有报道称特朗普政府计划收购美国稀土公司（USA Rare Earth Inc.）10%的股权，受此消息提振，美国稀土矿商股价在盘前交易中普遍走高。市场分析指出，此举可能意味着美国政府正通过资本介入方式强化对战略性矿产资源的掌控。
MP Materials Corp.（MP）等主要稀土企业的股票在盘前交易中表现活跃，反映出投资者对行业政策风向变化的敏感反应。业内人士认为，若股权收购计划落地，将显著提升美国本土稀土供应链的稳定性，同时为相关企业带来更多政策支持预期。
值得关注的是，此次股权交易若成行，将标志着美国政府在稀土领域从政策引导转向直接参与的重大战略转变。当前全球稀土供应格局面临重构，美国此举可能引发新一轮资源安全竞争。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.