从10月底的8万涨到现在的16万,翻倍只需要三个月的时间。碳酸锂价格强势反弹,核心是供需格局逆转。锂价走高直接带动龙头估值修复,赣锋锂业股价直接翻倍。不同于题材股的短期炒作,赣锋的股价上涨完全依托行业景气度与自身硬实力,完美印证了“得锂矿者得天下”的行业铁律。全球AI储能需求旺盛、国内十五五新能源政策加码,锂作为核心资源,战略价值只会越来越高。赣锋的核心底气,就是把锂矿牢牢攥在自己手里。手握全球...
Source Link从10月底的8万涨到现在的16万,翻倍只需要三个月的时间。碳酸锂价格强势反弹,核心是供需格局逆转。锂价走高直接带动龙头估值修复,赣锋锂业股价直接翻倍。不同于题材股的短期炒作,赣锋的股价上涨完全依托行业景气度与自身硬实力,完美印证了“得锂矿者得天下”的行业铁律。全球AI储能需求旺盛、国内十五五新能源政策加码,锂作为核心资源,战略价值只会越来越高。赣锋的核心底气,就是把锂矿牢牢攥在自己手里。手握全球...
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