周一，固态电池技术公司 Quantumscape Corp. 盘中大涨超20%，同时， Lithium Americas Corp. 涨超9%， Enovix Corporation、美国雅保涨超8%。市场对锂电池技术和相关原材料的需求预期正在升温。
推动锂电池板块上涨的一个可能因素是摩根大通近期宣布的投资计划。作为其1.5万亿美元计划的一部分，摩根大通表示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。这一举措可能会为包括Quantumscape在内的新能源技术公司带来更多的资金支持和发展机遇。
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