🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 5/10
北京时间·🕒 发布 03-30 17:57:39时区推断·⟳ 抓取 06-03 20:42:37回填·⚡ 决策 06-17 09:32:43·132.4 天前
FT报道美政府数十亿美元押注稀土项目，KOL解读为MP等本土供应链龙头的重大利好
📄 原文Serenity↗ 原文
This is the most egregious headline I’ve read from FT. “US BETS BILLIONS OF DOLLARS ON UNPROVEN GROUPS IN RARE EARTHS D…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 开盘买入 不高于昨收 +5%（超上限不成交）
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 政府资助金额大幅缩水或MP未获实质性订单/补贴落地
不做 USAR.US
USAR.US 代码存疑且流动性未知，USA Rare Earth 主体多为私营或尚未在主流交易所挂牌，无法有效执行交易
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成交明细
该臂暂无收益数据(没有收益口径表头)。
研究档案
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原文全文
展开原文 · 812 字
This is the most egregious headline I’ve read from FT.
“US BETS BILLIONS OF DOLLARS ON UNPROVEN GROUPS IN RARE EARTHS DEALS”
No sht.
Maybe they’re “unproven” since we have nothing??
$USAR to $MP are incredibly important.
Since US rare earths supply is the #1 national security priority right now.
The United States owns almost none of the upstream capacity/refineries for AI, Robotics, to Space, as we rely on other countries from Canada to China.
This is probably the best domestic policy move from the Trump administration to fund these unprofitable efforts.
In order to secure US supply chain sovereignty instead of relying on Russia and China?
It’s almost like FT is trying to make the US public mad…
At genuinely great efforts to secure American’s independence by how they word these articles.
“US BETS BILLIONS OF DOLLARS ON UNPROVEN GROUPS IN RARE EARTHS DEALS”
No sht.
Maybe they’re “unproven” since we have nothing??
$USAR to $MP are incredibly important.
Since US rare earths supply is the #1 national security priority right now.
The United States owns almost none of the upstream capacity/refineries for AI, Robotics, to Space, as we rely on other countries from Canada to China.
This is probably the best domestic policy move from the Trump administration to fund these unprofitable efforts.
In order to secure US supply chain sovereignty instead of relying on Russia and China?
It’s almost like FT is trying to make the US public mad…
At genuinely great efforts to secure American’s independence by how they word these articles.
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