异动解读 | 摩根大通投资计划助力,美国锑业盘中大涨5.21%

异动解读
Oct 14, 2025

美国锑业公司(United States Antimony Corp,股票代码:UAMY)今日盘中大涨5.21%,延续了盘前的强劲涨势。这一涨幅主要受益于摩根大通近期宣布的大规模投资计划,该计划引发了市场对稀土概念股的热捧。

据悉,摩根大通日前宣布启动为期十年、总额高达1.5万亿美元的"安全与韧性倡议"。该计划将在供应链制造、国防航空、能源技术、前沿科技等四大领域的27个细分技术投资最多100亿美元。值得注意的是,关键矿物被列为重点投资方向之一,这一消息极大提振了包括UAMY在内的稀土概念股。

分析人士指出,摩根大通此次大手笔投资计划凸显了华尔街巨头对战略性技术和资源的高度重视。作为稀土行业的重要参与者,UAMY有望从中受益。这一举措不仅有望为稀土行业注入新的发展动力,还可能提升美国在全球稀土供应链中的竞争力。然而,投资者仍需密切关注市场动向,谨慎评估潜在风险。

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