Needham唱多美国稀土双雄!MP Materials(MP.US)、USA Rare Earth(USAR.US)应声走高

智通财经06-02

智通财经APP获悉，投行Needham首次覆盖MP Materials(MP.US)与USA Rare Earth(USAR.US)，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%，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“...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2640963990?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-06-02 14:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2640963990","market":"fut","top_or_hot":-1,"title":"Needham唱多美国稀土双雄!MP Materials(MP.US)、USA Rare Earth(USAR.US)应声走高","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，投行Needham首次覆盖MP Materials(MP.US)与USA Rare Earth(USAR.US)，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%，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“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1449001.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Needham唱多美国稀土双雄!MP Materials(MP.US)、USA Rare Earth(USAR.US)应声走高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNeedham唱多美国稀土双雄!MP Materials(MP.US)、USA Rare Earth(USAR.US)应声走高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-02 14:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1449001.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，投行Needham首次覆盖MP Materials(MP.US)与USA Rare Earth(USAR.US)，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%，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“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1449001.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"USGG","symbol_name":"Leverage Shares 2X Long USAR Daily ETF","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1449001.html","article_id":"2640963990","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2640963990","pubTimestamp":1780382576,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，投行Needham首次覆盖MP Materials与USA Rare Earth，予“买入”评级，目标价分别为81美元和39美元。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。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"USGG":"Leverage Shares 2X Long USAR Daily ETF","BK4588":"碎股","MPG":"2倍做多MP ETF-Leverage Shares","BK4168":"多种金属与采矿","MP":"MP Materials Corp.","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","USAR":"USA Rare Earth Inc.","USAX":"Tradr 2x Long USAR Daily ETF","MPL":"Defiance Daily Target 2X Long MP ETF","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念"},"translate_title":"Needham Sings More American Rare Earth Duo! MP Materials (MP.US), USA Rare Earth (USAR.US) Heightened in response","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USAX":0.6,"MP":1.97,"MPG":0.6,"MPL":0.6,"USGG":0.6,"USAR":1.96},"content_text":"智通财经APP获悉，投行Needham首次覆盖MP Materials(MP.US)与USA Rare Earth(USAR.US)，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%，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。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。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。”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。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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2640963990","isCrawlerRequest":true}