11月12日盘中，赣锋锂业（01772.HK）股价出现大幅下跌，跌幅达5.05%。这一波动引起了市场的广泛关注。
据市场消息，摩根大通近期持续减持赣锋锂业股票。数据显示，11月6日，摩根大通减持赣锋锂业约109.22万股，每股均价约49.75港元，总金额约为5433.3万港元。减持后，摩根大通对赣锋锂业的持股比例从13.02%下降至7.95%。这一系列减持行为可能是导致股价下跌的主要原因之一。
然而，值得注意的是，摩根大通近期对锂业的看法出现了显著转变。据报道，摩根大通在最新的中国锂行业报告中承认此前对储能市场需求的低估，并将赣锋锂业的评级从"减持"上调至"中性"。这一评级调整反映了机构对锂行业前景的积极看法，可能在一定程度上缓解了股价下跌的压力。此外，赣锋锂业近期公布的阿根廷PPGS锂盐湖项目一期获得环境影响评估报告的消息，也为公司未来发展提供了积极信号。但短期内，机构减持的影响似乎仍占据主导地位，导致股价出现较大幅度的下跌。
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