金吾财讯 | 美股锂矿板块悉数扬升，截至发稿，Dragonfly Energy（DFLI）涨4.68%，Sigma Lithium（SGML）涨4.30%，Lithium Argentina AG（LAR）涨3.93%，Microvast（MVST）涨4.03%，Standard Lithium（SLI）涨3.62%，Lithium Americas（LAC）涨2.52%，QuantumScape（QS）涨2.53%，Nouveau Monde Graphite（NMG）涨2.27%，艾诺斯（ENS）涨2.17%，Enovix（ENVX）涨1.78%，智利矿业化工（SQM）涨1.42%，美国雅保（ALB）涨0.66%。消息面上，媒体报道称，根据美国国防部后勤局（DLA）周一发布的公告，该机构撤销了此前拟采购近3600万磅（约1.6万吨）电池级碳酸锂的招标计划，合同金额最高达3亿美元。但DLA并未说明取消招标的原因。据了解，该采购计划最初于2026年7月2日发布，旨在通过五年期的固定价格合同，将锂纳入美国国家国防战略储备，以降低关键矿产供应风险。投标原定于7月17日截止，之后两次延期。
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