中文翻译
越南大概会成为西方供应链投资以及其他关键矿产 / 稀土的下一个重点区域。 其中一个就是钨（全球第二大钨生产国）。 $MSR Masan（越南河内）—— 越南主要的钨股票。举个例子，它过去 1 年涨了 168.33%。 他们先开采原矿，再加工成 APT 和钨粉。 还有很多非常重要的公司，我之后会再列一份清单。 但我确实预计大量美国 / 亚洲资金会流向这个国家。 尤其是在价格上涨、而西方正在确保供应链不再依赖中国 / 俄罗斯的时候。
· 供应链分析
认为越南会成为西方供应链投资和稀土 / 关键矿产的下一个重点。
涉及标的： $MSR
英文原文
Vietnam is probably the next focus area for Western supply chain investment and other critical minerals/rare earths. Tungsten is just one of them (world's second-largest tungsten producer). $MSR Masan (Hanoi/Vietnam) - Primary tungsten stock in Vietnam. Up +168.33% 1Y, as one example. They mine the raw ore, then process it into APT and tungsten powder. There's many other very important names out there, I'll follow-up with a list later. But I do expect a lot of US/Asian investment to flow into this country. Especially as prices spike and the West secures supply chains independence away from China/Russia.