最近高盛对锂的悲观看法，主要是出于供给层面的估算。对澳大利亚、智利和阿根廷 2023 年的供应预测分别比 iLiMarkets 高出 9%、15% 和 56%。实际来看中国这边因为供应链安全方面也在加大供应，供给量持续加大，大差不差🤣
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