1月26日，美股夜盘时段，稀土概念股USA Rare Earth涨超19%，Critical Metals涨超9%，MP Materials涨超6%。据上周六消息，特朗普政府计划向USA Rare Earth注资16亿美元以换取该公司10%股权，这将是美国政府在稀土领域迄今最大规模的单笔投资。
贵金属概念股普涨，First Majestic Silver涨超8%，科尔黛伦矿业、泛美白银涨5%，赫克拉矿业、纽曼矿业涨超2%，哈莫尼黄金、金田、金罗斯黄金涨超1%。
英特尔续跌近3%，其上一交易日重挫17%。公司披露的当季指引弱于预期，叠加供应约束持续拖累毛利率表现，令投资者情绪承压。
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