{"id":645291,"date":"2026-06-22T16:40:47","date_gmt":"2026-06-22T23:40:47","guid":{"rendered":"https:\/\/nai500.com\/?p=645291"},"modified":"2026-06-22T16:40:47","modified_gmt":"2026-06-22T23:40:47","slug":"%e4%b8%ad%e5%9c%8b%e5%8f%8d%e5%88%b6%ef%bc%81%e7%be%8e%e8%82%a1%e7%a8%80%e5%9c%9f%e5%85%ac%e5%8f%b8-mp-materials-%e5%92%8c-usa-rare-earth-%e8%a2%ab%e7%9b%b4%e6%8e%a5%e6%8b%89%e9%bb%91","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/06\/%e4%b8%ad%e5%9c%8b%e5%8f%8d%e5%88%b6%ef%bc%81%e7%be%8e%e8%82%a1%e7%a8%80%e5%9c%9f%e5%85%ac%e5%8f%b8-mp-materials-%e5%92%8c-usa-rare-earth-%e8%a2%ab%e7%9b%b4%e6%8e%a5%e6%8b%89%e9%bb%91\/","title":{"rendered":"\u4e2d\u570b\u53cd\u5236\uff01\u7f8e\u80a1\u7a00\u571f\u516c\u53f8 MP Materials \u548c USA Rare Earth \u88ab\u76f4\u63a5\u62c9\u9ed1"},"content":{"rendered":"<p>\u4e2d\u570b\u5546\u52d9\u90e8\u9031\u4e00\u5ba3\u4f48\u5c07 10 \u5bb6\u7f8e\u570b\u5be6\u9ad4\u5217\u5165\u51fa\u53e3\u7ba1\u5236\u6e05\u55ae\uff0c\u5176\u4e2d\u5305\u62ec <a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=MP\">MP Materials\uff08NYSE: MP\uff09<\/a>\u548c <a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=USAR\">USA Rare Earth\uff08NASDAQ: USAR\uff09<\/a>\u5169\u5bb6\u7a00\u571f\u6838\u5fc3\u4f01\u696d\u3002\u9019\u662f\u5c0d\u4e94\u89d2\u5927\u6a13\u672c\u6708\u66f4\u65b0 1260H \u6e05\u55ae\uff0c\u5c07\u963f\u88e1\u3001\u767e\u5ea6\u3001\u6bd4\u4e9e\u8fea\u3001\u851a\u4f86\u7b49\u4e2d\u4f01\u7d0d\u5165\u8ecd\u4e8b\u95dc\u806f\u540d\u55ae\u7684\u5c0d\u7b49\u53cd\u5236\u3002<\/p>\n<h2>10 \u5bb6\u7f8e\u4f01\u88ab\u62c9\u9ed1 \u7a00\u571f\u8207\u9632\u52d9\u6210\u91cd\u9ede<\/h2>\n<p>\u6b64\u6b21\u88ab\u5217\u5165\u6e05\u55ae\u7684 10 \u5bb6\u5be6\u9ad4\uff0c\u6db5\u84cb\u7a00\u571f\u3001\u7121\u4eba\u6a5f\u3001\u6a5f\u5668\u4eba\u3001\u822a\u7a7a\u822a\u5929\u7b49\u591a\u500b\u9818\u57df\u3002\u9664 MP Materials \u548c USA Rare Earth \u5916\uff0c\u9084\u5305\u62ec Jaia Robotics\u3001Red Cat Holdings\uff08RCAT\uff09\u3001Teal Drones \u7b49\u7121\u4eba\u6a5f\u6280\u8853\u516c\u53f8\uff0c\u4ee5\u53ca\u4efb\u52d9\u95dc\u9375\u578b\u96fb\u6a5f\u88fd\u9020\u5546 Aveox\u3002<\/p>\n<p>\u6e05\u55ae\u751f\u6548\u5f8c\uff0c\u4e2d\u570b\u51fa\u53e3\u5546\u4e0d\u5f97\u5411\u9019\u4e9b\u4f01\u696d\u4f9b\u61c9\u5169\u7528\u7269\u9805\uff08\u8ecd\u6c11\u5169\u7528\u5546\u54c1\u548c\u6280\u8853\uff09\uff0c\u4efb\u4f55\u570b\u5bb6\u6216\u5730\u5340\u7684\u7d44\u7e54\u548c\u500b\u4eba\u4e5f\u4e0d\u5f97\u5c07\u4e2d\u570b\u539f\u7522\u5169\u7528\u7269\u9805\u8f49\u8b93\u7d66\u4e0a\u8ff0\u5be6\u9ad4\u3002\u9019\u610f\u5473\u8457\u5f9e\u539f\u5148\u7684\u51fa\u53e3\u8a31\u53ef\u8b49\u5236\u5ea6\uff0c\u5347\u7d1a\u70ba\u5168\u9762\u7981\u6b62\u3002\u4e2d\u570b\u5546\u52d9\u90e8\u5728\u8072\u660e\u4e2d\u8868\u793a\uff0c\u6b64\u8209\u662f\u70ba\u7dad\u8b77\u570b\u5bb6\u5b89\u5168\u548c\u5229\u76ca\uff0c\u5c65\u884c\u9632\u64f4\u6563\u7b49\u570b\u969b\u7fa9\u52d9\uff0c\u662f\u5c0d &#8220;\u7f8e\u570b\u653f\u5e9c\u60e1\u610f\u505a\u6cd5&#8221; \u7684\u56de\u61c9\u3002<\/p>\n<h2>\u53cd\u76f4\u89ba\u4e0a\u6f32\uff1a\u88ab\u62c9\u9ed1\u53cd\u800c\u6210\u5229\u597d\uff1f<\/h2>\n<p>\u4ee4\u4eba\u610f\u5916\u7684\u662f\uff0c\u6d88\u606f\u516c\u4f48\u5f8c\uff0c\u5169\u96bb\u7a00\u571f\u80a1\u4e0d\u8dcc\u53cd\u6f32\u3002\u5468\u4e00\u65e9\u76e4\uff0cMP Materials \u4e0a\u6f32 2.7% \u81f3 62.52 \u7f8e\u5143\uff0c\u6070\u597d\u4f4d\u65bc 50 \u65e5\u548c 200 \u65e5\u5747\u7dda\u9644\u8fd1\uff1bUSA Rare Earth \u5927\u6f32 4.7% \u81f3 25.79 \u7f8e\u5143\u3002\u5e02\u5834\u7684\u908f\u8f2f\u5728\u65bc\uff1a\u88ab\u5217\u5165\u7ba1\u5236\u6e05\u55ae\u53cd\u800c\u5411\u6295\u8cc7\u8005\u78ba\u8a8d\u4e86\u4e00\u4ef6\u4e8b \u2014\u2014 \u5317\u4eac\u4e0d\u6703\u5927\u5e45\u653e\u9b06 2025 \u5e74 4 \u6708\u5be6\u65bd\u7684\u7a00\u571f\u51fa\u53e3\u7ba1\u5236\u3002\u9019\u610f\u5473\u8457\u6d77\u5916\u7a00\u571f\u4f01\u696d\u7684\u7af6\u722d\u512a\u52e2\u4e0d\u6703\u88ab\u7a81\u7136\u524a\u5f31\u3002<\/p>\n<p>\u904e\u53bb\u5e7e\u500b\u6708\uff0c\u7a00\u571f\u80a1\u5728\u4e09\u7a2e\u60c5\u666f\u9593\u53cd\u5fa9\u6416\u64fa\uff1a\u51b7\u6230\u5f0f\u7d93\u6fdf\u812b\u9264\u3001\u6280\u8853\u5927\u4ea4\u6613\u3001\u4ee5\u53ca\u4e2d\u9593\u8def\u7dda\uff08\u9069\u5ea6\u5c0d\u6297\uff09\u3002\u6b64\u6b21\u6e05\u55ae\u843d\u5730\uff0c\u78ba\u8a8d\u4e86 &#8220;\u4e2d\u9593\u8def\u7dda&#8221; \u4ecd\u662f\u7576\u524d\u4e3b\u7dda \u2014\u2014 \u65e2\u4e0d\u6703\u5168\u9762\u812b\u9264\uff0c\u4e5f\u4e0d\u6703\u8f15\u6613\u9b06\u7d81\u3002<\/p>\n<p>\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u7a00\u571f\u80a1\u8fd1\u671f\u6ce2\u52d5\u5287\u70c8\u3002MarketSurge \u6578\u64da\u986f\u793a\uff0cUSA Rare Earth \u7684 21 \u65e5\u771f\u5be6\u6ce2\u5e45\uff08ATR\uff09\u9ad8\u9054 10.1%\uff0c\u5c6c\u4e8e\u904e\u5ea6\u6ce2\u52d5\u7bc4\u7587\uff1bMP Materials \u7684 21 \u65e5 ATR \u70ba 6.9%\uff0c\u540c\u6a23\u8655\u65bc\u8f03\u9ad8\u6c34\u5e73\u3002\u901a\u5e38\u5efa\u8b70\u6295\u8cc7\u8005\u5c0d 21 \u65e5 ATR \u8d85\u904e 8% \u7684\u500b\u80a1\u63a7\u5236\u655e\u53e3\u3002<\/p>\n<h2>\u7a00\u571f\u50f9\u683c\u5dee\uff1a\u5883\u5916\u6bd4\u5883\u5167\u9ad8 400%<\/h2>\n<p>William Blair \u5206\u6790\u5e2b Neal Dingmann \u5728\u5831\u544a\u4e2d\u6307\u51fa\uff0c\u53d7\u4e2d\u570b\u51fa\u53e3\u7ba1\u5236\u5f71\u97ff\uff0c\u90e8\u5206\u7a00\u571f\u54c1\u7a2e\u7684\u5883\u5916\u50f9\u683c\u6bd4\u4e2d\u570b\u5883\u5167\u9ad8\u51fa\u7d04 400%\u3002\u9019\u5c31\u662f\u70ba\u4ec0\u9ebc\u4efb\u4f55\u5be6\u8cea\u6027\u653e\u9b06\u7ba1\u5236\u7684\u6d88\u606f\uff0c\u90fd\u6703\u5c0d\u5728\u7f8e\u570b\u7b49\u5730\u52a0\u7dca\u5efa\u8a2d\u7a00\u571f\u4f9b\u61c9\u93c8\u7684\u4f01\u696d\u9020\u6210\u5de8\u5927\u885d\u64ca\u30025 \u6708\u4e2d\u7f8e\u5169\u570b\u9818\u5c0e\u4eba\u5cf0\u6703\u5f8c\uff0c\u767d\u5bae\u66fe\u5ba3\u7a31\u4e2d\u65b9\u5c07\u89e3\u6c7a\u7a00\u571f\u7b49\u95dc\u9375\u7926\u7522\u77ed\u7f3a\u554f\u984c\uff0c\u4e00\u5ea6\u5f15\u767c MP\u3001USAR \u7b49\u7a00\u571f\u80a1\u6025\u8dcc\uff0c\u96a8\u5f8c\u53c8\u5f37\u52c1\u53cd\u5f48\u3002<\/p>\n<p>2025 \u5e74 4 \u6708\uff0c\u5728\u7279\u6717\u666e &#8220;\u89e3\u653e\u65e5&#8221; \u95dc\u7a05\u4e4b\u5f8c\uff0c\u4e2d\u570b\u5c0d 7 \u7a2e\u95dc\u9375\u7a00\u571f\u5143\u7d20\u5be6\u65bd\u56b4\u683c\u51fa\u53e3\u7ba1\u5236\uff0c\u5305\u62ec\u91d4\u3001\u9227\u3001\u91e4\u3001\u91d3\u3001\u93d1\u3001\u92f1\u548c\u9465\u3002\u9019\u4e9b\u5143\u7d20\u5ee3\u6cdb\u61c9\u7528\u4e8e\u6230\u65a7\u5c0e\u5f48\u3001F-35 \u6230\u9b25\u6a5f\u3001\u6355\u98df\u8005\u7121\u4eba\u6a5f\u548c\u6838\u6f5b\u8247\u7b49\u8ecd\u4e8b\u88dd\u5099\u3002<\/p>\n<p>\u4e0d\u904e\uff0c\u591a\u4f4d\u5206\u6790\u5e2b\u8a8d\u70ba\u6b64\u6b21\u63aa\u65bd\u7684\u5be6\u969b\u5f71\u97ff\u6709\u9650\u3002\u5730\u7de3\u653f\u6cbb\u8aee\u8a62\u516c\u53f8 Asia Group \u5927\u4e2d\u83ef\u5340\u5408\u5925\u4eba George Chen \u8868\u793a\uff0c\u540d\u55ae\u4e0a\u591a\u6578\u4f01\u696d\u90fd\u662f\u7f8e\u570b\u570b\u9632\u884c\u696d\u53c3\u8207\u8005\u6216\u8207\u653f\u5e9c\u95dc\u4fc2\u5bc6\u5207\uff0c&#8221;\u9019\u4e9b\u516c\u53f8\u672c\u4f86\u5c31\u4e0d\u6703\u5728\u4e2d\u570b\u505a\u751f\u610f\uff0c\u6240\u4ee5\u5f71\u97ff\u76f8\u7576\u8c61\u5fb5\u6027&#8221;\u3002\u4ed6\u8a8d\u70ba\uff0c\u5317\u4eac\u6b64\u8209\u662f\u5c0d\u4e94\u89d2\u5927\u6a13 1260H \u6e05\u55ae\u7684 &#8220;\u5c0d\u7b49\u56de\u61c9&#8221;\u3002<\/p>\n<p>\u5c31\u5728\u4e0a\u5468\uff0cG7 \u570b\u5bb6\u525b\u9054\u6210\u5354\u8b70\uff0c\u8a08\u5283\u5230 2030 \u5e74\u5c07\u5f9e\u55ae\u4e00\u975e G7 \u570b\u5bb6\u9032\u53e3\u7a00\u571f\u7684\u6bd4\u4f8b\u63a7\u5236\u5728 60% \u4ee5\u4e0b\uff0c\u4ee5\u964d\u4f4e\u5c0d\u4e2d\u570b\u7684\u4f9d\u8cf4\u3002\u4e2d\u570b\u5728\u5168\u7403\u7a00\u571f\u751f\u7522\u548c\u52a0\u5de5\u4e2d\u4f54\u64da\u4e3b\u5c0e\u5730\u4f4d\u3002\u4e00\u908a\u662f G7 \u52a0\u901f\u4f9b\u61c9\u93c8\u591a\u5143\u5316\uff0c\u4e00\u908a\u662f\u4e2d\u7f8e\u5728\u7a00\u571f\u9818\u57df\u7684\u535a\u5f08\u6301\u7e8c\u5347\u7d1a\u3002\u9019\u5834\u95dc\u9375\u7926\u7522\u7684\u62c9\u92f8\u6230\uff0c\u9060\u672a\u5230\u7d42\u5c40\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e2d\u570b\u5546\u52d9\u90e8\u9031\u4e00\u5ba3\u4f48\u5c07 10 \u5bb6\u7f8e\u570b\u5be6\u9ad4\u5217\u5165\u51fa\u53e3\u7ba1\u5236\u6e05\u55ae\uff0c\u5176\u4e2d\u5305\u62ec MP Materials\uff08NYSE: MP\uff09 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":545113,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431,2197],"tags":[801,2242,895,928],"class_list":["post-645291","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","category-2197","tag-801","tag-2242","tag-895","tag--zh-hant","sectors-mining-zh-hant","locations-china-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/645291","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=645291"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/645291\/revisions"}],"predecessor-version":[{"id":645294,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/645291\/revisions\/645294"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/545113"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=645291"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=645291"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=645291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}