Real Vision发布 2026-08-30
《Why AI Could Trigger the Next Lithium Boom w/ Howard Klein and Matt Fernley of @RockStockChannel》
$LAR看涨
Lithium Argentina 凭借其盈利能力和现有产量，在2-3年内有潜力实现价值翻倍或三倍增长。
我们在像 Albemarle 或 SQM 这样的公司看到的盈利能力，它们刚刚公布了财报，还有 Lithium Argentina。Lithium Argentina 公布了 70% 的营业利润率，对吧？
这些就是 Elon Musk 在四五年之前谈论锂时所说的软件级别的利润率。
And the profitability that we're seeing at a company like Albemarle or SQM who just reported earnings or Lithium Argentina. Lithium Argentina reported 70% operating margins, right? These are the software margins that Elon Musk was talking about lithium, you know, four or five years ago.
如果他们已经在生产像 Lithium Argentina 这样的东西，我认为在两到三年的时间内，很容易翻倍或翻三倍。
if they're already producing something like a Lithium Argentina, I think easily is a double or a triple, you know, with a 2 or 3-year time frame.