$GANFENGLITHIUM(01772.HK) and $JLMAG(06680.HK) both rose slightly, with sentiment improving for lithium prices and magnetic material demand; $USA Rare Earth(USAR.US) actually fell by four percentage points, failing to catch up with this rare earth wave, showing two diverging trends within upstream resources. Both are upstream resources, but lithium battery materials are recovering while small-cap US rare earth stocks are giving back gains. Short-term capital clearly favors the certainty of the former 😏
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