周五，Lithium Americas Corp. 盘中大跌超7%。摩根大通分析师Bill Peterson将美洲锂业的评级从"中性"下调至"减持"，并将目标价设定为5美元。Peterson认为，尽管Thacker Pass项目潜力巨大，但考虑到修订后的贷款条款和股权稀释因素，当前股价已显著高估。他指出，近期由散户和动量驱动的买盘使得股价与基本面脱节，一旦美中贸易关系出现正常化迹象，股价可能面临进一步调整。
值得注意的是，美洲锂业此前因美国政府可能入股公司及其Thacker Pass项目的消息而大涨超过300%。然而，Peterson表示，政府的参与更像是为了自保，而非真正的战略投资。随着市场逐渐消化这一信息，加上摩根大通的评级下调，投资者开始重新评估美洲锂业的估值，导致股价连续两个交易日大幅下跌。
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