<p><strong>MP Materials</strong>(MP 23.17%) 的股票在周一上午 9:55（东部时间）飙升了 18.7%，原因是中国威胁要限制稀土出口到美国，这使得发展国内稀土开采和精炼产业变得比以往任何时候都更加紧迫。</p>
<p>特朗普总统试图向投资者保证，中国并不认真对待其稀土威胁，并表示一切 “都会好起来的”。但以防万一，投资者正在抬高 MP 及类似初创公司的股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc1MTkvY2hpbmEtZmxhZy1vbi1hLXJlZC1zZW1pY29uZHVjdG9yLWNoaXAuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc1MTkvY2hpbmEtZmxhZy1vbi1hLXJlZC1zZW1pY29uZHVjdG9yLWNoaXAuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>坏消息是好消息</h2>
<p>股市投资者并不是唯一对贸易战是否会以美好结局收场感到不确定的人。无论中国是否会收紧稀土出口，美国国防部希望为最坏的情况做好准备，并正在建立一个价值 10 亿美元的关键矿物储备，正如《金融时报》报道的那样。</p>
<p>投资银行 <strong>摩根大通</strong> 也可能会进入稀土领域。在周一的评论中，首席执行官杰米·戴蒙表示，“显然，美国已经过于依赖不可靠的关键矿物、产品和制造来源，而这些对我们的国家安全至关重要。” 为了帮助解决这个问题（并赚取一些利润），摩根大通计划在未来十年内在几个关键领域投资 100 亿美元。</p>
<p>这些领域包括国防和航空航天、人工智能和量子计算、能源技术，以及供应链和先进制造。</p>
<h2>MP Materials 股票值得购买吗？</h2>
<p>许多其他领域所需的稀土也属于 “供应链” 领域，这给摩根大通提供了两个投资稀土的绝佳理由。虽然我承认我对 MP Materials 股票的估值并不感到兴奋——接近 140 倍的预期收益——但显然，戴蒙的信心投票可能会推动该股票上涨。</p>

<p>MP Materials 的股票在中国威胁限制稀土出口到美国后飙升了 18.7%，突显了国内采矿和精炼的紧迫性。尽管特朗普总统给予了保证，投资者对 MP 及类似公司持乐观态度。美国国防部正在通过建立 10 亿美元的关键矿物储备来为潜在的出口限制做准备。摩根大通计划在包括稀土在内的关键领域投资 100 亿美元，以减少对外国来源的依赖，这可能对 MP Materials 的股票估值产生积极影响</p>

<p><strong>MP Materials</strong>(MP 23.17%) stock soared 18.7% through 9:55 a.m. ET Monday after China threatened to throttle rare-earth exports to the United States -- making developing a domestic rare-earth mining and refining industry more urgent than ever.</p>
<div class="lb-trans"><p><strong>MP Materials</strong>(MP 23.17%) 的股票在周一上午 9:55（东部时间）飙升了 18.7%，原因是中国威胁要限制稀土出口到美国，这使得发展国内稀土开采和精炼产业变得比以往任何时候都更加紧迫。</p>
</div><p>President Donald Trump tried to reassure investors that China isn't serious about its rare-earth threats, and that everything &#34;will all be fine.&#34; But just in case it isn't, investors are bidding up shares of MP and similar start-ups.</p>
<div class="lb-trans"><p>特朗普总统试图向投资者保证，中国并不认真对待其稀土威胁，并表示一切 “都会好起来的”。但以防万一，投资者正在抬高 MP 及类似初创公司的股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc1MTkvY2hpbmEtZmxhZy1vbi1hLXJlZC1zZW1pY29uZHVjdG9yLWNoaXAuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F837519%2Fchina-flag-on-a-red-semiconductor-chip.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>Bad news is good news</h2>
<div class="lb-trans"><h2>坏消息是好消息</h2>
</div><p>Stock market investors aren't the only ones uncertain the trade war will end in unicorns and rainbows. Whether or not China tightens the screws on rare-earth exports, the U.S. Defense Department wants to be prepared for the worst, and is building a $1 billion stockpile of critical minerals, as London's <em>Financial Times</em> reports.</p>
<div class="lb-trans"><p>股市投资者并不是唯一对贸易战是否会以美好结局收场感到不确定的人。无论中国是否会收紧稀土出口，美国国防部希望为最坏的情况做好准备，并正在建立一个价值 10 亿美元的关键矿物储备，正如《金融时报》报道的那样。</p>
</div><p>Investment bank <strong>JPMorgan Chase</strong> may be getting into the rare-earths game as well. In comments Monday, CEO Jamie Dimon said it's &#34;painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals, products and manufacturing -- all of which are essential for our national security.&#34; To help fix this (and earn some profit), JPMorgan aims to invest $10 billion over the next decade in several critical sectors.</p>
<div class="lb-trans"><p>投资银行 <strong>摩根大通</strong> 也可能会进入稀土领域。在周一的评论中，首席执行官杰米·戴蒙表示，“显然，美国已经过于依赖不可靠的关键矿物、产品和制造来源，而这些对我们的国家安全至关重要。” 为了帮助解决这个问题（并赚取一些利润），摩根大通计划在未来十年内在几个关键领域投资 100 亿美元。</p>
</div><p>These include defense and aerospace, artificial intelligence and quantum computing, energy technology, and supply chain and advanced manufacturing.</p>
<div class="lb-trans"><p>这些领域包括国防和航空航天、人工智能和量子计算、能源技术，以及供应链和先进制造。</p>
</div><h2>Is MP Materials stock a buy?</h2>
<div class="lb-trans"><h2>MP Materials 股票值得购买吗？</h2>
</div><p>Rare earths necessary for many of the other sectors also fall under the &#34;supply chain&#34; sector, giving JP two great reasons to invest in rare earths. While I admit I'm not thrilled with the valuation on MP Materials stock -- nearly 140 times forward earnings -- it's pretty clear how a vote of confidence from Dimon could help to drive this stock higher.</p>
<div class="lb-trans"><p>许多其他领域所需的稀土也属于 “供应链” 领域，这给摩根大通提供了两个投资稀土的绝佳理由。虽然我承认我对 MP Materials 股票的估值并不感到兴奋——接近 140 倍的预期收益——但显然，戴蒙的信心投票可能会推动该股票上涨。</p>
</div>

为什么 MP Materials 的股票突然大幅上涨