周一盘中，美国领先的铀生产商Energy Fuels Inc（股票代码：UUUU）股价大幅上涨19.20%，引发市场广泛关注。这一显著涨幅源于中美贸易关系的新变化，特别是在稀土元素领域的最新动向。
据悉，美国总统特朗普重启对中国的贸易战，以应对中国大幅扩大稀土元素出口管制的举措。这一消息推动了整个美国稀土概念板块的全面上涨，其中USA Rare Earth Inc飙升超过25%，CRITICAL METALS CORPORATION上涨超过19%。作为美国重要的铀生产商和稀土元素生产商之一，Energy Fuels Inc在这波涨势中表现突出。
分析人士指出，稀土元素在高科技产品、新能源和国防等领域具有重要战略地位，而中国目前生产全球90%以上的加工稀土和稀土磁铁。美国政府正在采取措施，通过将联邦拨款转为公司股权等方式，确保美国关键矿产和半导体供应链的安全，以减少对中国的依赖。这一系列举措无疑提升了市场对美国本土稀土企业的信心，Energy Fuels Inc作为行业龙头之一，自然受益于这一趋势。
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