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1%1%1%
$XUSAR 现在是：
大盘 risk-off + 高 beta 稀土板块回吐 + USAR 自己 $10附近的卖压/筹码问题 三者叠加。
🇧🇷巴西地缘风险：Lula政府更强调稀土本地加工和资源主权，可能提高Serra Verde运营/出口条件，但目前没有撤销收购或美国offtake的证据。
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