中文翻译
这个观点很对，澳大利亚 / 西班牙和 $EQR.AX 都是不错的想法。 我也把越南映射到了其他前沿供应链，所以才把它列为重点关注区域。 不过，核心当然还是尽可能拿到更多供应，而越南刚好是一个稀土 / 关键材料的宝库。
· 供应链分析
补充澳洲 / 西班牙是值得关注的供应链区域，但核心仍是保障供给。
涉及标的： $EQR.AX
英文原文
That's a good point, Australia/Spain and $EQR.AX is a good shout. There's other frontier supply chains that I mapped to Vietnam, hence why I pointed it out as a major area of interest. But of course, the main thing is securing as much supply as possible and Vietnam just happens to be a treasure trove of rare earths/critical materials.