MP Materials Corp. (MP) 今日盘中大涨5.86%，引起了市场的广泛关注。
消息面上，稀土及多种金属板块持续走强，板块联动效应显著。知名投行Wedbush首次覆盖该公司并给予90美元目标价，将其定位为“美国稀土国家冠军”。同时，行业内的并购利好（如USA Rare Earth以28亿美元收购巴西稀土生产商Serra Verde）持续发酵，提升了行业景气度。
此外，公司即将发布财报，市场一致预期本季度营收同比增长约20.05%。其位于德州的“10X”磁体制造园区规划年产能达1万吨钕铁硼磁体，总投资超12.5亿美元的一体化战略也获得了机构的普遍看好。多重利好因素共同推动股价上涨。
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