周一盘中，美国稀土矿商Critical Metals Corporation（股票代码：CRML）股价大幅下挫，跌幅高达13.31%，引发市场广泛关注。这一显著跌幅反映了投资者对美中贸易谈判可能影响稀土行业的担忧。
据市场消息，美国和中国正在进行贸易谈判，可能达成一项协议，暂停中国对稀土出口的管制。美国财长贝森特周日表示，中国正考虑推迟实施稀有矿物出口限制。这一潜在的政策变化对美国本土稀土矿商造成了巨大压力，因为它可能导致全球稀土供应增加，进而压低稀土价格。
值得注意的是，这一消息不仅影响了Critical Metals，整个美国稀土概念股在盘前交易中普遍下跌。美国稀土（USAR）跌幅接近8%，MP Materials（MP）跌幅超过5%。分析人士指出，如果中美达成协议放宽稀土贸易限制，美国稀土企业将面临更激烈的市场竞争和潜在的利润下降。未来Critical Metals等公司的股价走势将很大程度上取决于美中贸易谈判的最终结果及其对全球稀土市场的影响。
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