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Call · @aznpr7de · unranked
@aznpr7de
@aznpr7de · Thu, Aug 6
最近贵金属蠢蠢欲动,感觉机构又要发研报制造新行情了。机器人缺锂,数据中心缺铜,永远缺黄金。 大概看了一眼,#LAC 比较有asymmetric return的潜力,投资逻辑如下: > 锂现在正式被列为🇺🇸战略贵金属 > 有政府背书,包括@ENERGY直接注资,属于比较纯的标的 > h29d agoview on X ↗media on X
tweeted Thu, Aug 6 · counted from Fri, Aug 7 close
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