【导读】 美国将欧盟汽车关税下调至15%；中概股暴涨 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现，中国资产涨势不止！ 美国将欧盟汽车关税下调至15% 9月24日晚间， 美国将追溯至8月1日的欧盟汽车进口关税降至15% ，从而巩固了双方今夏达成的框架性贸易协议的条款。 美国商务部与美国贸易代表办公室在网上发布文件，详细说明了这些变动，下调了多类商品的关税。 消息公布后，德国车企大众集团、保时捷和梅赛德斯-奔驰集团的股价走高。作为受美国关税打击最严重的车企之一（其在美仅销售进口车），保时 捷在法兰克福交易所一度上涨超3%。 此次调整还包括针对航空器、航空器零部件以及仿制药及其原料，以及某些金属与矿石等行业的豁免清单，自9月1日起生效。 多数新关税税率适用于9月1日之后启运的欧盟商品，但汽车及零部件的关税减免以欧盟推出下调美国商品关税的立法为前提。欧盟已于8月28日完成 该举措，为特朗普政府将新的汽车关税追溯实施铺平了道路。 此前，这些车辆在既有关税之外还需加缴25%的美国关税。 美方在通知中表示，产品清单仍可能进一步修订。此举是在本月早些时候特朗普签署一项行政令之后采取的，该行政令简化了其政府针对与 ...

Group 1 - The U.S. government may take a 10% stake in Lithium Americas in exchange for renegotiating a $2.3 billion loan, which could provide financial security for the company [3][5] - Following the news about Lithium Americas, Energy Fuels saw a 10.8% increase in stock price, indicating investor interest in strategic minerals [1][3] - Both Lithium Americas and Energy Fuels are involved in mining strategic minerals, with the potential for government interest in Energy Fuels due to its American base [3][5] Group 2 - Lithium Americas is currently unprofitable and is not expected to generate revenue before 2027, raising questions about its financial viability [3] - Energy Fuels is expected to report a profit next year, but it remains unprofitable at present, which presents investment risks [4] - The strategic importance of uranium, similar to lithium, may lead to future government involvement in Energy Fuels [3][4]

The Trump administration is looking to take some equity ownership of another large publicly traded company. The decision comes after the administration began re-evaluating a $2.3 billion loan approved by President Biden for the development of a Nevada lithium deposit. As Bloomberg reports, the record-high loan to Lithium Americas Corp., finalized in 2024, would have provided most of the capital for the construction of a processing plant adjacent to the company’s Thacker Pass mine, on one of country’s lar ...

Key Points Reuters reports the U.S. government may take a 10% stake in Lithium Americas. That stock nearly doubled when the news broke, and investors are hoping for something similar from Standard Lithium stock. 10 stocks we like better than Standard Lithium › Lithium Americas (NYSE: LAC) stock exploded Wednesday morning after Reuters reported that the start-up miner of lithium for electric car batteries may be in line for a big investment from the U.S. government. No sooner had this happened than ...

Lithium Americas Shares Surge 90% As Trump Requests Stakehttps://t.co/5QCK6yJI6J https://t.co/ZmNsYWaf0n ...

Core Viewpoint - Shares of Lithium Americas surged over 97% following the Trump administration's interest in acquiring an equity stake while negotiating a multibillion-dollar loan for the Thacker Pass mine, which is the largest lithium source in the U.S. [1][2] Group 1: Stock Performance and Market Capitalization - Lithium Americas' stock increased approximately 97% to around $6, nearly doubling its market capitalization from $674 million to about $1.32 billion [1]. Group 2: Loan Negotiations and Stake Acquisition - The Trump administration has requested up to a 10% equity stake in Lithium Americas as part of renegotiating a $2.2 billion loan for the Thacker Pass mine [2]. - The company, along with General Motors, is seeking to renegotiate terms established under the Biden administration, with the Energy Department agreeing to minor modifications to protect taxpayers [3]. Group 3: Production Capacity and Economic Impact - The Thacker Pass facility is expected to produce 40,000 metric tons of battery-quality lithium annually, sufficient to power approximately 800,000 electric vehicles [4]. - The project is anticipated to create over 2,000 jobs and significantly reduce gasoline consumption by an estimated 317 million gallons per year [5]. Group 4: Government Interest in Critical Minerals - The Trump administration's strategy includes seeking equity in companies involved in mining critical minerals to reduce import dependence, as evidenced by previous government interventions in companies like MP Materials and Intel [6].

Core Insights - The Biden administration approved a $2.26 billion loan for the development of the Thacker Pass lithium project, which is expected to be the largest lithium supplier in the Western Hemisphere by 2028 [4] - Shares of Lithium Americas (LAC) surged over 90% following reports that the Trump administration may acquire up to a 10% stake in the company [1][6] - General Motors (GM), in partnership with Lithium Americas, is involved in the Thacker Pass project to enhance domestic lithium production, crucial for rechargeable batteries [2][6] Company Developments - Lithium Americas is in discussions with the Department of Energy and General Motors regarding the first draw on the DOE loan [5] - The company’s stock was up approximately 3% year-to-date before the recent surge [5] - Concerns were raised by Trump officials about the company's ability to repay the loan due to low lithium prices, leading to renegotiations of the agreement [4] Industry Context - The Thacker Pass project is seen as vital for increasing U.S. lithium production, reducing reliance on China as a major supplier [2] - The move to potentially acquire a stake in Lithium Americas aligns with previous investments by the administration in companies deemed critical to U.S. national security, such as Intel and MP Materials [5]

Group 1 - Alibaba plans to increase its AI budget beyond the previously projected $53 billion over the next three years, leading to a surge in its shares [3][5] - Shares of Diamondback Energy and APA continued to rise alongside increasing oil prices due to a decline in U.S. crude inventories [3] - Freeport-McMoRan reported expectations of lower sales for copper and gold in the current quarter, making it the worst-performing stock in the S&P 500 [3] Group 2 - Major U.S. equity indexes showed little change after ending a record-setting streak [2][5] - Lithium Americas shares surged following reports that the Trump administration may take a stake in the company, potentially up to 10% [2][5] - Adobe shares declined after a downgrade from Morgan Stanley, raising concerns about its ability to monetize AI [4]

Core Viewpoint - Lithium Americas (LAC.US) shares surged over 90%, reaching a new one-year high of $5.88, following reports of interest from the Trump administration in acquiring up to 10% equity in the company to gain rights to the largest lithium mine in the U.S. [1] Group 1 - The Trump administration is seeking to invest in Lithium Americas, aiming for a stake of up to 10% [1] - General Motors (GM.US) announced a $650 million investment in Lithium Americas in February to jointly develop the Thacker Pass lithium mine in northern Nevada, which is the largest in the U.S. [1]

智通财经APP获悉，周三，Lithium Americas(LAC.US)飙升超90%，创一年新高，报5.88美元。消息面 上，路透社称，美国总统特朗普政府寻求投资Lithium Americas，寻求获得这家公司高达10%的股权， 希望拥有美国最大锂矿的权益。 此外，通用汽车(GM.US)今年2月宣布斥资6.5亿美元投资Lithium Americas，共同开发位于内华达州北部Thacker Pass的美国最大锂矿。 ...