（文章来源：每日经济新闻） 每经AI快讯，9月25日，锂矿概念走高，洛阳钼业涨停，西部矿业涨超7%，中矿资源、柘中股份、赣锋 锂业、西藏矿业等涨幅居前。 ...

9月24日，天齐锂业涨1.21%，成交额19.73亿元。两融数据显示，当日天齐锂业获融资买入额2.56亿 元，融资偿还2.41亿元，融资净买入1517.72万元。截至9月24日，天齐锂业融资融券余额合计28.86亿 元。 截至6月30日，天齐锂业股东户数27.08万，较上期减少6.08%；人均流通股5451股，较上期增加6.45%。 2025年1月-6月，天齐锂业实现营业收入48.33亿元，同比减少24.71%；归母净利润8441.06万元，同比增 长101.62%。 分红方面，天齐锂业A股上市后累计派现78.68亿元。近三年，累计派现71.37亿元。 机构持仓方面，截止2025年6月30日，天齐锂业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股6481.74万股，相比上期增加869.65万股。中国证券金融股份有限公司位居第五大流通股 东，持股2785.36万股，持股数量较上期不变。华泰柏瑞沪深300ETF（510300）位居第六大流通股东， 持股1839.68万股，相比上期增加154.77万股。易方达沪深300ETF（510310）位居第七大流通股东，持 股1312.54万股，相比上期增加1 ...

美东时间周三，美股三大指数维持震荡下跌。截至收盘，道指跌0.37%，报46121.28点；纳指跌0.33%， 报22497.86点；标普500指数跌0.28%，报6637.97点。 | 美股指数 它 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 46121.28 | 22497.86 | 6637.97 | | -171.50 -0.37% | -75.61 -0.33% | -18.95 -0.28% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 8629.37 | 24747.500 | 6697.00 | | +237.74 +2.83% | -79.750 -0.32% | -18.00 -0.27% | 中国资产深夜拉升，表现吸睛。纳斯达克中国金龙指数收涨2.83%，盘中最高涨超4%。热门中概股普 涨，阿里巴巴、万国数据涨超8%，百度、京东涨超5%，蔚来涨超2%。 美三大股指集体收跌 中概股逆势走强 9月24日，美国三大股指小幅收跌。热门科技股涨跌不一，其中英特尔涨超6%，消息称英特尔正寻求苹 果对其进行投资。特斯拉逆势 ...

Core Viewpoint - Lithium Americas' stock price surged over 100%, reaching a new high in a year and a half, due to negotiations with the Trump administration regarding a government loan agreement and potential equity acquisition [2][3]. Group 1: Company Developments - The Trump administration is negotiating to acquire up to 10% equity in Lithium Americas while discussing a government loan exceeding $2.26 billion for the Thacker Pass lithium project [3]. - The Thacker Pass lithium project, located in northern Nevada, is claimed to be the largest known lithium resource mine globally, with an expected annual output of 40,000 tons of battery-grade lithium carbonate, aiming to be North America's largest lithium source [2][3]. - Lithium Americas holds a 62% stake in the Thacker Pass project, which is a joint venture with General Motors, which owns 38% and has agreed to purchase lithium from the mine upon production [2]. Group 2: Government Involvement - The U.S. government is pushing for renegotiation of loan terms due to unmet conditions for the first disbursement, with discussions on extending repayment timelines [3]. - The government aims to acquire a small equity stake to establish a cash buffer and mitigate risks for taxpayers [3]. Group 3: Market Impact - Following the news, Lithium Americas' stock price increased by 95.7%, closing at $6.01 [5].

Core Viewpoint - Lithium Americas (LAC.US) shares surged over 90%, reaching a new one-year high of $5.88, following reports of interest from the Trump administration in acquiring up to 10% equity in the company to gain rights to the largest lithium mine in the U.S. [1] Group 1 - The Trump administration is seeking to invest in Lithium Americas, aiming for a stake of up to 10% [1] - General Motors (GM.US) announced a $650 million investment in Lithium Americas in February to jointly develop the Thacker Pass lithium mine in northern Nevada, which is the largest in the U.S. [1]

Core Viewpoint - Lithium Americas (LAC.US) shares surged over 102% to $6.23 amid reports that the Trump administration is seeking to invest in the company for up to 10% equity, aiming to secure rights to the largest lithium mine in the U.S. [1] Group 1: Investment and Partnerships - General Motors (GM) announced a $650 million investment in Lithium Americas in February to jointly develop the Thacker Pass lithium mine in northern Nevada, projected to be the largest lithium mine in the U.S. [1] - The Thacker Pass lithium mine is expected to start lithium production in 2028, potentially supplying materials for up to 1 million electric vehicles annually. [1] Group 2: Financial Negotiations - Lithium Americas is currently renegotiating the terms of a $2.26 billion loan from the Department of Energy related to its lithium mining project. [1]

Core Viewpoint - Lithium Americas' stock surged by 98.7% to $6.10 following news of potential government investment in the company, aimed at revitalizing American manufacturing [1][4]. Group 1: Government Investment - The U.S. government is negotiating to acquire a stake in Lithium Americas as part of a broader strategy to support domestic supply chains for critical minerals [3][6]. - The proposed government stake could be as high as 10%, and this move is part of a renegotiation of a $2.3 billion loan program initiated during the Biden administration [3][6]. - The investment aligns with the goals of the CHIPS and Science Act, which has already injected over $200 billion into the semiconductor industry since its enactment in 2022 [6]. Group 2: Strategic Importance of Lithium Supply - The Thacker Pass mine in Nevada is considered a cornerstone for establishing a domestic lithium supply chain for electric vehicle batteries, reducing reliance on Chinese lithium refining [6]. - The U.S. government’s interest in lithium mining is part of a larger trend of investing in key industries, including defense, with potential future investments in companies like Lockheed Martin [7][8]. Group 3: Historical Context - Government equity stakes have occurred in exceptional circumstances, such as during the 2008 financial crisis when the government acquired significant shares in major automotive and financial institutions [7]. - Recent government actions include substantial investments in companies like Intel, positioning the government as a major stakeholder in critical sectors [7].

每经AI快讯，9月24日，美股三大指数集体高开，道指涨0.18%，纳指涨0.36%，标普500指数涨0.21%。 Lithium Americas涨超65%，此前报道称美国政府正寻求获得高达10%的股权。阿里巴巴涨超8%，此前 公司宣布与英伟达开展Physical AI合作。 ...

格隆汇9月24日｜美股开盘，三大指数集体高开，纳指涨0.37%，标普500指数涨0.21%，道指涨0.17%。 美国最大锂矿公司Lithium Americas暴涨超67%，美国政府寻求获得公司高达10%的股权。 阿里巴巴涨近8%，创逾4年新高，官宣与英伟达开展Physical AI合作。 美光科技倒跌超2%，Q4营收同比大增46%超预期，预计本财季营收将再创新高。 (格隆汇) ...

格隆汇9月24日｜1. 美国三大股指期货小幅上涨，纳指期货涨0.24%，标普500指数期货、道指期货涨 0.17%。 8. "木头姐"Cathie Wood时隔四年重新建仓阿里巴巴，价值逾1600万美元。 9. 美国政府寻求获得美国最大锂矿公司美洲锂业(Lithium Americas)高达10%的股权。 2. 欧股主要指数涨跌不一，德国DAX指数涨0.08%，英国富时100指数跌0.17%，法国CAC指数跌 0.73%，欧洲斯托克50指数跌0.23%。 3. 美联储主席鲍威尔对未来降息的前景持谨慎态度，美国财长贝森特：本应发出降息100至150个基点的 信号。 4. 据报OpenAI与英伟达商讨AI数据中心合作模式，将租赁而非购买AI芯片。 5. 阿里巴巴与英伟达开展Physical AI合作，包括数据的合成处理、模型的训练等。 6. 阿里巴巴2025云栖大会首提"超级人工智能"，将积极推进3800亿的AI基础设施建设，并计划追加更大 的投入。 7. 通义千问Qwen推出Qwen3-Max，为迄今为止规模最大、能力最强的模型。 美股时段值得关注的事件： 22:00 美国8月新屋销售总数年化 10. 美光科技 ...