$UAMY
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能源部辟谣致 $UAMY 板块大跌。
@platochi @MPMaterials 在 $UAMY 上稍微复制粘贴一下也没什么大不了的。但能源部明确指出一篇文章是虚假的，这种情况极其罕见。不仅如此，该板块还抛售了 10-20%。
英文原文
@platochi @MPMaterials Nothing wrong with a little bit of copy pasta with $UAMY. But it's extremely rare the Department of Energy calls an article explicitly false. And on top of that, the sector sells off 10-20%.
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UAMY否认路透社负面报道，股价跌17%后或现买入机会。
$UAMY 在路透社文章发布后下跌 17%。 但最新消息： “路透社文章不准确且具误导性”——UAMY 新闻稿。 “昨日向公众发布的路透社文章完全不准确、具有误导性，且与事实不符。” “美国锑业(UAMY)与美国政府机构保持着具有约束力的长期关系和合同安排，这些安排依然完全有效。” “能源部在文章发布后向路透社发表声明，称该文章‘虚假，且依赖那些要么被误导要么故意误导的匿名消息源’。” 我想知道市场是否认为，在股价下跌 17% 后，一份不准确的新闻稿构成了良好的买入机会。
英文原文
$UAMY is now down 17% after the Reuter's article. But this just in: "Inaccurate and Misleading Reuters Article" - Press Release by UAMY. "Yesterday's Reuters article that was released to the public, is completely inaccurate, misleading, and inconsistent with the facts" "U.S. Antimony maintains binding, long-term relationships and contractual arrangements with U.S. government agencies that remain fully in effect" "The Energy Department told Reuters in a statement after the story was published that the article was "false and relies on unnamed sources that are either misinformed or deliberately misleading" I wonder if markets think a inaccurate press release presents a good buying opportunity after a 17% drop.
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稀土板块受消息刺激盘前大涨后回落，疑似利好出尽。
@u_wol_cos 受 $USAR 消息影响，$MP、$LPTH、$UAMY、$NB 等板块在盘前大幅上涨，但随后全线下跌 8-15% 以上。看来这是针对隔夜或盘前买入的散户的“利好出尽”（Sell the news）事件？不太确定。https://t.co/Pi2mAQ6zjg
英文原文
@u_wol_cos The sector from $MP, $LPTH, $UAMY, $NB and others rose a ton premarket on the $USAR news and now they're all down 8-15%+. Guess this is a sell the news event for retail who bought in overnight/premarket? Not sure. https://t.co/Pi2mAQ6zjg
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列举中国关键矿物出口管制瓶颈及西方受益股。
今天，在美国政府提供16亿美元资金后，所有目光都聚焦在铜、$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.
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分析SHMD、COPX及UAMY的投资逻辑与潜力
我之前一直在研究 $SHMD，因为其客户据报包括 $AVGO。但我至今仍未理清做多该股的逻辑。 我将 $COPX 归类为铜板块。 $UAMY 是做多锑的绝佳标的，它是美国少数玩家之一。其 2.45 亿美元的独家供应合同对于战略储备而言规模巨大。
英文原文
I've been looking into $SHMD awhile back since one of their customers was reportedly $AVGO. But still can't wrap my head around taking a long position yet. I put $COPX up there as Copper. $UAMY is an amazing long for antimony one of the only US players. $245m sole source contract is huge too for stockpiles.
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博主感谢并赞赏对方关于BZAI至UAMY的投资观点。
@moninvestor 谢谢！我也很喜欢阅读你关于 $BZAI 到 $UAMY 的投资论点帖子。
英文原文
@moninvestor Thanks! I enjoy reading your thesis posts too on $BZAI to $UAMY