周四盘前，美国稀土概念股USA Rare Earth Inc.（USAR）股价大涨15.12%，引发市场广泛关注。这一涨势与稀土行业的重大新闻密切相关。
据报道，同为稀土概念股的MP Materials与美国国防部五角大楼达成了一项价值十亿美元的协议，共同建设美国稀土磁体供应链。这一消息在稀土行业引起了连锁反应，不仅MP Materials股价盘前暴涨近50%，USA Rare Earth等其他稀土相关股票也随之大幅上涨。
USA Rare Earth Inc.是一家垂直整合的美国国内稀土磁铁供应链企业，主要为美国的能源、出行和国家安全领域提供支持。公司正在美国开发钕铁硼磁铁制造厂，并建立国内稀土和关键矿物的供应、开采和加工能力。鉴于稀土磁铁对国防、汽车、航空、工业、医疗和消费电子等多个行业的重要性，MP Materials与五角大楼的协议可能为整个行业带来新的发展机遇，这也解释了为什么USA Rare Earth的股价会出现如此显著的上涨。
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