高盛首予MP Materials(MP.US)“买入”评级看好其垂直整合战略将释放巨大利润空间

智通财经11-20

智通财经APP获悉，MP Materials(MP.US)股价周三收盘大涨8.61%，此前高盛首次覆盖并给予"买入"评级及77美元目标价。该行分析师布莱恩·李指出，该公司有望通过垂直整合成为北美最大稀土磁体供应商，在制造商寻求供应链多元化的背景下，从控制全球90%-95%稀土精炼及磁体生产的中国企业手中夺取份额。MP Materials的核心业务为钕镨氧化物，这是制造电子产品、电动汽车和国防系统...

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高盛首予MP Materials(MP.US)“买入”评级 看好其垂直整合战略将释放巨大利润空间

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高盛首予MP Materials(MP.US)“买入”评级看好其垂直整合战略将释放巨大利润空间