中文翻译
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。
· 供应链分析
回顾钨等关键材料因出口管制和战争而暴涨。
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.