中文翻译
@halldj00 钨(Wolfram)相当有趣，因为它被用于芯片制造（例如 $NVDA Blackwell）、高带宽内存(HBM)、电池以及弹药等国防领域。它们之所以关键是有原因的，像锑(Antimony)这类材料曾出现过巨大的价格逼空，但我确信它们的重要性都会上升。
· 供应链分析
钨在芯片、HBM及国防中关键，重要性将随锑等金属上升。
涉及标的： $NVDA
英文原文
@halldj00 Tungsten is pretty interesting since it's used for chip manufacturing (eg. $NVDA blackwell), hbm, batteries, and defense like ammunition. They're all critical for a reason, stuff like antimony had a huge price squeeze but I'm sure they'll all rise in importance.