9月21日，USA Rare Earth盘中上涨8.1%，报16.63美元/股，成交额5301.53万美元。
消息面上，公司近期利好密集释放。9月17日，公司宣布与量子计算公司Pasqal及AI化学公司Riven Systems达成战略合作，利用量子机器学习开发下一代稀土分离技术，以降低加工成本。此前公司还完成了28亿美元收购Serra Verde的交易，并在南卡罗来纳州启动12亿美元磁体制造工厂建设。此外，美国政府拟向公司注资16亿美元获取10%股权，为美国稀土领域最大单笔政府投资。
板块层面，稀土概念股集体走强，Critical Metals涨34.55%，MP Materials涨4.4%，行业景气度持续提升。
（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。）
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