周一盘中，锂生产商Lithium Americas Corp. (LAC)股价大涨15.60%，引发市场广泛关注。这一显著涨幅与整个锂电池板块的强劲表现相呼应，反映出投资者对该行业前景的乐观态度。
消息面上，美股锂电池概念股普遍走强。除LAC外，QS涨超17%，Enovix涨超9%，美国雅保(ALB)涨超7%。这波涨势背后，或与摩根大通最新宣布的大规模投资计划有关。摩根大通周一宣布启动一项总额达1.5万亿美元的计划，旨在支持、融资并投资对美国国家安全与经济韧性至关重要的产业，其中包括能源独立等战略领域。这一消息可能提振了市场对锂电池等新能源相关产业的信心。
值得注意的是，Lithium Americas是一家纯锂生产商，拥有位于内华达州西北部的Thacker Pass资源62%的股份，该项目被认为是世界上已知最大的锂资源之一。公司计划将Thacker Pass发展成为一个完全集成的锂生产基地，预计将在本世纪20年代末开始生产。随着电动汽车和可再生能源存储需求的持续增长，锂资源的战略重要性日益凸显，这可能是投资者看好LAC股票的重要原因之一。
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