摩根士丹利:力拓或将放缓其锂业务雄心

格隆汇
Nov 14, 2025

摩根士丹利分析师表示,力拓(Rio Tinto)似乎正在放缓其对锂业务的承诺,此前这家矿商决定将其Jadar项目置于保养和维护状态。摩根士丹利分析师表示,此举表明力拓“更注重资本纪律,而锂业务增长曾是其年度资本支出计划中的一个可观部分“。他们认为,“这种潜在的战略重新校准可能会受到投资者的欢迎。“摩根士丹利给予力拓增持评级。

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