MP Materials Corp.（MP）今日盘中大幅上涨9.58%，引起了市场的广泛关注。
消息面上，公司最新公布的第一季度财报表现亮眼，营收达到9065万美元，同比增长49%，大幅超越市场预期；调整后每股收益为0.03美元，成功实现同比扭亏为盈。与此同时，多家知名投行纷纷表达了对公司的看好。Wedbush首次覆盖该公司，将其定位为“美国稀土国家冠军”，并将目标价从90美元上调至100美元，维持“跑赢大盘”评级。Canaccord Genuity也将其目标价从79美元上调至82美元。
此外，行业层面也传来利好。USA Rare Earth以28亿美元收购巴西稀土生产商Serra Verde的并购消息持续发酵，提振了整个稀土板块的情绪。公司自身的发展计划也增强了投资者信心，其首席执行官透露计划于第二季度启动重稀土分离系统的调试，而位于德州的万吨级磁铁工厂已破土动工，并且已获得苹果公司5亿美元采购美国制造稀土磁铁的承诺。多重利好因素共同推动了此次股价的强势上涨。
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