USA Rare Earth Inc.（USAR）今日盘中股价大幅上涨15.67%，引起了市场的广泛关注。
消息面上，据报道，美国总统特朗普计划启动一项名为“金库计划”（Project Vault）的战略关键矿产储备项目，该项目总额高达120亿美元，旨在通过建立商业库存机制保护美国制造商免受供应链冲击，并减少对中国的依赖。此消息对USA Rare Earth等稀土公司构成重大利好，直接推动了股价的强劲上涨。
据悉，该项目将结合16.7亿美元的私人资本与美国进出口银行提供的100亿美元贷款，用于为汽车制造商、科技公司等采购和储存稀土及关键矿产。目前已有包括通用汽车、波音、谷歌在内的十多家公司参与。这一举措被视为美国强化其工业供应链安全、鼓励国内矿产行业发展的重要步骤，市场预期将显著提升对本土稀土资源的需求。
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