MP材料公司股价因苹果公司宣布的5亿美元投资而飙升逾19%,达到57.50美元,创下三年新高。苹果公司此举旨在本地化其矿物供应链,以增强关键原材料的国内供应。根据协议,MP材料公司将向苹果供应其德克萨斯州沃斯堡工厂生产的磁铁产品。双方还计划在沃斯堡再建一座磁铁生产厂,并在加州芒廷帕斯新建回收设施,以扩大产能。苹果公司的这笔投资是其5000亿美元美国承诺的一部分,凸显其对本土制造的战略布局。值得注意的是,MP材料公司与苹果的交易紧随其与美国国防部签署数十亿美元协议一周后达成,凸显了该公司在供应链中的关键角色。苹果股价微涨至209.72美元,市场反应积极。截至上一收盘,MP材料公司股票年内涨幅已近四倍,显示出强劲的增长势头。
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