周二盘前，Ramaco Resources Inc.（股票代码：METC）股价大幅下跌6.33%，延续了周一夜盘的跌势。这一显著跌势主要受到中美贸易谈判最新进展的影响，对整个稀土行业造成冲击。
据报道，华盛顿和中国政府已达成贸易协议框架，可能暂停美国计划对关键矿产征收的关税和中国的出口管制。这一消息缓解了市场对稀土供应中断的担忧，而这种担忧曾在今年提振稀土行业股价。随着贸易关系改善的预期，投资者对稀土股的热情明显降温。
值得注意的是，Ramaco Resources并非个例。多家在美国上市的稀土矿商股价普遍下跌，包括关键金属（暴跌10.3%）、美国稀土（下跌8.4%）、MP Materials（下跌5.6%）等。这反映了整个稀土行业对中美贸易关系改善的敏感反应。考虑到中国生产全球90%以上的加工稀土和稀土磁铁，而美国只有一个稀土矿，贸易关系的任何变化都可能对该行业产生重大影响。投资者将密切关注未来中美贸易谈判的进一步发展及其对稀土行业的潜在影响。
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