买一个涨一个！特朗普政府直接入股引发华尔街投机新浪潮

Core Viewpoint - The U.S. government's direct investment in companies is creating a high-risk investment environment on Wall Street, with investors speculating on which companies might receive government support next to achieve significant returns [1][3]. Government Investment Impact - Recent government investments have led to dramatic stock price increases, such as Trilogy Metals Inc. whose stock doubled after the government confirmed a 10% stake acquisition, and Lithium Americas which saw its stock nearly double following a $2.3 billion loan from the Department of Defense [3][4]. - Historical investments by the Trump administration in companies like MP Materials Corp. and Intel Corp. resulted in stock price increases of 376% and 82% respectively, fueling speculative behavior among investors [4]. Speculative Behavior and Risks - The current market behavior is likened to the "meme stock" frenzy during the COVID-19 pandemic, with analysts warning that speculative investments may not sustain long-term growth if government support does not materialize [6]. - A recent clarification from the White House regarding Critical Metals Corp. led to a significant drop in its stock price, highlighting the uncertainty associated with speculation based on rumors [6]. Potential Targets for Investment - Investors are actively searching for potential companies that may receive government support, with candidates including Ramaco Resources Inc. and Energy Fuels Inc. being identified as potential targets [7]. - The interest in critical minerals extends beyond U.S. companies, with Australian firms like Iluka Resources Ltd. and Lynas Rare Earths Ltd. also experiencing stock price increases due to speculation about U.S. government evaluations [7]. ETF Inflows - The surge in interest for critical mineral companies has positively impacted related ETFs, such as the Sprott Critical Minerals ETF, which saw record inflows in August and a 77% increase in value this year [8]. - The actions of the U.S. government in directly investing in companies are seen as a catalyst for growth in specific industries within the U.S. [8].