美国稀土公司（USA Rare Earth Inc.，股票代码：USAR）今日盘前股价大涨10.16%，延续了此前的强劲涨势，引发市场广泛关注。这一显著涨幅主要受到多重利好因素的推动。
首先，摩根大通近日宣布了一项为期十年、总额高达1.5万亿美元的"安全与韧性倡议"计划。该计划将在供应链制造、国防航空、能源技术和前沿科技等四大领域的27个细分技术投资最多100亿美元。考虑到稀土元素在国防、航空航天和高科技产业中的战略重要性，这一计划可能为美国稀土公司带来新的发展机遇。
其次，地缘政治因素也在推动稀土股价上涨。有报道称美国可能重启对中国的贸易战，特别是针对稀土元素出口管制的反应，这提升了投资者对美国本土稀土公司的关注度。市场普遍认为，美国政府和金融机构正在加大力度确保关键矿产供应链的安全，减少对外国供应商的依赖，这一趋势将持续利好国内稀土企业，USA Rare Earth作为美国本土稀土生产商有望从中受益。
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