摩根士丹利国家安全指数亮点：稀土、电池、锂、核能重磅增长股全名单（2025 最新关注）

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稀土
$TMC the Metals(TMC.US) The Metals Company
$US Antimony(UAMY.US) 美国锑业
$MP Materials(MP.US) MP Materials
$USA Rare Earth(USAR.US) 美国稀土
$Idaho Strategic Resources(IDR.US) 爱达荷战略资源
$Niocorp Developments(NB.US) NioCorp
$Energy Fuels(UUUU.US) Energy Fuels
$Critical Metals(CRML.US) 关键金属
$Trilogy Mets(TMQ.US) Trilogy Metals
$American Resources(AREC.US) American Resources
$ERO Copper(ERO.US) Ero Copper
$Perpetua Resources(PPTA.US) Perpetua Resources

电池
$特斯拉(TSLA.US) 特斯拉
$EOS Energy Enterprises(EOSE.US) Eos Energy
$Amprius Tech(AMPX.US) Amprius
$Microvast(MVST.US) Microvast
$巴拉德动力系统(BLDP.US) Ballard Power Systems
$QuantumScape(QS.US) QuantumScape
$American Battery Tech(ABAT.US) American Battery Technology
$Ivanhoe Electric(IE.US) Ivanhoe Electric

锂
$美国雅宝公司(ALB.US) Albemarle
$Sigma Lithium(SGML.US) Sigma Lithium
$Lithium Americas(LAC.US) Lithium Americas
$Standard Lithium(SLI.US) Standard Lithium

核能
$Oklo(OKLO.US) Oklo
$Lightbridge(LTBR.US) Lightbridge
$ASP Isotopes(ASPI.US) ASP 同位素
$Centrus Energy(LEU.US) Centrus Energy
$Cameco(CCJ.US) Cameco
$BWX Tech(BWXT.US) BWX Technologies
$Ur能源(URG.US) Uranium Energy
$NANO Nuclear Energy(NNE.US) NANO Nuclear Energy
$NuScale Power(SMR.US) NuScale
$Nexgen 能源(NXE.US) NexGen Energy
$Encore Energy(EU.US) Encore Energy
$Mirion Tech(MIR.US) Mirion