异动解读 | 摩根大通千亿投资计划刺激,美国锑业盘中大涨5.21%

异动解读
Oct 14, 2025

周二盘中,美国锑业公司(United States Antimony Corp,股票代码:UAMY)股价大涨5.21%,延续了近期稀土概念股的强劲表现,引发市场广泛关注。

此轮涨势主要受到摩根大通日前宣布的大规模投资计划的提振。摩根大通启动了为期十年、总额高达1.5万亿美元的"安全与韧性倡议",计划在供应链制造、国防航空、能源技术、前沿科技等四大领域进行投资,其中关键矿物被列为重点投资方向之一。

作为该计划的一部分,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。这一消息极大提振了包括UAMY在内的稀土概念股。市场分析人士指出,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。然而,投资者仍需密切关注市场动向,谨慎评估潜在风险。

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