金吾财讯 | 美股锂矿概念股集体走高，截至发稿，Lithium Americas（LAC）涨6.68%，Lithium Argentina AG（LAR）涨6.00%，美国雅保（ALB）涨5.25%，Sigma Lithium（SGML）涨4.33%，智利矿业化工（SQM）涨4.31%，Standard Lithium（SLI）涨2.46%。德意志银行新近发布研报指，锂行业尽管短期内面临库存高企和价格波动的挑战，但中长期供需基本面趋于紧张。供应方面，2027年预计增长14%，但关键项目的延迟以及澳大利亚部分矿山的重启增加了供应的不确定性。需求方面，储能（BESS）成为主要增长引擎，预计2026-2030年CAGR为18%，而电动汽车需求增长相对平稳。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.