金吾财讯 | 稀土概念午后走强，金力永磁(06680)涨24.67%，报13.34港元；中国稀土(00769)涨7.79%，报0.415港元。中国银河证券报告指出，美国对我国大幅加征关税，我国部分拥有全球竞争优势的稀有金属或将被市场预期可能成为中美贸易战下的反制工具或谈判武器，如在我国在4月4日针对美国加征关税的反制措施中对部分中重稀土(钐、钆、铽、镝、镥、钪、钇等)相关物项实施出口管制，这将有利于海外稀土价格的上涨并带动国内价格，以及凸显稀土资源的价格提升稀土资产的估值，具备主题投资的机会。天风证券认为，“对中重稀土相关物项实施出口管制”极大的提振了板块信心，我国稀土优势有望进一步发挥作用。由于中重稀土本身的稀缺性和应用的高端性，对其出口管制将进一步夯实我国稀土产业链地位以及对美贸易进行回应。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.