6月2日，USA Rare Earth盘中上涨6.34%，报30.3882美元/股，成交额1.51亿美元。
消息面上，多重利好共振推动股价走强。投行Needham首次覆盖公司并给予"买入"评级，目标价39美元，分析师指出随着Serra Verde收购预计于第三季度完成、LCM业务整合推进及首批磁体产品计划于下半年开始发货，公司"正处于大规模产能爬坡的前夜"。同日，公司宣布选定南卡罗来纳州切罗基县建设新磁体制造及精炼金属工厂，满产后年产能目标为6400吨磁体及5000吨带材铸件金属，结合俄克拉荷马州设施扩建，预计国内总产能将达每年10000吨。此外，公司还宣布计划增加在法国的金属、合金及磁体制造投资，潜在资金规模超1.75亿欧元。
（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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