作者:Dilantha De Silva编译:美港股观察社4月以来,智利矿业化工公司(下文简称SQM)开始获得投资者青睐,理由是其低成本的锂业务以及有利的地缘政治定位——当时特朗普政府正威胁要对许多贸易伙伴征收高额关税。从那以后,SQM的股价上涨了约12%。从更大的格局来看,这对SQM而言仅仅是个开始。在这三个月里,无论是公司层面还是行业层面,SQM都出现了一些有趣的发展。而多头之所以看好主要基于...
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