USA Rare Earth Inc.（USAR）今日盘中大幅上涨12.18%，引起了市场的广泛关注。
消息面上，公司宣布已达成最终协议，将以约28亿美元的价格收购巴西稀土矿商Serra Verde集团。该交易对价包括3亿美元现金及约1.269亿股新发行的USAR普通股，预计将于2026年第三季度完成。Serra Verde旗下的Pela Ema矿是亚洲以外唯一能大规模供应所有四种磁性稀土的来源，战略价值显著。此外，Serra Verde已与美国政府及私人投资者达成一项为期15年的供应协议，为关键稀土产品设定了价格下限，这为未来营收提供了保障并降低了风险。
与此同时，知名投行Wedbush首次覆盖该公司，并给予“跑赢大盘”评级，目标价29美元，进一步提振了市场信心。公司近期还完成了董事会改组，矿业资深人士米克·戴维斯爵士与塞拉西·莫拉伊蒂斯加入董事会，后者还将出任公司总裁，这被视为强化公司战略执行能力的重要信号。一系列积极因素共同推动了股价的强劲表现。
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