cong liMr Value investor楼主:
国际海事组织唯一的实物资产是黄金,因为从历史上看,黄金被视为真实货币,其他资产,即锂,产量相对较大,竞争也很激烈,因此,即使公司盈利,市场也会继续关注锂的价格,在这种情况下,我相信这个比喻就像生产和销售外科口罩的企业,为了提高价格,它需要造成稀缺的条件,所以对我来说,这是一种商品,它并不意味着我们无法从中赚钱,我相信只是机械师太疯狂了,只是我的理论
$Arcadium Lithium(ALTM.US)$ Stocks rose on Monday after they released their first 10-K report. Plus, a lot of big investors bought a lot of shares. With these 5 stars and their 14$ rating, Morningstar's analysis is bullish, compared to some like The Motley Fool" which are really bearish... Personally, I would wait for it to drop to $4.20 or wait for the RSI to drop around 30 before buying more!
Arcadium Lithium股票讨论
BMI 预计2024-2025年锂价格将继续承压,低于2022-2023年的高点,原因是全球锂供应迅速扩大,导致锂市场出现过剩。
BMI在其锂价格展望中表示,从长远来看,锂价格可能会受到电池化学技术创新的影响,包括采用不含锂或需要减少锂量的电池。虽然用于电动汽车电池和储能系统的锂化学品需求的增加预计将在短期内支撑当前水平附近的价格,但大型与新兴参与者的锂供应增加预计将限制价格的进一步上涨。
该机构补充道:“此外,电池回收技术的进步快于预期,通过大幅扩大可持续锂供应,给锂价格带来下行风险。”
多年来,全球对锂的需求空前激增,尤其是中国,这是由于其在电动汽车中的市场份额正在崛起。毫不奇怪,他们最大的客户也来自中国,这对他们来说是一个双赢的局面...
而且黑石和Vanguard也作为其最大股东持有股份,我们有什么理由忽视这种高潜力的股票吗?
$Arcadium Lithium(ALTM.US)$ $美国雅保(ALB.US)$ $Lithium Americas(LAC.US)$ $Atlas Lithium(ATLX.US)$ $Standard Lithium(SLI.US)$ $Sigma Lithium(SGML.US)$ $Piedmont Lithium(PLL.US)$ $Amplify Lithium & Battery Technology Etf(BATT.US)$ $锂电池技术ETF-Global X(LIT.US)$
如果你们现在以我建议的价格买入,利润为30%
Stocks rose on Monday after they released their first 10-K report. Plus, a lot of big investors bought a lot of shares.
With these 5 stars and their 14$ rating, Morningstar's analysis is bullish, compared to some like The Motley Fool" which are really bearish...
Personally, I would wait for it to drop to $4.20 or wait for the RSI to drop around 30 before buying more!
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