周三（10月15日）夜盘交易时段，稀土概念股Critical Metals Corporation（CRML）股价大涨6.07%，引发市场关注。这一涨势与日间交易时段该股的表现形成鲜明对比，显示投资者对稀土行业前景的看法可能出现转变。
据报道，美国财政部长贝森特当天表示，如果中国放弃最新的稀土出口管制计划，美方愿意考虑延长对中国商品高关税的暂停期限。这一表态暗示中美贸易谈判可能出现新的进展，直接影响了稀土相关股票的走势。早些时候，Critical Metals等稀土概念股曾出现大幅下跌，CRML更是一度跌超16%。
分析人士指出，Critical Metals夜盘的强劲反弹可能反映了市场对中美贸易关系缓和的乐观预期。投资者可能认为，即使中国放弃严格的稀土出口管制，美国本土稀土企业仍将受益于政府对关键矿产供应链本土化的支持政策。然而，考虑到稀土行业的复杂性和地缘政治因素的不确定性，CRML股价的后续走势仍需密切关注中美两国在稀土问题上的进一步谈判结果。
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