智通财经APP获悉，周一，稀土概念股盘中冲高，American Resources(AREC.US)涨超14%，MP Materials(MP.US)涨超5%，Energy Fuels(UUUU.US)、USA Rare Earth(USAR.US)涨超3%。消息面上，据路透社消息，两名知情人士透露，特朗普政府正在考虑一项计划，从《芯片法案》中重新分配至少20亿美元资金，以资助关键矿产项目，并提升商务部长卢特尼克对战略行业的影响力。拟议中的举措将从半导体研究和芯片工厂建设的拨款中提取资金，避免了新的支出请求。
一位消息人士表示，加强卢特尼克在关键矿产融资中的角色，还将有助于集中政府对该行业的整体策略。白宫官员在上月五角大楼对稀土公司MP Materials的投资引发对美国政府矿产战略问题的讨论后，推动了这一做法。
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