稀土生产商MP Materials Corp.（股票代码：MP）今日盘前大涨5.12%，引发投资者广泛关注。该公司股价的强劲表现与近期中美两国达成的贸易协议密切相关。
据报道，美国和中国政府已达成贸易协议框架，这可能会暂停美国计划对关键矿产征收的关税以及中国的出口管制。中国商务部在一份声明中表示，中国政府将在一年内暂停最新的稀土出口限制措施。这一举措有望缓解市场对稀土供应中断的担忧，为整个稀土行业带来利好。
值得注意的是，MP Materials并非唯一受益的公司。整个稀土概念板块在夜盘交易时段普遍上涨，其中CRITICAL METALS CORPORATION一度大涨16%，USA Rare Earth Inc.涨超11%。此外，美国进出口银行还向私人控股公司REalloys发出了意向书，拟提供高达2亿美元的贷款，用于资助北美的稀土加工和磁铁设施。这进一步凸显了市场对稀土行业的乐观预期。
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