特朗普计划启动“金库计划”

Group 1 - The rare earth sector showed significant strength in pre-market trading, with NioCorp Developments rising nearly 9% and Critical Metals increasing over 7% [1][2] - Other companies in the sector also experienced gains, including TMC the metals, American Resources, and United States Antimony, all rising over 6% [1][2] Group 2 - The U.S. government is launching a strategic critical minerals reserve project called "Project Vault," with an initial funding of $12 billion aimed at protecting manufacturers from supply shocks [3] - The project will combine $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank of the United States, intended for procurement and storage of mineral resources for various industries [3] - The Export-Import Bank's board is expected to approve this record-scale loan, which is more than double the size of the bank's second-largest transaction in history [3] - The reserve will cover rare earths and other strategic elements, helping companies hedge against price volatility without needing to stockpile materials [3][4] - Over ten companies, including General Motors and Boeing, are participating in the project, which allows them to withdraw materials as needed while stabilizing market prices [4] - The project is similar to the existing strategic petroleum reserve but focuses on critical materials like gallium and cobalt, which are essential for various technologies [4]