<p>隨着到 2025 年上半年股價上漲 113%，稀土生產商 <strong>MP</strong> <strong>Materials</strong>（MP 46.55%）的確吸引了許多新投資者。但投資者們注意到一個顯著的新投資者——山姆大叔。該公司宣佈與美國國防部達成了一項新協議，投資者們熱情地表達了他們的贊同。</p>
<p>截至東部時間上午 10:31，MP Materials 的股價飆升了 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>圖片來源：Getty Images。</p>
<h2>深入瞭解新協議的細節</h2>
<p>為了加快國內端到端稀土磁鐵供應鏈的發展，並通過減少對中國及其他國家的依賴來增強國家安全，國防部與 MP Materials 建立了公私合營夥伴關係。</p>
<p>國防部提供了 “數十億美元的投資和長期承諾”，將幫助該公司在美國開發第二個磁鐵製造設施。</p>
<p>根據協議，國防部將購買價值 4 億美元的新系列優先股，這些優先股可以轉換為 MP Materials 的普通股，並附有一項允許國防部收購額外普通股的認股權。</p>
<p>因此，國防部有望成為 MP Materials 股票的最大股東。</p>
<h2>潛在投資者是否應該跟隨山姆大叔的腳步？</h2>
<p>與國防部的新協議可能會對 MP Materials 產生變革性的影響，市場的熱情是可以理解的。然而，考慮到自年初以來股價的顯著上漲，那些希望增持該礦業股票的投資者可能想等市場熱情減退後再入場。</p>

<p>MP Materials 的股票在與美國國防部達成新協議後飆升了 50.6%，該協議旨在開發國內稀土磁鐵供應鏈。國防部正在投資一個數十億美元的計劃，其中包括 4 億美元的優先股購買，這些優先股可轉換為普通股，使其成為最大股東。這一合作被視為減少對外國稀土來源依賴的重要一步，激發了投資者的熱情。然而，潛在投資者可能會考慮在市場回調後再購買該股票</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>隨着到 2025 年上半年股價上漲 113%，稀土生產商 <strong>MP</strong> <strong>Materials</strong>（MP 46.55%）的確吸引了許多新投資者。但投資者們注意到一個顯著的新投資者——山姆大叔。該公司宣佈與美國國防部達成了一項新協議，投資者們熱情地表達了他們的贊同。</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>截至東部時間上午 10:31，MP Materials 的股價飆升了 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>圖片來源：Getty Images。</p>
</div><h2>Digging into the deets of the new deal</h2>
<div class="lb-trans"><h2>深入瞭解新協議的細節</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>為了加快國內端到端稀土磁鐵供應鏈的發展，並通過減少對中國及其他國家的依賴來增強國家安全，國防部與 MP Materials 建立了公私合營夥伴關係。</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>國防部提供了 “數十億美元的投資和長期承諾”，將幫助該公司在美國開發第二個磁鐵製造設施。</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>根據協議，國防部將購買價值 4 億美元的新系列優先股，這些優先股可以轉換為 MP Materials 的普通股，並附有一項允許國防部收購額外普通股的認股權。</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，國防部有望成為 MP Materials 股票的最大股東。</p>
</div><h2>Should potential investors follow Uncle Sam's lead?</h2>
<div class="lb-trans"><h2>潛在投資者是否應該跟隨山姆大叔的腳步？</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>與國防部的新協議可能會對 MP Materials 產生變革性的影響，市場的熱情是可以理解的。然而，考慮到自年初以來股價的顯著上漲，那些希望增持該礦業股票的投資者可能想等市場熱情減退後再入場。</p>
</div>

為什麼 MP Materials 的股票今天大幅上漲