异动解读 | 美国取消关键矿产价格下限,Lynas稀土盘中大跌5.13%

异动解读
Jan 30

Lynas Rare Earths Ltd (LYC.AU) 今日盘中股价大跌5.13%,引起了市场的广泛关注。

消息面上,据路透社独家报道,特朗普政府正在从保证美国关键矿产项目最低价格的计划中后退。报道指出,这一政策转变意味着美国政府可能不再为未来的关键矿产项目提供价格支持,以帮助其与中国竞争。此消息导致稀土相关股票普遍承压。

报道发表后,在澳大利亚上市的稀土公司股价应声下滑。作为中国以外全球最大的稀土生产商,Lynas稀土的股价受到直接冲击。分析指出,市场担忧美国政策支持的减弱可能影响全球稀土供应链的竞争格局与相关企业的盈利前景,从而引发了此次抛售。

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