消息面上,公司CEO James Litinsky近期持续大额减持。5月27日至29日累计出售35.1万股后,6月3日再度通过信托减持约18.5万股,短期合计减持规模显著,对市场情绪形成持续压制。行业层面,多种金属与采矿板块整体承压,USA Rare Earth跌7.27%、力拓跌0.66%、必和必拓跌0.06%,板块联动加剧个股跌势。
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