<p><strong>Energy Fuels</strong>(UUUU 19.42%) 股票，涉及铀和稀土金属的开采，在周一东部时间上午 10:35 之前上涨了 18%，原因是中国威胁要限制对美国的稀土出口。</p>
<p>总统唐纳德·特朗普向投资者保证，中国并不认真，一切 “都会好起来的”。然而，并不是每个人都完全相信，几乎所有与稀土材料相关的股票——包括 Energy Fuels 在内——都因供应链风险上升而上涨。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc1MjYvdHJhZGUtd2FyLWRlcGljdGVkLWFzLXR3by1zd2luZ2luZy1jb250YWluZXItc2hpcHBpbmctYm94ZXMtd2l0aC11cy1hbmQtY2hpbmEtZmxhZ3MtY3Jhc2hpbmctaW50by1lYWNoLW90aGVyLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc1MjYvdHJhZGUtd2FyLWRlcGljdGVkLWFzLXR3by1zd2luZ2luZy1jb250YWluZXItc2hpcHBpbmctYm94ZXMtd2l0aC11cy1hbmQtY2hpbmEtZmxhZ3MtY3Jhc2hpbmctaW50by1lYWNoLW90aGVyLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>对美国的坏消息对 UUUU 来说是好消息</h2>
<p>《金融时报》报道，美国国防部将建立一个价值 10 亿美元的关键矿产库存，以确保国防系统的供应链连续性。</p>
<p>投资银行 <strong>摩根大通</strong>(JPM 2.25%) 的首席执行官杰米·戴蒙正在火上浇油。他评论道：“显然，美国已经让自己过于依赖不可靠的关键矿产、产品和制造来源——这些对我们的国家安全至关重要。” 摩根大通首席执行官表示，他的银行计划在未来十年内投资 100 亿美元，包括贷款和直接投资，以支持几个关键领域：国防和航空航天、人工智能和量子计算、能源技术，以及供应链和先进制造。</p>
<h2>Energy Fuels 股票值得买吗？</h2>
<p>戴蒙的预测与上周 Energy Fuels 筹集 7 亿美元可转换债务的消息相吻合。即使每年现金消耗 1.15 亿美元，Energy Fuels 上周的举措为公司提供了额外六年的时间来发展其稀土和铀业务并实现盈利。</p>
<p>Energy Fuels 的估值超过明年收益的 200 倍，目前还不是一个值得购买的股票，但前景至少变得更加清晰。</p>

UUUU

<p>Energy Fuels (UUUU) 的股票在中国威胁限制稀土出口到美国后上涨了 18%。尽管特朗普总统给予了保证，但对供应链风险的担忧依然存在。美国国防部计划建立 10 亿美元的关键矿产储备，而摩根大通首席执行官杰米·戴蒙强调了美国对不可靠来源的依赖，并宣布了一项 100 亿美元的投资计划。Energy Fuels 正在筹集 7 亿美元的可转换债务，尽管估值较高，但这将延长其增长的时间，尚未成为买入时机，但前景正在改善</p>

<p><strong>Energy Fuels</strong>(UUUU 19.42%) stock, involved in mining both uranium and rare-earth metals, soared 18% through 10:35 a.m. ET Monday after China threatened to throttle rare-earth exports to the United States.</p>
<div class="lb-trans"><p><strong>Energy Fuels</strong>(UUUU 19.42%) 股票，涉及铀和稀土金属的开采，在周一东部时间上午 10:35 之前上涨了 18%，原因是中国威胁要限制对美国的稀土出口。</p>
</div><p>President Donald Trump reassured investors that China isn't serious, and everything &#34;will all be fine.&#34; Not everyone seems 100% convinced, however, and shares of pretty much every stock having anything to do with rare-earth materials -- Energy Fuels included -- is rising on elevated risk to the supply chain.</p>
<div class="lb-trans"><p>总统唐纳德·特朗普向投资者保证，中国并不认真，一切 “都会好起来的”。然而，并不是每个人都完全相信，几乎所有与稀土材料相关的股票——包括 Energy Fuels 在内——都因供应链风险上升而上涨。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc1MjYvdHJhZGUtd2FyLWRlcGljdGVkLWFzLXR3by1zd2luZ2luZy1jb250YWluZXItc2hpcHBpbmctYm94ZXMtd2l0aC11cy1hbmQtY2hpbmEtZmxhZ3MtY3Jhc2hpbmctaW50by1lYWNoLW90aGVyLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F837526%2Ftrade-war-depicted-as-two-swinging-container-shipping-boxes-with-us-and-china-flags-crashing-into-each-other.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Bad news for US is good news for UUUU</h2>
<div class="lb-trans"><h2>对美国的坏消息对 UUUU 来说是好消息</h2>
</div><p>London's <em>Financial Times</em> reports that the U.S. Defense Department will build a $1 billion stockpile of critical minerals to ensure supply chain continuity for defense systems.</p>
<div class="lb-trans"><p>《金融时报》报道，美国国防部将建立一个价值 10 亿美元的关键矿产库存，以确保国防系统的供应链连续性。</p>
</div><p>Jamie Dimon, CEO of investment bank <strong>JPMorgan Chase</strong>(JPM 2.25%), is adding fuel to the fire. He commented that it is &#34;painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals, products and manufacturing -- all of which are essential for our national security,&#34; and the JPM CEO says his bank plans to invest $10 billion, in loans and direct investments, over the next decade, to support several critical sectors: defense and aerospace, artificial intelligence and quantum computing, energy technology, and supply chain and advanced manufacturing.</p>
<div class="lb-trans"><p>投资银行 <strong>摩根大通</strong>(JPM 2.25%) 的首席执行官杰米·戴蒙正在火上浇油。他评论道：“显然，美国已经让自己过于依赖不可靠的关键矿产、产品和制造来源——这些对我们的国家安全至关重要。” 摩根大通首席执行官表示，他的银行计划在未来十年内投资 100 亿美元，包括贷款和直接投资，以支持几个关键领域：国防和航空航天、人工智能和量子计算、能源技术，以及供应链和先进制造。</p>
</div><h2>Is Energy Fuels stock a buy?</h2>
<div class="lb-trans"><h2>Energy Fuels 股票值得买吗？</h2>
</div><p>Dimon's prediction aligns well with news last week that Energy Fuels is raising $700 million in convertible debt. Even with $115 million in annual cash burn, Energy Fuels' move last week gives the company six extra years to grow its rare-earth and uranium businesses and reach profitability.</p>
<div class="lb-trans"><p>戴蒙的预测与上周 Energy Fuels 筹集 7 亿美元可转换债务的消息相吻合。即使每年现金消耗 1.15 亿美元，Energy Fuels 上周的举措为公司提供了额外六年的时间来发展其稀土和铀业务并实现盈利。</p>
</div><p>Valued at more than 200 times <em>next</em> year's earnings, Energy Fuels isn't a buy just yet, but the picture is at least getting clearer.</p>
<div class="lb-trans"><p>Energy Fuels 的估值超过明年收益的 200 倍，目前还不是一个值得购买的股票，但前景至少变得更加清晰。</p>
</div>

为什么 Energy Fuels 的股票今天大幅飙升