周五盘中，美国最大稀土生产商MP Materials Corp.（股票代码：MP）股价大涨5.03%，引发市场关注。这一显著涨幅背后，有多重利好因素支撑。
据报道，MP Materials近期与苹果公司达成了一项价值5亿美元的合作协议，将为苹果电子产品提供关键稀土原材料。这一合作不仅为MP Materials带来了稳定的大客户，也彰显了其在美国稀土供应链中的重要地位。同时，美国政府对MP Materials的大力支持也成为推动股价上涨的重要因素。五角大楼已同意斥资4亿美元购入该公司优先股，成为其最大股东，并承诺在未来十年内每年采购约7000吨磁铁。
然而，MP Materials的快速发展也引发了业内一些争议。有批评者认为，政府对MP Materials的大力扶持可能会给其带来不公平优势，影响行业竞争。尽管如此，MP Materials仍然被视为重振美国稀土行业的最大希望。面对全球稀土供应链的变化和中美贸易关系的不确定性，投资者似乎对MP Materials的前景持乐观态度，推动了其股价的上涨。
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