--- title: "Lithium Americas 跌 17%，摩根大通下调评级，称特朗普政府入股对评级的意义不大" description: "Lithium Americas Corp.股价跌幅达 17%，摩根大通将其评级从中性下调至减持，目标价设为 5 美元。分析师指出，与 MP Materials 相比，Lithium Americas 与美国政府的交易获利空间有限，且保护较少。尽管特朗普政府的入股被视为支持，但增量积极程度不足以重新评级。锂价格前景有望改善，Thacker Pass 项目预计盈利，若中美贸易关系正常化，股价可能回调" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/261470994.md" published_at: "2025-10-16T14:17:13.000Z" --- # Lithium Americas 跌 17%，摩根大通下调评级，称特朗普政府入股对评级的意义不大 > Lithium Americas Corp.股价跌幅达 17%，摩根大通将其评级从中性下调至减持，目标价设为 5 美元。分析师指出，与 MP Materials 相比，Lithium Americas 与美国政府的交易获利空间有限，且保护较少。尽管特朗普政府的入股被视为支持，但增量积极程度不足以重新评级。锂价格前景有望改善，Thacker Pass 项目预计盈利，若中美贸易关系正常化，股价可能回调。 Lithium Americas Corp.股价跌幅高达 17%，为 2024 年 4 月以来最大盘中跌幅。 摩根大通将其评级从中性下调至减持，此前该公司股价自美国政府持股以来上涨了 200% 以上，可能面临回调；PT（股价目标）设为 5 美元。 分析师 Bill Peterson 认为，与 MP Materials 相比，Lithium Americas 与美国政府的交易获利上升空间较小，且获得的保护较少。 “虽然特朗普政府的入股可能被视为在低迷的锂市场上对 LAC 的支持，但我们认为这笔交易的增量积极程度不足以保证对该股进行重新评级。” 认为特朗普政府交易是一种下行保护，而非战略，因为与稀土相比，锂在中国以外的市场更为广泛。 值得注意的是，锂价格前景仍有望改善，锂美洲公司的 Thacker Pass 项目预计一旦投产，将实现盈利 认为如果中美贸易关系在短期内正常化，股价将会出现回调。 ### Related Stocks - [LAC.US - Lithium Americas](https://longbridge.com/zh-CN/quote/LAC.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Anthropic: Investors in round include Insight Partners, Jane Street, JPMorganChase through Security & Resiliency Initiative & Growth Equity Partners | Anthropic: Investors in round include Insight Partners, Jane Street, JPMorganChase through Security & Resiliency Initiat | [Link](https://longbridge.com/zh-CN/news/275799043.md) | | Twin Capital Management Inc. Has $15.19 Million Stake in JPMorgan Chase & Co. $JPM | Twin Capital Management Inc. reduced its stake in JPMorgan Chase & Co. by 19.6% in Q3, now holding 48,151 shares valued | [Link](https://longbridge.com/zh-CN/news/276055296.md) | | Parents Are Getting Deported Without Having Any Idea Where Their Kids Are | A new method of detaining and deporting immigrants is reportedly leading to family separations, with many parents being | [Link](https://longbridge.com/zh-CN/news/275981250.md) | | Newsom announces mortgage relief plan while taking shot at Trump admin over wildfire aid | Democratic Governor Gavin Newsom announced an expansion of California's mortgage relief program to $100,000 per househol | [Link](https://longbridge.com/zh-CN/news/275937450.md) | | Slovenia Issues 750 Million Euros in March 2036 Bond Syndicated Tap | Slovenia issued 750 million euros in a syndicated tap of its March 2036 bond, with demand exceeding 6.8 billion euros. T | [Link](https://longbridge.com/zh-CN/news/276059464.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。