BUZZ-BMO 将 MP Materials 的评级提升至 "跑赢大盘"。

路透中文

Nov 24, 2025

BUZZ-BMO 将 MP Materials 的评级提升至 "跑赢大盘"。

11月24日 - ** 墨尔本银行将稀土矿商 MP Materials MP.N 的评级从 "市场表现 "上调至 "跑赢大盘"

** MP股价盘前上涨2.7%至56.80美元

** 不过，券商将预测价格从76美元下调至75美元；这意味着该股较上一交易日收盘价有36%的上涨空间

** 券商认为，近期稀土价格的回落和中国取消出口限制不会破坏美国稀土供应链的长期主题

** 墨尔本银行预计，沙特阿拉伯合资企业的潜在上升空间和近期股价疲软将共同创造一个具有吸引力的入市点。

** 墨尔本银行表示： "我们相信，MP 公司具有战略重要性的资产将继续保证其相对于同行的溢价倍数。

** 16家券商中有14家将该股评为 "买入 "或更高评级，两家评为 "持有"；PT中位数为78.00美元--数据由LSEG编制

** 截至上次收盘，《墨尔本议定书》累计上涨 254.3

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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