7月15日周二，美国最大稀土生产商MP Materials Corp.（股票代码：MP）盘中股价大涨14.06%，引发市场广泛关注。这一显著涨幅主要受到苹果公司宣布投资5亿美元的消息推动。
据报道，苹果公司将与MP Materials达成一项价值5亿美元的战略合作伙伴关系，旨在美国本土生产回收稀土磁铁。根据协议，MP Materials将扩大其生产设施，预计于2027年开始向苹果供货。双方还计划在德克萨斯州沃斯堡新建磁铁生产工厂，并在加利福尼亚州芒廷帕斯设立回收设施。
这一合作不仅标志着苹果公司在本土化和可持续采购方面的重大进展，也凸显了MP Materials在美国稀土产业中的关键地位。值得注意的是，MP Materials上周刚与美国国防部达成数十亿美元的协议，旨在提高稀土磁铁产量，挑战中国在该领域的主导地位。分析人士认为，这些发展将显著提升MP Materials的竞争力和盈利能力，从而推动其股价上涨。
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