🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-05 02:42:01时区推断·⟳ 抓取 06-03 20:40:18回填·⚡ 决策 06-17 08:57:16·132.5 天前
KOL复盘关键矿物出口管制与钨价飙升，点名ALM与AXTI
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Oh... who could have thought Tungsten would be important back in January? "Tungsten Price Soars 557% Amid War in Middle…
不做 ALM.US
KOL喊单复盘，过去3个月已涨75%，中国出口管制与钨价飙升预期已充分price-in，缺乏新催化剂，追高风险极大。
不做 AXTI.US
KOL喊单复盘，YTD已涨215%，供应链恐慌与关键矿物出口管制预期已充分price-in，属于迟到的清单，无新edge。
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原文全文
展开原文 · 620 字
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.
"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.
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