特朗普政府拟放弃关键矿产价格底线,美国稀土与战略矿产公司股价盘前应声下挫

美股速递
Jan 29

有报道称特朗普政府正考虑撤回关键矿产最低价格支持政策,受此消息影响,美国稀土开采及战略矿产企业的股票在盘前交易中普遍下跌。这一政策变动可能削弱对国内矿产行业的保障力度,引发投资者对相关企业盈利前景的担忧。

市场反应迅速波及多家代表性企业:CRITICAL METALS CORPORATION、Lithium Americas Corp.、Ramaco Resources Inc.、MP Materials Corp.、NioCorp Developments Ltd.、United States Antimony及USA Rare Earth Inc.等公司的股价均出现不同程度下探。行业分析师指出,若政府取消价格保护机制,矿产企业将更直接暴露于国际市场价格波动风险之中。

此次盘前下跌反映出市场对战略矿产产业政策连续性的敏感度。随着美国大力推动本土供应链建设,政府支持政策的任何调整都可能对相关上市公司估值产生立竿见影的影响。

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