高盛是GS?它的意思就是告诉我们做任何事情都要象投资一样，不要把鸡蛋放在一个篮子里，要diversify. that's

it. I did not read GS's article but I would think what it means is: until around 2028, the west cannot be fully independent in refining rare earths. If you cut yourself off from China too early, you'd seriosly hurt your own industries.

一个投资银行永远会告诉投资者，这一次是告诉自己的国家，diversify ASAP but with necessary strategies。所有和美国国防部前属合同的公司几投资者，不论稀土还是其他，都有一项要求如果到时候中国大陆和我们打price war，你不能不守规矩，否则我们不投资厂生产。各种做厂的烦琐的许可证，白宫有EO，畅通无阻。