Key Points The U.S. and China seem closer to reaching an agreement with China's imposition of rare earth export controls. USA Rare Earth is developing a rare earth magnet production facility in Oklahoma. The stock's pullback provides a good buying opportunity for those comfortable with a speculative investment. 10 stocks we like better than USA Rare Earth › After closing at more than $31 last Monday, shares of rare earth stock USA Rare Earth (NASDAQ: USAR) closed lower on each subsequent day of t ...

Key Points U.S. and Chinese negotiators have struck a framework agreement to end the trade war and permit rare earth exports to the U.S. MP Materials has received U.S. government support to mine and refine rare earths in the U.S. Increased supply of rare earths from China -- and perhaps Malaysia, too -- could undercut MP's profits. 10 stocks we like better than MP Materials › MP Materials (NYSE: MP) stock, arguably the bellwether for the rare earths mining industry in the U.S. today, and a direct ...

行业核心驱动因素 - 中国商务部以国家安全为由扩大含稀土产品的出口许可要求 收紧相关出口限制 [1] - 中国是许多稀土元素的主要生产国 其出口限制可能使其他地区的稀土矿物生产商及其股价受益 [3] - 行业近期表现强劲 因美国政府为保障美国供应渠道和减少对主要生产国中国的依赖 已战略投资数家具有战略意义的公司 [4][7] 公司股价表现 - USA Rare Earth股价飙升15% MP Materials股价上涨近3% [2] - 全球最大锂生产商Albemarle股价跃升5% 领涨标普500指数 Lithium Americas股价上涨2% [2] - 自10月初以来 Lithium Americas股价累计上涨超过40% MP Materials股价上涨近10% Albemarle同期上涨近20% [5] 市场环境与背景 - 矿业公司股价上涨成为美国股市下跌行情中的亮点 主要指数因普遍下跌而走低 联邦政府停摆持续 [3] - 特朗普总统与中国国家主席习近平将于本月晚些时候在韩国举行近一年来的首次会晤 引发市场猜测中国此次行动可能为后续谈判奠定基础 [5]