· 供应链分析
涉及标的： $AA$ALM$FCX$LAC$SLV$SYAAF$TECK$UAMY$USAR$VNP
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。
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.