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Wedbush表示，在获得美国政府支持和多年期合同后，MP Materials已成为一家稳定的资产公司。

-- Wedbush周一发布的一份报告指出，MP Materials (MP) 已从受中国价格波动影响的投机性大宗商品投资，转变为一家拥有美国政府支持的稳定资产，具备下行风险保护机制，并签订了未来几年需求增长的合同。 Wedbush分析师表示，凭借其在加州拥有的Mountain Pass矿，该公司已成为美国的“稀土国家冠军”。 分析师指出，鉴于中国控制着全球约60%的稀土矿开采和90%的下游加工及磁体制造，在中美两大超级大国关系紧张的背景下，确保关键稀土材料的供应独立性已成为重中之重。 报告称，美国政府的支持，包括国防部提供的4亿美元股权投资、对氧化钕镨的10年价格下限保障以及磁体采购保证，预计将保护MP Materials免受价格暴跌和中国供应过剩风险的影响。 除了该机构之外，苹果公司 (AAPL) 和通用汽车公司 (GM) 也将带来稳定的订单来源，其位于德克萨斯州诺斯莱克的工厂预计将于 2028 年投产。 分析师表示，这些因素使得 MP Materials 成为一项“风险极低”的投资机会。 Wedbush 首次对该公司股票进行评级，给予“跑赢大盘”评级，目标价为 90 美元。

Price: $64.08, Change: $+3.09, Percent Change: +5.07%

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Wedbush表示，在获得美国政府支持和多年期合同后，MP Materials已成为一家稳定的资产公司。 | FINWIRES