<p>今天市场开盘表现不一，<strong>标准普尔 500 指数</strong> 小幅上涨，而 <strong>道琼斯工业平均指数</strong> 则小幅下跌。然而，市场对稀土生产商 <strong>MP Materials</strong>（MP 26.57%）股票的热情似乎要明显得多。该公司宣布与 <strong>苹果</strong> 达成稀土磁铁的合作伙伴关系，推动多头大量买入股票。</p>
<p>截至美国东部时间上午 10:13，MP Materials 的股票上涨了 20.1%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjUxMTAvZnJpZW5kcy1jZWxlYnJhdGluZy1pbi1hLWxpdmluZy1yb29tLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjUxMTAvZnJpZW5kcy1jZWxlYnJhdGluZy1pbi1hLWxpdmluZy1yb29tLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>这些公司之间的吸引力因稀土磁铁交易而更为强烈</h2>
<p>在持续近五年的关系基础上，MP Materials 宣布与苹果签署了一项长期承诺——一项价值 5 亿美元的合作伙伴关系——为这家科技公司提供在德克萨斯州开发的稀土磁铁生产设施中生产的磁铁。MP Materials 将从其位于加利福尼亚的生产设施中回收稀土原料来生产磁铁。这些原料将来自于工业后和使用寿命结束的磁铁，标志着两家公司在创建可持续的国内供应链方面的重要里程碑。</p>
<p>此外，两家公司将合作加速与磁铁生产和使用寿命结束回收相关的技术创新。</p>
<p>MP Materials 预计稀土磁铁的发货将在 2027 年开始。</p>
<p>在过去五年中，两家公司探索了苹果可以在其产品中使用的稀土磁铁的先进回收技术。</p>
<p>稀土磁铁是苹果生产的各种产品（如智能手机、计算机、可穿戴设备和其他电子产品）中使用的关键材料。</p>
<h2>投资者在这项磁铁交易后是否应该更关注 MP Materials 的股票？</h2>
<p>在 2025 年上半年，市场对 MP Materials 的需求强劲，并在下半年仍然保持强劲。在国防部和苹果的支持下，MP Materials 股票的风险大大降低，但投资者仍应深入研究该公司，以确定投资是否适合他们。</p>

<p>MP Materials 的股价在宣布与苹果达成 5 亿美元合作伙伴关系后飙升 20.1%。这一长期承诺扩展了双方五年的合作关系，涉及在 MP 位于加利福尼亚的设施中从回收材料中采购磁铁，以供苹果产品使用。预计货物将在 2027 年开始发货，这标志着朝着可持续供应链迈出了重要一步。此次合作旨在提升磁铁生产和回收技术的创新，降低 MP Materials 在强劲市场兴趣下的投资风险</p>

<p>The market opened mixed today with the <strong>S&amp;P 500</strong> inching higher and the <strong>Dow Jones Industrial Average</strong> nudging lower. One thing that seems a lot less mixed, however, is the market's enthusiasm for rare-earths producer <strong>MP Materials</strong>(MP 26.57%) stock. The company announced a partnership with <strong>Apple</strong> with respect to rare-earth magnets, driving the bulls to load up on shares.</p>
<div class="lb-trans"><p>今天市场开盘表现不一，<strong>标准普尔 500 指数</strong> 小幅上涨，而 <strong>道琼斯工业平均指数</strong> 则小幅下跌。然而，市场对稀土生产商 <strong>MP Materials</strong>（MP 26.57%）股票的热情似乎要明显得多。该公司宣布与 <strong>苹果</strong> 达成稀土磁铁的合作伙伴关系，推动多头大量买入股票。</p>
</div><p>As of 10:13 a.m. ET, shares of MP Materials are up 20.1%.</p>
<div class="lb-trans"><p>截至美国东部时间上午 10:13，MP Materials 的股票上涨了 20.1%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjUxMTAvZnJpZW5kcy1jZWxlYnJhdGluZy1pbi1hLWxpdmluZy1yb29tLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F825110%2Ffriends-celebrating-in-a-living-room.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>The attraction these companies have for each other is even stronger due to a rare-earth magnet deal</h2>
<div class="lb-trans"><h2>这些公司之间的吸引力因稀土磁铁交易而更为强烈</h2>
</div><p>Expanding a relationship that has lasted for nearly five years, MP Materials announced that it signed a long-term commitment with Apple -- a $500 million partnership -- to supply the tech company with magnets produced at a rare-earth magnet production facility that it's developing in Texas. MP Materials will source the magnets with recycled rare-earth feedstock from its production facility in California. The feedstock will be sourced from post-industrial and end-of-life magnets, marking a major milestone in both companies' long-standing efforts to create sustainable, domestic supply chains.</p>
<div class="lb-trans"><p>在持续近五年的关系基础上，MP Materials 宣布与苹果签署了一项长期承诺——一项价值 5 亿美元的合作伙伴关系——为这家科技公司提供在德克萨斯州开发的稀土磁铁生产设施中生产的磁铁。MP Materials 将从其位于加利福尼亚的生产设施中回收稀土原料来生产磁铁。这些原料将来自于工业后和使用寿命结束的磁铁，标志着两家公司在创建可持续的国内供应链方面的重要里程碑。</p>
</div><p>In addition, the two companies will partner to expedite innovation in technologies related to both magnet production and end-of-life recovery.</p>
<div class="lb-trans"><p>此外，两家公司将合作加速与磁铁生产和使用寿命结束回收相关的技术创新。</p>
</div><p>MP Materials expects shipments of rare-earth magnets to start in 2027.</p>
<div class="lb-trans"><p>MP Materials 预计稀土磁铁的发货将在 2027 年开始。</p>
</div><p>Over the past five years, the two companies have explored advanced recycling technology of rare-earth magnets that Apple could use in its products.</p>
<div class="lb-trans"><p>在过去五年中，两家公司探索了苹果可以在其产品中使用的稀土磁铁的先进回收技术。</p>
</div><p>Rare-earth magnets are critical materials used in components that are found in various products that Apple produces like smartphones, computers, wearables, and other electronics.</p>
<div class="lb-trans"><p>稀土磁铁是苹果生产的各种产品（如智能手机、计算机、可穿戴设备和其他电子产品）中使用的关键材料。</p>
</div><h2>Should investors be drawn closer to MP Materials stock after this magnet deal?</h2>
<div class="lb-trans"><h2>投资者在这项磁铁交易后是否应该更关注 MP Materials 的股票？</h2>
</div><p>The market's appetite for MP Materials was strong in the first half of 2025, and it remains strong into the second half of the year. With the support of the Department of Defense and now Apple, a lot of risk has been removed with MP Materials stock, but investors should continue to dig deeper into the company to see if an investment is right for them.</p>
<div class="lb-trans"><p>在 2025 年上半年，市场对 MP Materials 的需求强劲，并在下半年仍然保持强劲。在国防部和苹果的支持下，MP Materials 股票的风险大大降低，但投资者仍应深入研究该公司，以确定投资是否适合他们。</p>
</div>

为什么 MP Materials 的股票今天大幅上涨