智通财经APP获悉，周二，美股稀土概念股表现活跃，United States Antimony(UAMY.US)大涨超20%，USA Rare Earth(USAR.US)、NioCorp Developments(NB.US)涨超5%，TMC the metals(TMC.US)涨超3%，MP Materials(MP.US)涨近2%。消息面上，9月23日，UAMY宣布获得美国国防后勤局战略材料部一份价值高达2.45亿美元的无限期交付、无限量单一来源合同，用于购买锑锭以补充美国国家战略物资储备。该公司运营北美仅有的两家锑冶炼厂，2024年营收为1490万美元，此合同价值约相当于16倍年营收，并已准备好立即履行第一份订单。
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