USA Rare Earth Inc.（USAR）今日盘前股价大幅上涨7.87%，在美股市场表现突出。
消息面上，据市场报道，欧盟将向美国提出建立关键矿产伙伴关系的构想。该伙伴关系旨在共同寻找关键矿产的供应渠道，探索联合项目并研究价格支持机制，这对于USA Rare Earth这类专注于美国本土稀土供应链的公司构成了直接利好。
根据相关提案，欧盟已准备在三个月内与美国签署谅解备忘录，制定“战略伙伴关系路线图”。提案内容还包括建立关键矿产储备的可能性，以及构建彼此间安全的供应链体系。这一合作框架有望加强美国在稀土等关键矿产领域的供应安全与市场地位，从而提振了相关概念股的市场情绪。
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