$ALM
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回顾钨等关键材料因出口管制和战争而暴涨。
哦……谁能在一月份就想到钨会这么重要？ “中东战争期间，钨价飙升 557%” 肯定不是像 $ALM 这种公司，它在中国出口管制后，过去 3 个月涨了 75%。 如果你还在找其他需要留意的贵金属 / 关键材料： 铟、铋、碲、钼、锂、锑、镓、锗和石墨……都被列入了出口管制名单。 不幸的是，我自己一直在 $AXTI 上，主要是铟、镓和锗相关的敞口，今年至今也就涨了 215%。 不过，在供应链恐慌期间，还有很多更重要的公司。
英文原文
Oh... who could have thought Tungsten would be important back in January? "Tungsten Price Soars 557% Amid War in Middle East" Certainly not companies like $ALM up 75% this past 3 months after China's export controls. If you're looking for other precious materials to look out for: Indium, Bismuth, Tellurium, Molybdenum, Lithium, Antimony, Gallium, Germanium, and Graphite... were all named in exports controls. Unfortunately, I've been in $AXTI which mainly centered around indium, gallium, and germanium, only up 215% YTD. But, there's a lot more important companies out there during the supply chain panic.
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祝贺别人抓到 ALM
@melikesmoney 嗯，我本来应该把这份清单也买进去…… 我自己的组合里最后没买 $ALM，不过如果你买了的话，恭喜。
英文原文
@melikesmoney Yeah I should have bought this list… Didn’t end up buying $ALM in my portfolio but congrats if you had it. https://t.co/e2VwSVVPk1
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列举中国关键矿物出口管制瓶颈及西方受益股。
今天，在美国政府提供16亿美元资金后，所有目光都聚焦在铜、$SLV 和 $USAR 上。 但你有没有想过那些更隐蔽、实则更值得关注的交易标的？ 1. 钨 - $ALM 2. 铟 - $TECK 3. 铋 - TSE: $VNP 4. 碲 - $VNP 5. 钼 - $FCX 6. 锂 - $LAC 7. 锑 - $UAMY 8. 镓 - $AA 9. 锗 - $TECK 10. 石墨 - $SYAAF 这是中国关键矿物/材料出口管制的一些主要瓶颈环节及其西方受益者的列表。 并不是每天都有外国政府直接告诉你该买什么。
英文原文
Today, all eyes are on Copper, $SLV, and $USAR after US Gov's $1.6B funding. But ever wonder about the more silent trades you should really be watching out for? 1. Tungsten - $ALM 2. Indium - $TECK 3. Bismuth - TSE: $VNP 4. Tellurium - $VNP 5. Molybdenum - $FCX 6. Lithium - $LAC 7. Antimony- $UAMY 8. Gallium - $AA 9. Germanium - $TECK 10. Graphite - $SYAAF This are the list of some of the top Chinese critical minerals/material export control chokepoints and the Western beneficiary. Not everyday do you have foreign governments telling you what to buy.