金吾财讯 | 稀土概念股普升，中国稀土(00769)升3.66%，金力永磁(06680)涨2.04%。中泰证券发布研报称，两手准备，看好贵金属&稀土/永磁板块投资机会。稀土/永磁方面，价格处于长周期历史底部，出口管制实施后，内外价差大幅拉大，稀土战略价值凸显，后续国内指标等催化后续有望逐步落地，价格上行趋势明确。中信建投指出，尽管当前受需求、出口影响，国内镝、铽、钇、镨钕等产品价格自4月以来出现不同程度下跌，但参考此前我国对锗、镓、锑、钨等产品出口管制之后，国内价格短暂下跌后均出现大幅上涨，因此国内稀土价格后续有望止跌反弹，大幅补涨海外。建议持续关注稀土板块。
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