{"id":618414,"date":"2026-02-02T18:52:01","date_gmt":"2026-02-03T02:52:01","guid":{"rendered":"https:\/\/nai500.com\/?p=618414"},"modified":"2026-02-02T18:52:01","modified_gmt":"2026-02-03T02:52:01","slug":"%e7%be%8e%e5%9b%bd%e5%85%b3%e9%94%ae%e7%9f%bf%e7%89%a9%e6%88%98%e7%95%a5%e5%82%a8%e5%a4%87%e6%ad%a3%e5%bc%8f%e9%97%ae%e4%b8%96%ef%bc%81%e9%80%9a%e7%94%a8%e3%80%81%e6%b3%a2%e9%9f%b3","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/02\/%e7%be%8e%e5%9b%bd%e5%85%b3%e9%94%ae%e7%9f%bf%e7%89%a9%e6%88%98%e7%95%a5%e5%82%a8%e5%a4%87%e6%ad%a3%e5%bc%8f%e9%97%ae%e4%b8%96%ef%bc%81%e9%80%9a%e7%94%a8%e3%80%81%e6%b3%a2%e9%9f%b3\/","title":{"rendered":"\u7f8e\u56fd\u201c\u5173\u952e\u77ff\u7269\u6218\u7565\u50a8\u5907\u201d\u6b63\u5f0f\u95ee\u4e16\uff01\u901a\u7528\u3001\u6ce2\u97f3\u548c\u8c37\u6b4c\u7eb7\u7eb7\u5165\u5c40"},"content":{"rendered":"<p>\u672c\u5468\u4e00\uff0c\u4e00\u9879\u65e8\u5728\u91cd\u5851\u5168\u7403\u5173\u952e\u77ff\u7269\u4f9b\u5e94\u94fe\u683c\u5c40\u7684\u91cd\u5927\u6218\u7565\u4e3e\u63aa\u7531\u767d\u5bab\u6b63\u5f0f\u786e\u8ba4\u542f\u52a8\u3002\u8fd9\u9879\u540d\u4e3a\u00a0\u201c\u91d1\u5e93\u8ba1\u5212\u201d\uff08Project Vault\uff09\u00a0\u7684\u6218\u7565\u50a8\u5907\u9879\u76ee\uff0c\u5c06\u52a8\u5458\u9ad8\u8fbe120\u4ebf\u7f8e\u5143\u7684\u8d44\u91d1\uff0c\u7528\u4e8e\u6536\u8d2d\u548c\u50a8\u5b58\u5bf9\u4e8e\u6c7d\u8f66\u3001\u79d1\u6280\u53ca\u56fd\u9632\u5de5\u4e1a\u81f3\u5173\u91cd\u8981\u7684\u7a00\u6709\u77ff\u7269\uff0c\u6807\u5fd7\u7740\u7f8e\u56fd\u5728\u51cf\u5c11\u5bf9\u534e\u5173\u952e\u77ff\u4ea7\u4f9d\u8d56\uff0c\u91cd\u5e03\u7ebf\u5168\u7403\u4f9b\u5e94\u94fe\u7684\u7ade\u8d5b\u4e2d\uff0c\u8fdb\u5165\u4e86\u5b9e\u8d28\u6027\u90e8\u7f72\u9636\u6bb5\u3002<\/p>\n<p>\u6d88\u606f\u516c\u5e03\u540e\uff0c\u5e02\u573a\u53cd\u5e94\u8fc5\u901f\u4e14\u79ef\u6781\u3002\u4e13\u6ce8\u4e8e\u7a00\u571f\u4e1a\u52a1\u7684<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=MP\">MP Materials\uff08MP\uff09<\/a>\u80a1\u4ef7\u65e9\u76d8\u4e0a\u6da83.5%\uff0cUSA Rare Earth\u80a1\u4ef7\u98d9\u534710%\u3002\u5176\u4ed6\u76f8\u5173\u516c\u53f8\u5982Critical Metals\u548cNiocorp Developments\u4e5f\u5206\u522b\u5f55\u5f97\u53ef\u89c2\u6da8\u5e45\uff0c\u53cd\u6620\u51fa\u6295\u8d44\u8005\u5bf9\u8be5\u6218\u7565\u53ca\u5176\u80cc\u540e\u9700\u6c42\u7684\u5f3a\u70c8\u4fe1\u5fc3\u3002<\/p>\n<p>\u6839\u636e\u62ab\u9732\u7684\u65b9\u6848\u7ec6\u8282\uff0c\u201c\u91d1\u5e93\u8ba1\u5212\u201d\u7684\u8d44\u91d1\u7ed3\u6784\u7ed3\u5408\u4e861.67\u4ebf\u7f8e\u5143\u7684\u79c1\u4eba\u8d44\u672c\uff0c\u4ee5\u53ca\u6765\u81ea\u7f8e\u56fd\u8fdb\u51fa\u53e3\u94f6\u884c\u63d0\u4f9b\u7684100\u4ebf\u7f8e\u5143\u8d37\u6b3e\u3002\u8be5\u9879\u76ee\u7684\u8fd0\u4f5c\u6a21\u5f0f\u6548\u4eff\u4e86\u7f8e\u56fd\u7684\u6218\u7565\u77f3\u6cb9\u50a8\u5907\uff0c\u4f46\u50a8\u5907\u6838\u5fc3\u8f6c\u5411\u4e86\u9553\u3001\u94b4\u7b49\u5e7f\u6cdb\u5e94\u7528\u4e8e\u4ece\u667a\u80fd\u624b\u673a\u5230\u55b7\u6c14\u53d1\u52a8\u673a\u7b49\u4e00\u7cfb\u5217\u73b0\u4ee3\u4ea7\u54c1\u7684\u5173\u952e\u77ff\u7269\u3002<\/p>\n<p>\u66f4\u5f15\u4eba\u6ce8\u76ee\u7684\u662f\u80cc\u540e\u7684\u4ea7\u4e1a\u8054\u76df\u3002\u76ee\u524d\u5df2\u786e\u8ba4\u6709\u8d85\u8fc7\u5341\u51e0\u5bb6\u884c\u4e1a\u5de8\u5934\u7b7e\u7ea6\u53c2\u4e0e\uff0c\u6db5\u76d6\u6c7d\u8f66\u3001\u822a\u7a7a\u3001\u79d1\u6280\u53ca\u80fd\u6e90\u7b49\u591a\u4e2a\u6838\u5fc3\u9886\u57df\u3002\u53c2\u4e0e\u8005\u540d\u5355\u5305\u62ec\uff1a<\/p>\n<ul>\n<li>\u6c7d\u8f66\u5236\u9020\uff1a\u901a\u7528\u6c7d\u8f66, Stellantis NV<\/li>\n<li>\u822a\u7a7a\u822a\u5929\uff1a\u6ce2\u97f3<\/li>\n<li>\u79d1\u6280\u4e0e\u6750\u6599\uff1a\u5eb7\u5b81, GE Vernova Inc., Alphabet Inc.\uff08\u8c37\u6b4c\u6bcd\u516c\u53f8\uff09<\/li>\n<li>\u5927\u5b97\u5546\u54c1\u8d38\u6613\uff1aHartree Partners LP, Traxys North America LLC, Mercuria Energy Group Ltd.\uff08\u8d1f\u8d23\u91c7\u8d2d\u4ee5\u586b\u5145\u50a8\u5907\uff09<\/li>\n<\/ul>\n<p>\u8fd9\u4e00\u5e7f\u6cdb\u7684\u8054\u76df\u51f8\u663e\u4e86\u7f8e\u56fd\u5de5\u4e1a\u754c\u5bf9\u4e8e\u4f9b\u5e94\u94fe\u5b89\u5168\u7684\u5171\u540c\u7126\u8651\u4e0e\u884c\u52a8\u610f\u613f\u3002<\/p>\n<h2>\u6218\u7565\u610f\u56fe\uff1a\u4ece\u56fd\u9632\u5230\u6c11\u7528\uff0c\u5168\u9762\u6784\u5efa\u201c\u4f9b\u5e94\u94fe\u62a4\u57ce\u6cb3\u201d<\/h2>\n<p>\u5c3d\u7ba1\u7f8e\u56fd\u5df2\u62e5\u6709\u7528\u4e8e\u56fd\u9632\u76ee\u7684\u7684\u56fd\u5bb6\u50a8\u5907\uff0c\u4f46\u4e00\u76f4\u7f3a\u4e4f\u9762\u5411\u6c11\u7528\u5de5\u4e1a\u7684\u540c\u7c7b\u50a8\u5907\u3002\u201c\u91d1\u5e93\u8ba1\u5212\u201d\u6b63\u662f\u4e3a\u4e86\u586b\u8865\u8fd9\u4e00\u5173\u952e\u7a7a\u767d\u3002US Critical Materials\u4e3b\u5e2dHarvey Kaye\u5bf9\u6b64\u8bc4\u8bba\u79f0\uff1a\u201c\u2018\u91d1\u5e93\u8ba1\u5212\u2019\u662f\u4e00\u4e2a\u660e\u786e\u7684\u4fe1\u53f7\uff0c\u8868\u660e\u7f8e\u56fd\u7684\u5173\u952e\u77ff\u4ea7\u653f\u7b56\u5df2\u7ecf\u4ece\u89c4\u5212\u8f6c\u5411\u4e86\u5b9e\u9645\u90e8\u7f72\u9636\u6bb5\u3002\u5b83\u6b63\u5f0f\u5ba3\u544a\u7a00\u571f\u548c\u9553\u7b49\u91cd\u77ff\u7269\u7684\u5b89\u5168\u4f9b\u5e94\u73b0\u5df2\u88ab\u89c6\u4e3a\u6211\u4eec\u7ecf\u6d4e\u548c\u56fd\u9632\u5de5\u4e1a\u57fa\u7840\u7684\u6218\u7565\u57fa\u7840\u8bbe\u65bd\uff0c\u65e8\u5728\u786e\u7acb\u7f8e\u56fd\u7684\u4e3b\u6743\u3002\u201d<\/p>\n<p>\u8fd9\u4e00\u884c\u52a8\u88ab\u7f6e\u4e8e\u7279\u6717\u666e\u653f\u5e9c\u66f4\u5e7f\u6cdb\u7684\u4f9b\u5e94\u94fe\u201c\u8131\u94a9\u201d\u6218\u7565\u4e4b\u4e0b\u3002\u7279\u6717\u666e\u672c\u5468\u4e00\u4f1a\u89c1\u4e86\u901a\u7528\u6c7d\u8f66CEO Mary Barra \u548c\u77ff\u4e1a\u4f01\u4e1a\u5bb6Robert Friedland\uff0c\u8c61\u5f81\u6027\u5730\u8054\u5408\u4e86\u5173\u952e\u77ff\u7269\u7684\u6d88\u8d39\u8005\u4e0e\u751f\u4ea7\u8005\u4e24\u7aef\u3002<\/p>\n<p>\u8fd9\u4e00\u7cfb\u5217\u4e3e\u63aa\uff0c\u8fde\u540c\u653f\u5e9c\u76f4\u63a5\u5165\u80a1\u56fd\u5185\u77ff\u4e1a\u516c\u53f8\u4ee5\u63d0\u5347\u7a00\u571f\u751f\u4ea7\u548c\u52a0\u5de5\u80fd\u529b\u7684\u7f55\u89c1\u505a\u6cd5\uff0c\u5171\u540c\u63cf\u7ed8\u4e86\u7f8e\u56fd\u6784\u5efa\u4e00\u6761\u72ec\u7acb\u4e8e\u4e2d\u56fd\u7684\uff0c\u5177\u6709\u97e7\u6027\u7684\u5173\u952e\u77ff\u7269\u4f9b\u5e94\u94fe\u7684\u6e05\u6670\u84dd\u56fe\u3002\u201c\u91d1\u5e93\u8ba1\u5212\u201d\u7684\u542f\u52a8\uff0c\u65e0\u7591\u4e3a\u8fd9\u573a\u5173\u4e4e\u672a\u6765\u4ea7\u4e1a\u4e3b\u5bfc\u6743\u7684\u5168\u7403\u7ade\u8d5b\u589e\u6dfb\u4e86\u65b0\u7684\u91cd\u91cf\u7ea7\u781d\u7801\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u672c\u5468\u4e00\uff0c\u4e00\u9879\u65e8\u5728\u91cd\u5851\u5168\u7403\u5173\u952e\u77ff\u7269\u4f9b\u5e94\u94fe\u683c\u5c40\u7684\u91cd\u5927\u6218\u7565\u4e3e\u63aa\u7531\u767d\u5bab\u6b63\u5f0f\u786e\u8ba4\u542f\u52a8\u3002\u8fd9\u9879\u540d\u4e3a\u00a0\u201c\u91d1\u5e93\u8ba1\u5212\u201d\uff08Proje [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":618425,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430,2196],"tags":[730,893,926,746],"class_list":["post-618414","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","category-2196","tag-730","tag-893","tag-926","tag-746","sectors-base-metals-sch","sectors-energy-metals-sch","locations-china-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/618414","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=618414"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/618414\/revisions"}],"predecessor-version":[{"id":618417,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/618414\/revisions\/618417"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/618425"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=618414"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=618414"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=618414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}