周一盘中，MP Materials Corp.（股票代码：MP）股价大跌5.09%，截至发稿时报价61.64美元。这一跌势令人意外，因为该公司刚刚宣布了一项重大合作。
根据消息，MP Materials与苹果公司达成了一项价值5亿美元的长期合作协议，将为苹果供应美国制造的可持续稀土磁体。这些磁体将完全采用100%再生材料生产，彰显了两家公司对建立可持续国内供应链的承诺。MP Materials计划在其位于德克萨斯州沃斯堡的工厂（名为Independence）生产这些磁铁。
尽管公司传出利好消息，但投资者似乎并未对此作出积极反应。值得注意的是，多家投行近期上调了MP Materials的目标价。摩根大通将其目标价从18美元大幅上调至64美元，而德意志银行则将目标价从20美元上调至67美元，同时维持"持有"评级。这种分析师看好而股价下跌的矛盾现象，可能反映了市场对该公司短期业绩的担忧或整体市场情绪的影响。投资者可能需要更多时间来消化这一合作协议对公司长期发展的潜在影响。
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