<p>如果你早期投资了 <strong>MP Materials</strong>(MP 8.69%)，那么在过去三个月里，你获得了丰厚的回报，这段时间内该股票上涨了惊人的 130%。大部分涨幅是在该稀土金属生产商获得重大融资消息后出现的，该公司仍处于发展的早期阶段。</p>
<p>在如此快速而剧烈的价格上涨下，有充分的理由考虑通过出售来锁定利润。但如果你是长期投资者，同样有充分的理由继续持有该股票。</p>
<h2>MP Materials 是做什么的？</h2>
<p>MP Materials 开采和加工稀土金属。这些金属对现代科技至关重要，使你口袋里的手机能够工作，也让保卫你国家的导弹能够飞行。它们对日常生活和国家需要自我防卫时都非常重要。拥有可靠的稀土金属供应至关重要。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM0MzYvMjNfMTFfMDgtYS1wZXJzb24taG9sZGluZy1hLXBpZ2d5LWJhbmstd2l0aC1hLXRoaW5raW5nLW9yLXF1ZXN0aW9uaW5nLWV4cHJlc3Npb24tb24tdGhlaXItZmFjZS1fbWYtZGxvYWQtMTIwMXg4MDAtNWIyZGY3OS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM0MzYvMjNfMTFfMDgtYS1wZXJzb24taG9sZGluZy1hLXBpZ2d5LWJhbmstd2l0aC1hLXRoaW5raW5nLW9yLXF1ZXN0aW9uaW5nLWV4cHJlc3Npb24tb24tdGhlaXItZmFjZS1fbWYtZGxvYWQtMTIwMXg4MDAtNWIyZGY3OS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<p>这是一个问题，因为中国是世界上最大的稀土金属供应商。在与其他国家打交道时，它毫不犹豫地利用这一事实。例如，在最近的关税紧张局势中，中国选择对稀土金属施加限制。这并不是第一次发生这种情况。这让科技公司和整个国家都对稀土金属供应的安全性感到担忧。</p>
<p>MP Materials 业务中最显著的特点可能是其地理位置。该公司主要在美国运营，位于一个经济和金融稳定的地区。因此，它应该是客户可靠的供应商。至少，它提供了一个次要的稀土金属来源，应该能够避免在一个以这些材料作为谈判筹码的国家运营所带来的复杂性。</p>
<h2>为什么你应该持有 MP Materials</h2>
<p>围绕 MP Materials 的所有近期兴奋实际上始于美国政府对该公司的大额投资。紧接着与 <strong>Apple</strong> 签署了供应协议。这两笔交易的价格上涨导致 MP Materials 股票的公开发行，需求如此旺盛，以至于发行规模被扩大。总的来说，该公司筹集了约 15 亿美元。</p>
<p>问题是，这笔钱中的大部分将用于支持 MP Materials 业务增长所需的资本投资。此时，它仍然是一个亏损的初创公司。它面临着巨大的机会，但这个机会可能需要数年才能发展。融资事件的价格上涨已经反映了许多尚未发生的好消息。</p>
<p>这就是为什么希望快速获利的投资者可能想要出售该股票。然而，如果你考虑的是几十年而不是几天，那么 MP Materials 将提供一个长期增长的机会。正如前面提到的，这个机会将随着时间的推移而显现，因为建立 MP Materials 希望最终运营的那种采矿和加工业务需要时间。</p>
<p>所有新资本的真正好处体现在资产负债表上。但大多数成长型投资者可能会关注收益表，而收益表在短期内几乎不会有任何好处。MP Materials 现在拥有了推动其业务向前发展的现金，因为它希望利用对稀土金属的长期需求。考虑到目前只有一个主要供应商，它在未来几年投资运营时有充足的机会来获取市场份额。</p>
<h2>短期与长期</h2>
<p>你是否想要持有或出售 MP Materials 股票可能取决于你的时间框架。该股票在短时间内上涨了很多，但一旦公司建立起其业务，长期机会可能非常大。这个过程可能需要数年，而快速的股票上涨已经反映了至少部分机会。</p>
<p>但看起来这里还有更多的机会，因为世界正在寻求多样化其稀土金属供应。只是这个机会不会在三个月内显现；它将在数年甚至数十年内逐渐显现。这是一个继续持有 MP Materials 股票的好理由，但前提是你是一个长期投资者。</p>

苹果

<p>MP Materials 的股票在三个月内飙升了 130%，这主要得益于重要的融资消息和与苹果的供应协议。虽然短期投资者可能会考虑出售以锁定利润，但长期投资者被鼓励持有，因为该公司在稀土金属市场的潜力巨大。尽管目前仍是一个亏损的初创公司，但 MP Materials 在美国的运营稳定，并且获得了新的增长资金，能够很好地把握对稀土金属日益增长的需求。长期增长机会非常可观，但完全实现将需要数年时间</p>

<p>If you made an early bet on <strong>MP Materials</strong>(MP 8.69%), it has paid off handsomely over the past three months, a time period in which the stock rose a huge 130%. Most of that gain came following big funding news for the rare earth metals producer, which is still in the early stages of its development.</p>
<div class="lb-trans"><p>如果你早期投资了 <strong>MP Materials</strong>(MP 8.69%)，那么在过去三个月里，你获得了丰厚的回报，这段时间内该股票上涨了惊人的 130%。大部分涨幅是在该稀土金属生产商获得重大融资消息后出现的，该公司仍处于发展的早期阶段。</p>
</div><p>With such a quick and dramatic price advance, there's a good reason to consider locking in profits with a sale. But if you are a long-term investor, there's an equally good reason to hold on to the stock.</p>
<div class="lb-trans"><p>在如此快速而剧烈的价格上涨下，有充分的理由考虑通过出售来锁定利润。但如果你是长期投资者，同样有充分的理由继续持有该股票。</p>
</div><h2>What does MP Materials do?</h2>
<div class="lb-trans"><h2>MP Materials 是做什么的？</h2>
</div><p>MP Materials mines for and processes rare earth metals. These metals are vital to modern technology, making the cellphones in your pocket work and the missiles that defend your country fly. They are important for everyday life and for those episodes when a nation needs to defend itself. Having a reliable supply of rare earth metals is vital.</p>
<div class="lb-trans"><p>MP Materials 开采和加工稀土金属。这些金属对现代科技至关重要，使你口袋里的手机能够工作，也让保卫你国家的导弹能够飞行。它们对日常生活和国家需要自我防卫时都非常重要。拥有可靠的稀土金属供应至关重要。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzM0MzYvMjNfMTFfMDgtYS1wZXJzb24taG9sZGluZy1hLXBpZ2d5LWJhbmstd2l0aC1hLXRoaW5raW5nLW9yLXF1ZXN0aW9uaW5nLWV4cHJlc3Npb24tb24tdGhlaXItZmFjZS1fbWYtZGxvYWQtMTIwMXg4MDAtNWIyZGY3OS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F833436%2F23_11_08-a-person-holding-a-piggy-bank-with-a-thinking-or-questioning-expression-on-their-face-_mf-dload-1201x800-5b2df79.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><p>This is a problem because China is the world's largest provider of rare earth metals. It has had no qualms leveraging this fact when it deals with other nations. For example, during the recent tensions over tariffs, China has chosen to put limits on rare earth metals. It is not the first time this has happened. That has tech companies and entire countries worried about the safety of their rare earth metals supply.</p>
<div class="lb-trans"><p>这是一个问题，因为中国是世界上最大的稀土金属供应商。在与其他国家打交道时，它毫不犹豫地利用这一事实。例如，在最近的关税紧张局势中，中国选择对稀土金属施加限制。这并不是第一次发生这种情况。这让科技公司和整个国家都对稀土金属供应的安全性感到担忧。</p>
</div><p>Perhaps the most notable thing about MP Materials' business is where it is located. Operating largely in the United States, it is in an economically and financially stable region of the world. And as such, it should be a reliable provider to its customers. At the very least, it offers a secondary source of rare earth metals that should avoid the complications of being operated within a country known for using these materials as a bargaining chip.</p>
<div class="lb-trans"><p>MP Materials 业务中最显著的特点可能是其地理位置。该公司主要在美国运营，位于一个经济和金融稳定的地区。因此，它应该是客户可靠的供应商。至少，它提供了一个次要的稀土金属来源，应该能够避免在一个以这些材料作为谈判筹码的国家运营所带来的复杂性。</p>
</div><h2>Why you should hold MP Materials</h2>
<div class="lb-trans"><h2>为什么你应该持有 MP Materials</h2>
</div><p>All of the recent excitement around MP Materials really started when the U.S. government made a large investment in the business. That was quickly followed up with a supply agreement with <strong>Apple</strong>. And the price advance from these two deals led to the public sale of MP Materials stock, which was in such demand that the sale was upsized. All in all, the company raised around $1.5 billion.</p>
<div class="lb-trans"><p>围绕 MP Materials 的所有近期兴奋实际上始于美国政府对该公司的大额投资。紧接着与 <strong>Apple</strong> 签署了供应协议。这两笔交易的价格上涨导致 MP Materials 股票的公开发行，需求如此旺盛，以至于发行规模被扩大。总的来说，该公司筹集了约 15 亿美元。</p>
</div><p>The problem is that much of this money is going to go toward the capital investments needed to grow MP Materials' business. It is, at this point, still a money-losing start-up. It has a huge opportunity ahead, but that opportunity is likely to take years to develop. The price increase on the funding events is pricing in a lot of good news that simply has yet to transpire.</p>
<div class="lb-trans"><p>问题是，这笔钱中的大部分将用于支持 MP Materials 业务增长所需的资本投资。此时，它仍然是一个亏损的初创公司。它面临着巨大的机会，但这个机会可能需要数年才能发展。融资事件的价格上涨已经反映了许多尚未发生的好消息。</p>
</div><p>That's why investors who were hoping for quick gains might want to sell the stock. However, if you think in decades and not days, there's a long-term growth opportunity with MP Materials. And that opportunity, as noted, will play out over time because it simply takes time to build the type of mining and processing business that MP Materials is hoping to eventually operate.</p>
<div class="lb-trans"><p>这就是为什么希望快速获利的投资者可能想要出售该股票。然而，如果你考虑的是几十年而不是几天，那么 MP Materials 将提供一个长期增长的机会。正如前面提到的，这个机会将随着时间的推移而显现，因为建立 MP Materials 希望最终运营的那种采矿和加工业务需要时间。</p>
</div><p>The real benefit of all of the fresh capital is on the balance sheet. But most growth investors are likely to focus on the income statement, which will see little near-term benefit. What MP Materials now has is the cash it needs to keep moving its business forward as it looks to take advantage of the long-term demand that exists for rare earth metals. And given that there's really only one major supplier today, it has ample opportunity to take market share as it invests in its operations in the years ahead.</p>
<div class="lb-trans"><p>所有新资本的真正好处体现在资产负债表上。但大多数成长型投资者可能会关注收益表，而收益表在短期内几乎不会有任何好处。MP Materials 现在拥有了推动其业务向前发展的现金，因为它希望利用对稀土金属的长期需求。考虑到目前只有一个主要供应商，它在未来几年投资运营时有充足的机会来获取市场份额。</p>
</div><h2>Short-term versus long-term</h2>
<div class="lb-trans"><h2>短期与长期</h2>
</div><p>Whether or not you want to hold on to or sell MP Materials stock is likely to depend on your time frame. The stock is up a lot in a short period of time, but the long-term opportunity could be very large once the company has built out its business. That process will probably take years, and the swift stock advance has priced in at least some of the opportunity.</p>
<div class="lb-trans"><p>你是否想要持有或出售 MP Materials 股票可能取决于你的时间框架。该股票在短时间内上涨了很多，但一旦公司建立起其业务，长期机会可能非常大。这个过程可能需要数年，而快速的股票上涨已经反映了至少部分机会。</p>
</div><p>But it seems highly probable that there's a lot more opportunity here as the world looks to diversify its rare earth metals supply. Only that opportunity won't take shape over three months; it will play out over years and perhaps even decades. And that's a good reason to keep holding onto MP Materials stock, but only if you are a long-term investor.</p>
<div class="lb-trans"><p>但看起来这里还有更多的机会，因为世界正在寻求多样化其稀土金属供应。只是这个机会不会在三个月内显现；它将在数年甚至数十年内逐渐显现。这是一个继续持有 MP Materials 股票的好理由，但前提是你是一个长期投资者。</p>
</div>

1 Reason to Hold on to MP Materials Stock Right Now

- MP Materials 股票在过去三个月上涨了 130%。  
- 该公司专注于稀土金属的开采与加工，面临中国供应限制的挑战。  
- 长期投资者可考虑持有，因其未来增长潜力巨大。  

当前持有 MP Materials 股票的一个原因