7月8日，A股全线飘红！ 截至午盘收盘，上证指数早盘上涨20.03点，涨幅为0.58%；深证成指上涨132.74点，涨幅为1.27%；创业板指上涨48.03点，涨幅为2.26%。 A股超3900个股上涨。 下跌方面，电力股展开调整，迪森股份跌超5%。 盘面上，PCB概念股大涨，逸豪新材、奕东电子等十余股涨停。光伏概念股走强，亚玛顿涨停，实现五天四板。创新药、铜缆高速连接、稀土 永磁等概念股也涨幅居前，电力、银行、港口等板块跌幅居前。 消费电子活跃，工业富联涨停。 | < W | 消费电子产业指数(8841278) | | | | --- | --- | --- | --- | | | 4398.61 78.40 +1.81% | | | | 资料 | 成分 资讯 | | 相关 | | 工业富联 | 26.38 | 10.01% | | | 601138.SH | | | | | 景旺电子 | 50.22 | 9.29% | | | 603228.SH | | | | | 乐鑫科技 | 147.75 | 8.07% | | | 688018.SH | | | | | 沪电股份 | 48.88 | 6.72% | ...

Your trade laser is advising on geopolitical risk. You heard Tyler's reporting there. How much is this about managing expectations versus getting something definitive from this administration today on what has been agreed and what will be agreed in the weeks to come.Right. Good morning, Ed and Caroline. It's nice to be on with you.Yeah. Secretary Scott Bassett has message this as a maximum pressure campaign. So they're trying to ratchet up the pressure and get more concessions from US trading partners.It do ...

Treasury Secretary Scott Bessent said the US is hopeful China will do more to ease the export of rare earth magnets after last month’s deal between the two countries https://t.co/uiscCMhXcq ...

Unlike traditional rare earth element (REE) deposits, which often involve complex, high-cost processing and the management of radioactive elements contained in the ore, the Brook Mine deposit is composed of soft, friable, clay and rock associated with coal and negligible radioactive elements. This unique geological profile significantly reduces the cost and requirement for energy-intensive processing typically required in hard rock mining. As a result, the project is expected to benefit from a more efficien ...

Of course, this sort of more clear cut strategic directive at curtailing China becomes a lot more muddled when it comes to the various trade tiffs and and tariff uncertainties that the US has going with a number of these countries. How complicated does this become, particularly at a time where there's also gripes about Trump wanting Indo-Pacific allies to be spending more on defense post the NATO meeting. Yeah, that's a great question, because the impetus for the Trump administration is to reaffirm the impo ...

Let's get to a move before we get out of here in our AB block today. Um, speaking of a stock that has ridden the market wave, um, MP Materials, Jim Leventhal, um, it's up 50% in a month. It's up 105% in 6 months. It's up 158% in 12 months.And you are selling it. This was my trade war play. Uh, and it played out.I I said when I bought it, this was a strategic play on China, rare earth elements. that story's played out. I think this is a fabulous company.I think that it will do well as a company over the comi ...

The US and China moving closer to a full tariff and trade deal, announcing a framework last week. Join us right now to talk about what could be next. Nicholas Burns, who served as US ambassador to China under the Biden administration, has worked under six presidents, both Democrats and Republicans, in his decade long career.He's now professor at Harvard University's uh Belelfford Center. And we welcome to the broadcast. How close do you really think we are at this point.I know we keep saying we're getting c ...

Lay out the visit for us then, Oli. The consequences, the importance of saying Wang Yi, the foreign Minister of China, on the ground in Europe. Yeah.So he's going to go to Brussels. He's going to go to Germany. He's going to go to France. He's going to meet with the foreign ministers of all of those countries, including the High representative.Kaja Kallas in Brussels, of course, and this is the first sort of high level meeting that you've had between the EU and China since the beginning of this new commissi ...

As Donald Trump brandishes US export controls on technology as a bargaining chip to wrest supplies of rare earth magnets from Beijing, China is showcasing what it can do without the most advanced American semiconductors https://t.co/cwg7eG55w4 ...

Shares of two of the biggest U.S. rare earths producers, MP Materials and USA Rare Earth, slumped Friday after officials from the White House and China confirmed the framework of a new trade deal. https://t.co/axw4iCX75A ...