摩根士丹利:力拓或将放缓其锂业务雄心
Core Viewpoint - Morgan Stanley analysts indicate that Rio Tinto appears to be slowing its commitment to lithium business, as the company has decided to place its Jadar project under care and maintenance [1] Group 1: Company Strategy - The decision to place the Jadar project in maintenance suggests that Rio Tinto is focusing more on capital discipline, which was previously a significant part of its annual capital expenditure plan for lithium growth [1] - This potential strategic recalibration may be welcomed by investors [1] Group 2: Analyst Rating - Morgan Stanley has assigned an "overweight" rating to Rio Tinto [1]