美国稀土公司（USA Rare Earth Inc.，股票代码：USAR）今日盘中股价大跌5.41%，引发市场关注。这一跌幅可能与近期稀土行业的重大新闻有关。
据报道，苹果公司（AAPL）与MP材料公司（MP）签订了一份价值5亿美元的稀土磁铁供应协议。这笔交易将由MP材料公司位于得克萨斯州沃思堡的工厂供应稀土磁铁。这一消息可能对美国稀土公司产生间接影响，因为两家公司都在美国稀土磁铁供应链中占有重要地位。
虽然分析师认为稀土磁铁市场仍有增长空间，但苹果与MP材料的大额交易可能加剧了市场竞争。Canaccord Genuity表示，"我们需要更多的磁铁，以便完全独立于中国，而且要快......这为其他磁铁制造商创造了空间，包括美国稀土公司。"然而，投资者似乎对美国稀土公司在短期内获得类似大订单的前景持谨慎态度，这可能是导致其股价下跌的原因之一。美国稀土公司作为一家垂直整合的美国国内稀土磁铁供应链企业，未来发展仍值得市场关注。
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