尽管美国雅保周四股价飙升16%，但Baird认为这主要得益于中国竞争对手宁德时代的强劲业绩，以及黎以临时停火协议的报道。然而，面对美国雅保年内超40%的涨幅，这家投行决定转向观望，将这家锂业巨头的评级下调至中性。
分析师指出，宁德时代将为美国雅保带来长期挑战。其成立矿产子公司的决策"释放出中国试图持续掌控价值链关键环节的信号，这可能削弱行业长期能见度"。尽管宁德时代的乐观态势暗示锂需求旺盛将支撑定价权，但分析师强调"我们认为未来锂价上涨或将刺激新增供应释放，从而在一定程度上抑制价格上行空间"。美国雅保当日最终收跌6%。
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