[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio73132d02":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio73132d02","Needham唱多美国稀土双雄!MP-Materials(MP)、USA-Rare-Earth(USAR)应声走高","\u002Fdoc\u002Fdcio73132d02","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，投行Needham首次覆盖MP Materials(MP)与USA Rare Earth(USAR)，予“买入”评级，目标价分别为81美元和39美元。受此消息提振，这两只稀土概念股周一美股分别收涨7.09%和5.07%，\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">对于MP Materials，Needham分析师Carter Goman认为，作为西半球最大的稀土材料生产商，MP Materials是行业中的“明确领导者”，拥有“先发优势”。他认为，随着全球供应链日益分化，稀土行业正处于一个持续多年的投资周期初期阶段。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师表示，尽管市场已经宣布了大量新增产能计划，但鉴于Mountain Pass矿区的既有运营基础以及公司管理团队的实力，MP Materials实现目标的成功概率在业内处于最高水平之一。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师写道“随着时间进入本十年后半段以及2030年代，市场关注点应重新回到需求增长上，包括更广泛的电动汽车普及、以及未来人形机器人部署规模的不断扩大。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">对于USA Rare Earth，分析师认为，该公司已经在整个产业价值链上构建了独特的资产组合，同时拥有强大的管理团队，这使其有望成为推动稀土永磁体供应链摆脱对中国依赖这一长期趋势中的领先企业。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师表示，随着对Serra Verde的收购预计于第三季度完成、LCM业务整合推进，以及首批磁体产品计划于2026年下半年开始向客户发货，USA Rare Earth“正处于大规模产能爬坡的前夜”。他指出，随着上述项目逐步落地，USA Rare Earth有望在美国打造更加完整的本土稀土及磁体供应链，并从全球供应链重构趋势中受益。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]