BMO：MP Materials(MP.US)为“美国稀土业冠军”，上调评级至“跑赢大盘”

智通财经2025-11-25

智通财经APP获悉，BMO将MP Materials(MP.US)评级从“与市场一致”上调至“跑赢大盘”，并给予目标价75美元。BMO称赞其与美国国防部达成的具有里程碑意义的协议，其中包括价格下限、融资、有保障的EBITDA和承购量，称这“巩固了MP Materials在美国稀土领域的领军地位”。BMO分析师Raj Ray写道，在中国暂时解除稀土出口限制后，稀土价格有所回落，但美国稀土供应链的...

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