异动解读 | 获美国防部入股约15%,MP Materials夜盘大涨13.49%

异动解读
Jan 27

MP Materials Corp. (MP) 在今日夜盘交易中股价大幅上涨13.49%,引起了市场的高度关注。

消息面上,据路透社报道,特朗普政府正在加大力度,通过将联邦拨款转化为股权来确保美国关键矿物供应链的安全。在这一战略投资推动中,美国国防部(DoD)计划收购MP Materials约15%的股份,成为这家总部位于拉斯维加斯的公司的最大股东。这笔投资被描述为华盛顿迄今为止在关键矿产领域最引人注目的投资,显著增强了市场对该公司战略价值和未来发展的信心。

MP Materials经营着美国唯一的稀土矿,并致力于提高国内的稀土加工和磁铁产量。美国政府此次入股,旨在减少对中国关键矿产的依赖,强化国内供应链,这为MP Materials的长期增长提供了强有力的政策与资金支持预期。

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