<p>随着到 2025 年上半年股价上涨 113%，稀土生产商 <strong>MP</strong> <strong>Materials</strong>（MP 46.55%）的确吸引了许多新投资者。但投资者们注意到一个显著的新投资者——山姆大叔。该公司宣布与美国国防部达成了一项新协议，投资者们热情地表达了他们的赞同。</p>
<p>截至东部时间上午 10:31，MP Materials 的股价飙升了 50.6%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ1Njgvc3VycHJpc2VkLWNvbGxlYWd1ZXMtbG9vay1hdC1jb21wdXRlci1zY3JlZW4uanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ1Njgvc3VycHJpc2VkLWNvbGxlYWd1ZXMtbG9vay1hdC1jb21wdXRlci1zY3JlZW4uanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>深入了解新协议的细节</h2>
<p>为了加快国内端到端稀土磁铁供应链的发展，并通过减少对中国及其他国家的依赖来增强国家安全，国防部与 MP Materials 建立了公私合营伙伴关系。</p>
<p>国防部提供了 “数十亿美元的投资和长期承诺”，将帮助该公司在美国开发第二个磁铁制造设施。</p>
<p>根据协议，国防部将购买价值 4 亿美元的新系列优先股，这些优先股可以转换为 MP Materials 的普通股，并附有一项允许国防部收购额外普通股的认股权。</p>
<p>因此，国防部有望成为 MP Materials 股票的最大股东。</p>
<h2>潜在投资者是否应该跟随山姆大叔的脚步？</h2>
<p>与国防部的新协议可能会对 MP Materials 产生变革性的影响，市场的热情是可以理解的。然而，考虑到自年初以来股价的显著上涨，那些希望增持该矿业股票的投资者可能想等市场热情减退后再入场。</p>

<p>MP Materials 的股票在与美国国防部达成新协议后飙升了 50.6%，该协议旨在开发国内稀土磁铁供应链。国防部正在投资一个数十亿美元的计划，其中包括 4 亿美元的优先股购买，这些优先股可转换为普通股，使其成为最大股东。这一合作被视为减少对外国稀土来源依赖的重要一步，激发了投资者的热情。然而，潜在投资者可能会考虑在市场回调后再购买该股票</p>

<p>With shares climbing 113% through the first half of 2025, there are certainly a lot of new investors in rare earths producer <strong>MP</strong> <strong>Materials</strong>(MP 46.55%). But investors are sitting up and taking notice of a notable new investor -- Uncle Sam. The company announced a new deal with the United States Department of Defense, and investors are enthusiastically expressing their approval.</p>
<div class="lb-trans"><p>随着到 2025 年上半年股价上涨 113%，稀土生产商 <strong>MP</strong> <strong>Materials</strong>（MP 46.55%）的确吸引了许多新投资者。但投资者们注意到一个显著的新投资者——山姆大叔。该公司宣布与美国国防部达成了一项新协议，投资者们热情地表达了他们的赞同。</p>
</div><p>As of 10:31 a.m. ET, shares of MP Materials have skyrocketed 50.6% higher.</p>
<div class="lb-trans"><p>截至东部时间上午 10:31，MP Materials 的股价飙升了 50.6%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ1Njgvc3VycHJpc2VkLWNvbGxlYWd1ZXMtbG9vay1hdC1jb21wdXRlci1zY3JlZW4uanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F824568%2Fsurprised-colleagues-look-at-computer-screen.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Digging into the deets of the new deal</h2>
<div class="lb-trans"><h2>深入了解新协议的细节</h2>
</div><p>In an effort to expedite the development of the domestic end-to-end rare earth magnet supply chain -- and shore up the nation's security by reducing its dependence on China and others for rare earths -- the Department of Defense has entered into a public-private partnership with MP Materials.</p>
<div class="lb-trans"><p>为了加快国内端到端稀土磁铁供应链的发展，并通过减少对中国及其他国家的依赖来增强国家安全，国防部与 MP Materials 建立了公私合营伙伴关系。</p>
</div><p>The Department of Defense is providing &#34;a multibillion-dollar package of investments and long-term commitments&#34; that will assist the company in developing a second magnet manufacturing facility in the U.S.</p>
<div class="lb-trans"><p>国防部提供了 “数十亿美元的投资和长期承诺”，将帮助该公司在美国开发第二个磁铁制造设施。</p>
</div><p>According to the agreement, the Department of Defense will purchase $400 million of a newly created series of preferred stock that's convertible into shares of the MP Materials common stock as well as a warrant permitting the Department of Defense to acquire additional shares of common stock.</p>
<div class="lb-trans"><p>根据协议，国防部将购买价值 4 亿美元的新系列优先股，这些优先股可以转换为 MP Materials 的普通股，并附有一项允许国防部收购额外普通股的认股权。</p>
</div><p>As a result of the agreement, the Department of Defense is poised to become the largest shareholder of MP Materials stock.</p>
<div class="lb-trans"><p>因此，国防部有望成为 MP Materials 股票的最大股东。</p>
</div><h2>Should potential investors follow Uncle Sam's lead?</h2>
<div class="lb-trans"><h2>潜在投资者是否应该跟随山姆大叔的脚步？</h2>
</div><p>The new deal with the Department of Defense may very well turn out to be transformational for MP Materials, and the market's enthusiasm is understandable. With the stock's impressive rise since the start of the year, however, those looking to load up on the mining stock may want to wait for a pullback as the market's exuberance tapers off.</p>
<div class="lb-trans"><p>与国防部的新协议可能会对 MP Materials 产生变革性的影响，市场的热情是可以理解的。然而，考虑到自年初以来股价的显著上涨，那些希望增持该矿业股票的投资者可能想等市场热情减退后再入场。</p>
</div>

为什么 MP Materials 的股票今天大幅上涨