{"id":664981,"date":"2026-09-23T16:43:17","date_gmt":"2026-09-23T23:43:17","guid":{"rendered":"https:\/\/nai500.com\/?p=664981"},"modified":"2026-09-23T16:43:17","modified_gmt":"2026-09-23T23:43:17","slug":"usa-rare-earth%ef%bc%9a%e4%b8%80%e5%9c%ba%e6%97%a8%e5%9c%a8%e6%91%86%e8%84%b1%e4%b8%ad%e5%9b%bd%e7%a8%80%e5%9c%9f%e4%be%9d%e8%b5%96%e7%9a%84%e9%ab%98%e9%a3%8e%e9%99%a9%e8%b1%aa%e8%b5%8c","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/09\/usa-rare-earth%ef%bc%9a%e4%b8%80%e5%9c%ba%e6%97%a8%e5%9c%a8%e6%91%86%e8%84%b1%e4%b8%ad%e5%9b%bd%e7%a8%80%e5%9c%9f%e4%be%9d%e8%b5%96%e7%9a%84%e9%ab%98%e9%a3%8e%e9%99%a9%e8%b1%aa%e8%b5%8c\/","title":{"rendered":"USA Rare Earth\uff1a\u4e00\u573a\u65e8\u5728\u6446\u8131\u4e2d\u56fd\u7a00\u571f\u4f9d\u8d56\u7684\u9ad8\u98ce\u9669\u8c6a\u8d4c"},"content":{"rendered":"

\u4eca\u5e74 1 \u6708\uff0c\u7f8e\u56fd\u5546\u52a1\u90e8\u957f Howard Lutnick \u5ba3\u5e03\u5411\u7a00\u571f\u4f01\u4e1a USA Rare Earth Inc. \u63d0\u4f9b 16 \u4ebf\u7f8e\u5143\u653f\u5e9c\u878d\u8d44\uff0c\u5176\u4e2d\u5305\u62ec 2.77 \u4ebf\u7f8e\u5143\u80a1\u6743\u6295\u8d44\u4e0e 13 \u4ebf\u7f8e\u5143\u8d37\u6b3e\uff0c\u5546\u52a1\u90e8\u6362\u53d6\u8be5\u516c\u53f8 10% \u80a1\u4efd\u3002\u8fd9\u7b14\u88ab\u7279\u6717\u666e\u653f\u5e9c\u6807\u699c\u4e3a “\u6446\u8131\u4e2d\u56fd\u7a00\u571f\u4f9d\u8d56” \u5173\u952e\u4e00\u6b65\u7684\u4ea4\u6613\uff0c\u4ece\u843d\u5730\u4e4b\u521d\u4fbf\u9677\u5165\u4e89\u8bae\u3002<\/p>\n

\u4ea4\u6613\u5ba3\u5e03\u524d\u4e00\u5468\uff0cLutnick \u66fe\u62c5\u4efb CEO \u7684\u6295\u884c Cantor Fitzgerald\u2014\u2014 \u73b0\u7531\u5176\u513f\u5b50\u638c\u8235 \u2014\u2014 \u6b63\u5fd9\u7740\u4e3a\u8be5\u516c\u53f8\u4ece\u79c1\u4eba\u6295\u8d44\u8005\u5904\u52df\u8d44 15 \u4ebf\u7f8e\u5143\uff0c\u4ece\u4e2d\u8d5a\u53d6 5000 \u4e07\u7f8e\u5143\u878d\u8d44\u8d39\u3002\u8fd9\u7b14 PIPE\uff08\u4e0a\u5e02\u79c1\u52df\u80a1\u6743\u6295\u8d44\uff09\u878d\u8d44\u89c4\u6a21\u8fbe\u5230\u516c\u53f8\u5f53\u65f6\u5e02\u503c\u7684\u7ea6 40%\uff0c\u6bd4\u4f8b\u5f02\u5e38\u4e4b\u9ad8\u3002\u6c11\u4e3b\u515a\u8bae\u5458\u968f\u540e\u542f\u52a8\u8c03\u67e5\uff0c\u76f4\u6307 Lutnick \u7236\u5b50\u5b58\u5728\u6f5c\u5728\u5229\u76ca\u51b2\u7a81\u3002\u9a6c\u8428\u8bf8\u585e\u5dde\u53c2\u8bae\u5458 Elizabeth Warren \u7b49\u81f4\u51fd Cantor \u73b0\u4efb\u4e3b\u5e2d Brandon Lutnick\uff0c\u79f0\u76f8\u5173\u6761\u6b3e “\u4e25\u91cd\u5f15\u53d1\u5bf9\u5546\u52a1\u90e8\u957f\u5229\u76ca\u51b2\u7a81\u53ca\u8d3f\u8d42\u6cd5\u5f8b\u7684\u62c5\u5fe7”\u3002<\/p>\n

Cantor \u65b9\u9762\u56de\u5e94\u79f0\uff0c\u516c\u53f8\u4e0e USA Rare Earth \u7684\u5408\u4f5c\u5173\u7cfb\u65e9\u4e8e Lutnick \u5c31\u4efb\u516c\u804c\uff0c\u4e14\u5728\u653f\u5e9c\u8c08\u5224\u4e2d\u672a\u626e\u6f14\u89d2\u8272\uff1b\u5546\u52a1\u90e8\u5219\u58f0\u660e Lutnick \u4ece\u672a\u5c31\u7a00\u571f\u884c\u4e1a\u4e0e Cantor \u8fdb\u884c\u4efb\u4f55\u6c9f\u901a\u3002<\/p>\n

\u6838\u5fc3\u8d44\u4ea7\u906d\u5730\u8d28\u754c\u8d28\u7591\uff1a\u201c\u57fa\u672c\u4e0a\u5c31\u662f\u4e00\u5806\u6ce5\u571f”<\/h2>\n

\u653f\u7b56\u613f\u666f\u4e0e\u77ff\u5c71\u73b0\u5b9e\u4e4b\u95f4\u5b58\u5728\u5de8\u5927\u9e3f\u6c9f\u3002USA Rare Earth \u7684\u6838\u5fc3\u8d44\u4ea7 \u2014\u2014 \u5f97\u514b\u8428\u65af\u5dde Round Top Mountain \u7a00\u571f\u77ff\uff0c\u8ddd\u57c3\u5c14\u5e15\u7d22\u7ea6 85 \u82f1\u91cc\uff0c\u53f7\u79f0\u62e5\u6709\u7f8e\u56fd\u6700\u5927\u7a00\u571f\u77ff\u85cf\uff0c\u4f46\u81f3\u4eca\u672a\u4ea7\u51fa\u4efb\u4f55\u4ea7\u54c1\u3002<\/p>\n

\u884c\u4e1a\u7814\u7a76\u673a\u6784 Stormcrow Capital \u603b\u88c1 Jon Hykawy \u76f4\u8a00\uff1a\u201cRound Top \u57fa\u672c\u4e0a\u5c31\u662f\u4e00\u5806\u6ce5\u571f\u3002\u6211\u4eec\u91c7\u77ff\uff0c\u91c7\u7684\u662f\u77ff\u77f3\uff0c\u4e0d\u662f\u6ce5\u571f\u3002” \u6218\u7565\u4e0e\u56fd\u9645\u7814\u7a76\u4e2d\u5fc3\uff08CSIS\uff09\u4eca\u5e74 2 \u6708\u7684\u62a5\u544a\u6307\u51fa\uff0cRound Top \u77ff\u77f3\u54c1\u4f4d “\u5f02\u5e38\u4e4b\u4f4e”\u2014\u2014 \u4e3a\u83b7\u5f97\u4e0e\u6fb3\u5927\u5229\u4e9a\u4e00\u5ea7\u9ad8\u54c1\u4f4d\u77ff\u5e8a\u540c\u7b49\u6570\u91cf\u7684\u77ff\u77f3\uff0c\u9700\u5f00\u91c7\u7684\u5ca9\u77f3\u91cf\u591a\u51fa 100 \u81f3 150 \u500d\uff0c\u8fd9\u662f\u8be5\u9879\u76ee\u6700\u5927\u7684\u7ecf\u6d4e\u98ce\u9669\u3002<\/p>\n

\u66f4\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u4e94\u89d2\u5927\u697c\u81ea\u4e0a\u4e16\u7eaa 90 \u5e74\u4ee3\u8d77\u4fbf\u5bf9\u8be5\u77ff\u5e8a\u8fdb\u884c\u8bc4\u4f30\uff0c\u7ed3\u8bba\u59cb\u7ec8\u662f\u4e0d\u5177\u5907\u7ecf\u6d4e\u53ef\u91c7\u54c1\u4f4d\u3002\u4e24\u4f4d\u524d\u56fd\u9632\u90e8\u5b98\u5458\u900f\u9732\uff0c\u968f\u7740\u5bf9\u4e2d\u56fd\u7a00\u571f\u7ba1\u63a7\u7684\u62c5\u5fe7\u52a0\u5267\uff0c\u56fd\u9632\u90e8\u8fd1\u671f\u91cd\u65b0\u8bc4\u4f30\u540e\u4ecd\u5f97\u51fa\u76f8\u540c\u7ed3\u8bba\u3002<\/p>\n

\u8be5\u77ff\u5386\u53f2\u4e0a\u4e5f\u4e0d\u4e4f\u8fc7\u5ea6\u627f\u8bfa\u524d\u79d1\u3002\u524d\u8fd0\u8425\u65b9 Texas Rare Earth Resources \u66fe\u5ba3\u79f0\u77ff\u5e8a\u4ef7\u503c\u8d85 1000 \u4ebf\u7f8e\u5143\uff0c\u540e\u4e8e 2012 \u5e74\u4e3b\u52a8\u5411 SEC \u62a5\u5907\u79f0\u76f8\u5173\u8868\u8ff0\u53ef\u80fd\u6d89\u5acc\u8bc1\u5238\u8fdd\u6cd5\u3002<\/p>\n

\u4ece\u672c\u571f\u7a81\u56f4\u5230\u5168\u7403\u5e76\u8d2d\uff0c\u7eb3\u7a0e\u4eba\u9762\u4e34 Solyndra \u5f0f\u98ce\u9669<\/h2>\n

\u5c3d\u7ba1\u653f\u5e9c\u6ce8\u8d44\u4ee5\u516c\u53f8\u8fbe\u6210\u6280\u672f\u4e0e\u8d22\u52a1\u91cc\u7a0b\u7891\u4e3a\u6761\u4ef6\uff0c\u4f46\u622a\u81f3 6 \u6708\u5e95\u516c\u5f00\u6587\u4ef6\u663e\u793a\uff0c\u4efb\u4f55\u91cc\u7a0b\u7891\u5747\u672a\u8fbe\u6210\uff0c13 \u4ebf\u7f8e\u5143\u8d37\u6b3e\u5c1a\u672a\u53d1\u653e\uff0c\u653f\u5e9c\u5374\u5df2\u83b7\u5f97\u7ea6\u5b9a\u80a1\u4efd\u4e0e\u8ba4\u80a1\u6743\u8bc1\u3002<\/p>\n

USA Rare Earth \u4f4d\u4e8e\u4fc4\u514b\u62c9\u8377\u9a6c\u5dde\u7684\u78c1\u6750\u5de5\u5382\u4eca\u5e74 3 \u6708\u542f\u52a8\u751f\u4ea7\uff0c\u4f46\u8981\u5230\u4eca\u5e74\u56db\u5b63\u5ea6\u624d\u80fd\u8fbe\u5230\u5546\u4e1a\u89c4\u6a21\uff1bRound Top \u77ff\u5c71\u8ba1\u5212 2028 \u5e74\u6295\u4ea7\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u516c\u53f8\u5e76\u672a\u6267\u7740\u4e8e “\u672c\u571f\u4f9b\u5e94\u94fe” \u53d9\u4e8b \u2014\u2014 \u5728 PIPE \u8d44\u91d1\u5230\u4f4d\u540e\uff0c\u5b83\u8fc5\u901f\u5c55\u5f00\u4e00\u7cfb\u5217\u8de8\u56fd\u5e76\u8d2d\uff1a\u6536\u8d2d\u82f1\u56fd\u5408\u91d1\u5236\u9020\u5546 Less Common Metals\u3001\u5165\u80a1\u6cd5\u56fd Carester \u83b7\u53d6\u52a0\u5de5\u6280\u672f\uff0c\u5e76\u4ee5 28 \u4ebf\u7f8e\u5143\u80a1\u7968\u52a0\u73b0\u91d1\u6536\u8d2d\u5df4\u897f Serra Verde Group\u3002\u540e\u8005\u53bb\u5e74\u4ec5\u4ea7\u751f 250 \u4e07\u7f8e\u5143\u6536\u5165\u4e14\u5904\u4e8e\u4e8f\u635f\u72b6\u6001\uff0c\u6295\u8d44\u8005\u8003\u5bdf\u540e\u53d1\u73b0\u5176\u9009\u77ff\u5de5\u827a\u5c1a\u672a\u8dd1\u901a\uff0c\u65e0\u6cd5\u6709\u6548\u5206\u79bb\u9ecf\u571f\u4e0e\u7a00\u571f\u77ff\u77f3\u3002<\/p>\n

CEO Barbara Humpton \u4eca\u5e74 10 \u6708\u5c06\u5378\u4efb\uff0c\u7ee7\u4efb\u8005\u6b63\u662f\u5df4\u897f Serra Verde \u7684\u73b0\u4efb CEO Thras Moraitis\u3002\u516c\u53f8\u6700\u65b0\u901a\u7a3f\u5df2\u4e0d\u518d\u5f3a\u8c03\u672c\u571f\u4f9b\u5e94\u94fe\uff0c\u8f6c\u800c\u8c08\u8bba “\u6784\u5efa\u4ece\u77ff\u5c71\u5230\u78c1\u6750\u7684\u5168\u7403\u4ef7\u503c\u94fe”\u3002<\/p>\n

\u6295\u8d44\u8005\u3001\u5730\u8d28\u5b66\u5bb6\u4e0e\u653f\u5e9c\u5b98\u5458\u7684\u62c5\u5fe7\u6307\u5411\u4e00\u4e2a\u6700\u574f\u60c5\u666f\uff1a\u8fd9\u7b14\u672a\u7ecf\u5e02\u573a\u68c0\u9a8c\u7684 “\u56fd\u5bb6\u8d44\u672c\u4e3b\u4e49” \u6295\u8d44\uff0c\u53ef\u80fd\u8ba9\u7279\u6717\u666e\u91cd\u8e48\u5965\u5df4\u9a6c\u65f6\u4ee3 Solyndra \u8986\u8f99 \u2014\u2014 \u90a3\u7b14 5 \u4ebf\u7f8e\u5143\u592a\u9633\u80fd\u8d37\u6b3e\uff0c\u6700\u7ec8\u4ee5\u516c\u53f8\u4e24\u5e74\u5185\u7834\u4ea7\u544a\u7ec8\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u4eca\u5e74 1 \u6708\uff0c\u7f8e\u56fd\u5546\u52a1\u90e8\u957f Howard Lutnick \u5ba3\u5e03\u5411\u7a00\u571f\u4f01\u4e1a USA Rare Earth Inc […]<\/p>\n","protected":false},"author":27,"featured_media":597279,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430,2196],"tags":[2415,730,766,893],"class_list":["post-664981","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","category-2196","tag-u-s-stocks-zh-hans","tag-730","tag-766","tag-893","sectors-mining-zh-hans","locations-china-zh-hans","locations-619","locations-us-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/664981","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=664981"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/664981\/revisions"}],"predecessor-version":[{"id":664984,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/664981\/revisions\/664984"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/597279"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=664981"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=664981"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=664981"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}