6月2日，MP Materials盘中上涨5.47%，报70.53美元/股，成交额1.62亿美元。消息面上，投行Needham首次覆盖MP Materials，给予"买入"评级，目标价81美元，较当前股价仍有约15%的上行空间。
基本面方面，全球稀土市场供需紧平衡格局进一步确立，氧化镨钕现货报价维持高位，业内预计三季度价格仍有上行空间。此外，美日印澳四方安全对话（Quad）计划动员200亿美元布局关键矿产供应链，为稀土板块提供政策催化。公司一季度收入1.33亿美元，同比增长118.59%，亏损同比收窄64.82%，经营改善趋势明显。同行业个股中，USA Rare Earth涨3.23%，Lithium Americas涨9.89%，HudBay Minerals涨1.93%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.