周一夜盘，美国稀土公司（USA Rare Earth Inc.，股票代码：USAR）股价大涨7.52%，延续了白天交易时段的强劲涨势，引发市场广泛关注。
分析人士指出，USAR股价的飙升主要受到以下几个因素的推动：首先，整体市场情绪从上周五的大跌中恢复，三大股指期货集体上涨，为稀土概念股提供了良好的外部环境。其次，有报道称美国总统特朗普可能重启对中国的贸易战，特别是针对稀土元素出口管制的反应，这一地缘政治因素提升了投资者对美国本土稀土公司的关注度。
此外，摩根大通日前宣布了一项为期十年、总额达1.5万亿美元的"安全与韧性倡议"计划，其中包括对关键矿产资源的投资。考虑到稀土元素在国防、航空航天和高科技产业中的战略重要性，这一计划可能为美国稀土公司带来新的发展机遇。市场普遍认为，美国政府正在加大力度确保关键矿产供应链的安全，减少对外国供应商的依赖，这一趋势将持续利好国内稀土企业。
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