异动解读 | 稀土巨头MP Materials盘前大涨8.29%,特朗普政府或支持稀土项目

异动解读
13 Jun

6月13日盘前,稀土材料生产商MP Materials Corp.(股票代码:MP)股价大涨8.29%,延续了前一交易日的强劲涨势。该公司股价的显著上涨引起了投资者的广泛关注。

消息面上,彭博社此前报道称,特朗普政府正在制定计划,优先考虑并资助被视为对国家安全至关重要的稀土项目。作为西半球最大的稀土材料生产商,MP Materials无疑将从这一政策中受益。此消息激发了市场对稀土行业前景的乐观情绪,推动了MP Materials股价的上涨。

值得注意的是,MP Materials拥有并运营着北美唯一具有规模的稀土采矿和加工场所——Mountain Pass稀土矿和加工厂。公司还在德克萨斯州沃斯堡开发稀土金属、合金和磁铁制造设施。鉴于稀土元素在现代技术和国防工业中的重要性,美国政府支持本土稀土项目的举措可能会进一步增强MP Materials的市场地位和长期发展前景。

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