p><p style=\"text-align: justify;\">美国目前已经运作着一个服务于国家国防工业基础的关键矿产国家储备，但没有针对民用需求的储备。在特朗普的领导下，美国还采取了罕见的步骤，直接投资于国内矿产公司，以提高国内稀土的产量和加工能力。</p><p style=\"text-align: justify;\">政府已经就此问题与澳大利亚、日本、马来西亚等国签署了合作协议。在定于周三在华盛顿举行的数十国峰会期间，政府将向更多国家施压，以达成此类协议。</p><p style=\"text-align: justify;\">去年，在中国收紧部分材料的出口管制后，减少矿产供应链风险的努力获得了新的动力。</p><p style=\"text-align: justify;\">这一新的合资项目将为参与的制造商提供一种方式，使其业务免受关键材料价格波动的影响，而无需自行维护储备。</p><p style=\"text-align: justify;\">这类价格波动可能使公司暴露在关键原材料投入的巨大波动中，从而对资产负债表造成破坏。例如，在俄乌冲突后不久，由于担心买家无法再从顶级供应商俄罗斯购买金属，镍价出现了历史性的飙升。</p><p style=\"text-align: justify;\">“金库项目”结构的某些细节尚未立即披露，包括提供 1.67 亿美元资金的机构投资者。政府高级官员表示，由于投资者被这一具有信用实力的制造商群体、他们的长期承诺以及美国官方出口信用机构的参与所吸引，该项目已被超额认购。</p><p style=\"text-align: justify;\">向这些制造商收取的具体持有成本，以及支付给作为采购官参与的贸易公司的费用，均未透露。</p><p style=\"text-align: justify;\">根据该安排，最初承诺在未来按特定库存价格购买材料，并支付部分前期费用的公司，将能够向“金库项目”提交一份他们所需的首选材料清单。</p><p style=\"text-align: justify;\">相应地，该项目将寻求采购并储存这些材料，制造商则需承担与贷款利息和持有元素相关的支出(即持有成本)。</p><p style=\"text-align: justify;\">只要制造商补充材料，就将被允许提取其储备的材料。官员们表示，在发生重大供应中断的情况下，他们将能够提取全部储备。</p><p style=\"text-align: justify;\">该计划设计中的一个关键要素是，承诺以设定价格购买特定数量材料的制造商，同时也承诺在未来以同样的成本回购相同数量的材料。政府认为这将起到稳定机制的作用，有助于抑制波动。</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>美国打响关键矿产战略储备战，特朗普豪掷120亿美元启动“金库计划”</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{ 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}\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美国打响关键矿产战略储备战，特朗普豪掷120亿美元启动“金库计划”\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\">2026-02-02 20:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月2日，美股稀土概念股盘前集体拉升， <a href=\"https://laohu8.com/S/USAR\">USA Rare Earth</a>涨超5%，<a href=\"https://laohu8.com/S/MP\">MP Materials</a>、<a href=\"https://laohu8.com/S/CRML\">Critical Metals</a>涨近4%；美国总统特朗普计划启动一项战略性关键矿产储备，并提供120亿美元的种子资金，旨在美方努力削减对中国稀土及其他金属依赖的过程中，使制造商免受供应冲击。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9631f832e3c5bf9fb7ee1e4623ff2833\" title=\"\" tg-width=\"855\" tg-height=\"726\"/></p><p style=\"text-align: justify;\">这项名为“金库项目”(Project Vault)的合资计划，拟将 1.67 亿美元的私人资本与美国进出口银行提供的 100 亿美元贷款相结合，为汽车制造商、科技公司及其他制造商采购并储存矿产。</p><p style=\"text-align: justify;\">描述该计划细节的高级政府官员透露，这将是美国私营部门首个此类储备库。</p><p style=\"text-align: justify;\">这项努力类似于美国现有的紧急石油储备。但其重点不再是原油，而是用于 iPhone、电池和喷气发动机等产品中的矿产，如镓和钴。预计该储备将包括稀土、关键矿产以及受价格波动影响的其他战略性重要元素。</p><p style=\"text-align: justify;\">这代表了美方为积累工业经济(包括汽车、航空航天和能源领域)所需关键矿产而做出的重大承诺，并凸显了特朗普致力于使美国供应链摆脱对中国的依赖。中国是全球关键矿产的主要供应商和加工商。</p><p style=\"text-align: justify;\">截至目前，该项目已有十几家公司参与，包括通用汽车、斯特兰蒂斯、波音、康宁、 GE Vernova Inc. 以及 Alphabet 旗下的谷歌。</p><p style=\"text-align: justify;\">Hartree Partners LP、Traxys North America LLC 和 Mercuria Energy Group Ltd. 这三家大宗商品交易行已签约负责采购填充储备所需的原材料。</p><p style=\"text-align: justify;\">进出口银行董事会定于周一晚些时候投票授权这笔创纪录的 15 年期贷款，其金额是该行历史上第二大交易的两倍多。</p><p style=\"text-align: justify;\">特朗普定于周一会见通用汽车首席执行官玛丽·博拉和矿业亿万富翁罗伯特·弗里德兰，他们分别代表了关键矿产的生产商和用户。</p><p style=\"text-align: justify;\">美国目前已经运作着一个服务于国家国防工业基础的关键矿产国家储备，但没有针对民用需求的储备。在特朗普的领导下，美国还采取了罕见的步骤，直接投资于国内矿产公司，以提高国内稀土的产量和加工能力。</p><p style=\"text-align: justify;\">政府已经就此问题与澳大利亚、日本、马来西亚等国签署了合作协议。在定于周三在华盛顿举行的数十国峰会期间，政府将向更多国家施压，以达成此类协议。</p><p style=\"text-align: justify;\">去年，在中国收紧部分材料的出口管制后，减少矿产供应链风险的努力获得了新的动力。</p><p style=\"text-align: justify;\">这一新的合资项目将为参与的制造商提供一种方式，使其业务免受关键材料价格波动的影响，而无需自行维护储备。</p><p style=\"text-align: justify;\">这类价格波动可能使公司暴露在关键原材料投入的巨大波动中，从而对资产负债表造成破坏。例如，在俄乌冲突后不久，由于担心买家无法再从顶级供应商俄罗斯购买金属，镍价出现了历史性的飙升。</p><p style=\"text-align: justify;\">“金库项目”结构的某些细节尚未立即披露，包括提供 1.67 亿美元资金的机构投资者。政府高级官员表示，由于投资者被这一具有信用实力的制造商群体、他们的长期承诺以及美国官方出口信用机构的参与所吸引，该项目已被超额认购。</p><p style=\"text-align: justify;\">向这些制造商收取的具体持有成本，以及支付给作为采购官参与的贸易公司的费用，均未透露。</p><p style=\"text-align: justify;\">根据该安排，最初承诺在未来按特定库存价格购买材料，并支付部分前期费用的公司，将能够向“金库项目”提交一份他们所需的首选材料清单。</p><p style=\"text-align: justify;\">相应地，该项目将寻求采购并储存这些材料，制造商则需承担与贷款利息和持有元素相关的支出(即持有成本)。</p><p style=\"text-align: justify;\">只要制造商补充材料，就将被允许提取其储备的材料。官员们表示，在发生重大供应中断的情况下，他们将能够提取全部储备。</p><p style=\"text-align: justify;\">该计划设计中的一个关键要素是，承诺以设定价格购买特定数量材料的制造商，同时也承诺在未来以同样的成本回购相同数量的材料。政府认为这将起到稳定机制的作用，有助于抑制波动。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"REMX":"VanEck Rare Earth and Strategic Metals ETF","MP":"MP Materials Corp.","USAR":"USA Rare Earth Inc.","CRML":"CRITICAL METALS CORPORATION"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102148313","content_text":"2月2日，美股稀土概念股盘前集体拉升， USA Rare Earth涨超5%，MP Materials、Critical Metals涨近4%；美国总统特朗普计划启动一项战略性关键矿产储备，并提供120亿美元的种子资金，旨在美方努力削减对中国稀土及其他金属依赖的过程中，使制造商免受供应冲击。这项名为“金库项目”(Project Vault)的合资计划，拟将 1.67 亿美元的私人资本与美国进出口银行提供的 100 亿美元贷款相结合，为汽车制造商、科技公司及其他制造商采购并储存矿产。描述该计划细节的高级政府官员透露，这将是美国私营部门首个此类储备库。这项努力类似于美国现有的紧急石油储备。但其重点不再是原油，而是用于 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