异动解读 | 储备海底金属资源预期升温,The Metals Company盘中大涨5.30%

异动解读
15 Apr

周二盘中,深海金属采矿公司The Metals Company(TMC)股价大涨5.30%,延续了近期的强劲涨势,引发市场广泛关注。

消息面上,美国前总统特朗普团队正在起草一项行政令,计划允许美国大规模"囤积"太平洋海底的金属资源,并将其纳入现有的联邦原油和金属战略储备体系。这一消息激发了投资者对稀土和金属采矿股的热情,尤其是对TMC等专注于深海金属资源开发的公司。

作为一家深海金属采矿公司,TMC有望从这一潜在政策中受益。如果该行政命令最终落实,TMC可能成为美国政府储备太平洋海底金属资源的重要合作伙伴。这一前景显著提升了投资者对公司未来业务增长和盈利能力的预期,推动了股价的快速上涨。值得注意的是,TMC并非唯一受益于这一政策预期的公司,其他稀土和金属采矿股也出现了显著上涨,反映了市场对美国加强关键矿产资源储备与安全战略的积极响应。

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