异动解读 | 量子科技(QS)股价盘中暴涨20%,锂电池概念股全线走强

异动解读
Oct 13, 2025

周一盘中,固态电池开发商量子科技(QuantumScape,股票代码:QS)股价大幅飙升,涨幅高达20.24%,引发市场广泛关注。这一涨势不仅让量子科技成为当日表现最亮眼的股票之一,也反映了整个锂电池板块的强劲势头。

据市场数据显示,除量子科技外,其他锂电池概念股也纷纷上涨。Lithium Americas(LAC)涨超14%,Enovix涨超9%,美国雅保(ALB)涨超7%。这种全面上涨的趋势表明,投资者对锂电池行业的未来发展前景持乐观态度。

分析人士指出,推动锂电池概念股上涨的一个重要因素可能是摩根大通(JPMorgan)最新公布的投资计划。该银行表示,作为其1.5万亿美元计划的一部分,将在关键矿产和前沿技术等领域进行高达100亿美元的直接股权投资,以满足国家安全需求。这一消息无疑增强了市场对锂电池等新能源相关产业的信心,尤其是像量子科技这样专注于下一代电池技术的公司,更是受到投资者的青睐。

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