2、市场喘口气，资金动力仍然充沛 如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。 今天对投资市场影响深远的一个突发事件，是昨天商务部突然宣布针对日本实施出口限制，主要涉 及"两用物项"——简而言之，就是既可用于军事场合、又可用于民用市场的一些产品与技术。 大家首先联想到的肯定是稀土，大差不差应该包括这类敏感物资。如今商务部一纸禁令，禁止向日本出 口，且自公告发布当日起立刻执行，这肯定与前段时间日本高层大放厥词有关；而此次禁令直指命门 ——日本电子产业发达，其汽车、半导体乃至部分消费电子产业对中国稀土的依赖度极高，尤其是重稀 土，而这些产业本身又是日本的支柱。现在商务部一纸禁令，意味着它们短期内很可能无处购得稀土， 影响极为深远。 本篇评级为★★★，主要围绕以下内容展开： 日本政府随即强烈抗议，这间接说明此次确实打到了痛点；股票市场也立刻做出反应。 1、战略资源品再占风口，持续性如何？ 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 1、战略资源品再占风口，持续性如何？ 本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本 ...

Group 1 - The core argument of the article highlights the significant role of strategic resource products in the current market, particularly with a critical time point approaching at the end of October [3][4] - The domestic stock market is currently led by strategic resource products, which have shown impressive performance, influenced by global liquidity and geopolitical dynamics [3] - Recent announcements from China's Ministry of Commerce regarding export controls on rare earths indicate a strategic move to leverage these resources in international negotiations, particularly against advanced chip manufacturing [3][4] Group 2 - The article emphasizes that rare earths should not be viewed merely as event-driven commodities; rather, they are increasingly being utilized as tools in international relations, a trend likely to intensify in the near term [4] - The upcoming high-level meetings between China and the U.S., as well as with major East Asian countries, are expected to further elevate the importance of strategic resource products, providing upward support and attracting capital [4]