周一盘中，美国稀土生产商MP Materials Corp.（股票代码：MP）股价大涨14.92%，引发市场广泛关注。这一涨幅反映了投资者对稀土行业前景的乐观情绪，同时也凸显了中美贸易关系对相关股票的影响。
据报道，美国总统特朗普重启对中国的贸易战，这是对中国大幅扩大稀土元素出口管制的反应。中国目前生产全球90%以上的加工稀土和稀土磁铁，而美国仅有一个稀土矿。在这一背景下，美国上市的稀土公司股价普遍上涨，MP Materials便是其中之一。
值得注意的是，美国政府正在加大力度确保本国关键矿产和半导体供应链的安全，旨在减少对中国的依赖。这一政策导向可能为MP Materials等美国稀土公司带来更多机遇。此外，有消息称五角大楼最近对MP Materials进行了入股，这进一步增强了投资者的信心。在当前地缘政治格局下，稀土元素作为战略资源的重要性日益凸显，这可能是推动MP Materials股价上涨的另一个关键因素。
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