异动解读 | 摩通千亿美元投资计划刺激,美国锑业盘前大涨14.06%

异动解读
Oct 14, 2025

周二盘前,美国锑业(United States Antimony Corp,股票代码:UAMY)股价大涨14.06%,延续了前一交易日的强劲涨势。这波涨势主要受到摩根大通宣布的大规模投资计划的提振。

摩根大通于周一宣布了一项名为"安全与韧性倡议"的十年期1.5万亿美元投资计划。该计划旨在促进、资助和投资对美国国家经济安全和韧性至关重要的行业,其中包括供应链制造、国防航空、能源技术和前沿科技等四大领域。特别值得注意的是,关键矿物被列为重点投资方向之一,这直接利好包括美国锑业在内的稀土概念股。

作为这一宏大计划的一部分,摩根大通承诺将在27个细分技术领域投资高达100亿美元的股权和风险资本。这一消息迅速引发市场反应,稀土概念股集体大涨。在此背景下,美国锑业作为稀土行业的重要参与者,其股价的强劲表现也就不足为奇。投资者普遍认为,这笔巨额投资将为稀土产业带来长期利好,有望推动行业快速发展,提升美国在全球稀土供应链中的竞争力。

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