异动解读 | 美政府拟持股10%,Lithium Americas盘前暴涨75%

异动解读
Sep 24

周三盘前,锂矿公司Lithium Americas Corp.(LAC)股价大涨75.24%,引发市场广泛关注。这一显著涨幅主要源于一则重磅消息。

据路透社报道,特朗普政府正在寻求获得Lithium Americas高达10%的股权。这一举措是政府重新谈判该公司Thacker Pass锂矿项目22.6亿美元能源部贷款条款的一部分。Thacker Pass项目被视为美国打造本土锂供应链的关键,预计将于2028年投产,届时将成为西半球最大的锂来源。

这一消息反映了美国政府直接干预经济的最新举措,旨在推动被视为关乎国家安全的重要产业发展。分析人士认为,如果此举落实,将大大增强Lithium Americas的市场地位和发展前景。同时,这也凸显了锂资源在电动车和可再生能源领域日益增长的战略重要性。投资者对这一潜在的政府支持反应强烈,推动了LAC股价的大幅上涨。

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