<p>如果你早期投資了 <strong>MP Materials</strong>(MP 8.69%)，那麼在過去三個月裏，你獲得了豐厚的回報，這段時間內該股票上漲了驚人的 130%。大部分漲幅是在該稀土金屬生產商獲得重大融資消息後出現的，該公司仍處於發展的早期階段。</p>
<p>在如此快速而劇烈的價格上漲下，有充分的理由考慮通過出售來鎖定利潤。但如果你是長期投資者，同樣有充分的理由繼續持有該股票。</p>
<h2>MP Materials 是做什麼的？</h2>
<p>MP Materials 開採和加工稀土金屬。這些金屬對現代科技至關重要，使你口袋裏的手機能夠工作，也讓保衞你國家的導彈能夠飛行。它們對日常生活和國家需要自我防衞時都非常重要。擁有可靠的稀土金屬供應至關重要。</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>圖片來源：Getty Images。</p>
<p>這是一個問題，因為中國是世界上最大的稀土金屬供應商。在與其他國家打交道時，它毫不猶豫地利用這一事實。例如，在最近的關税緊張局勢中，中國選擇對稀土金屬施加限制。這並不是第一次發生這種情況。這讓科技公司和整個國家都對稀土金屬供應的安全性感到擔憂。</p>
<p>MP Materials 業務中最顯著的特點可能是其地理位置。該公司主要在美國運營，位於一個經濟和金融穩定的地區。因此，它應該是客户可靠的供應商。至少，它提供了一個次要的稀土金屬來源，應該能夠避免在一個以這些材料作為談判籌碼的國家運營所帶來的複雜性。</p>
<h2>為什麼你應該持有 MP Materials</h2>
<p>圍繞 MP Materials 的所有近期興奮實際上始於美國政府對該公司的大額投資。緊接着與 <strong>Apple</strong> 簽署了供應協議。這兩筆交易的價格上漲導致 MP Materials 股票的公開發行，需求如此旺盛，以至於發行規模被擴大。總的來説，該公司籌集了約 15 億美元。</p>
<p>問題是，這筆錢中的大部分將用於支持 MP Materials 業務增長所需的資本投資。此時，它仍然是一個虧損的初創公司。它面臨着巨大的機會，但這個機會可能需要數年才能發展。融資事件的價格上漲已經反映了許多尚未發生的好消息。</p>
<p>這就是為什麼希望快速獲利的投資者可能想要出售該股票。然而，如果你考慮的是幾十年而不是幾天，那麼 MP Materials 將提供一個長期增長的機會。正如前面提到的，這個機會將隨着時間的推移而顯現，因為建立 MP Materials 希望最終運營的那種採礦和加工業務需要時間。</p>
<p>所有新資本的真正好處體現在資產負債表上。但大多數成長型投資者可能會關注收益表，而收益表在短期內幾乎不會有任何好處。MP Materials 現在擁有了推動其業務向前發展的現金，因為它希望利用對稀土金屬的長期需求。考慮到目前只有一個主要供應商，它在未來幾年投資運營時有充足的機會來獲取市場份額。</p>
<h2>短期與長期</h2>
<p>你是否想要持有或出售 MP Materials 股票可能取決於你的時間框架。該股票在短時間內上漲了很多，但一旦公司建立起其業務，長期機會可能非常大。這個過程可能需要數年，而快速的股票上漲已經反映了至少部分機會。</p>
<p>但看起來這裏還有更多的機會，因為世界正在尋求多樣化其稀土金屬供應。只是這個機會不會在三個月內顯現；它將在數年甚至數十年內逐漸顯現。這是一個繼續持有 MP Materials 股票的好理由，但前提是你是一個長期投資者。</p>

蘋果

<p>MP Materials 的股票在三個月內飆升了 130%，這主要得益於重要的融資消息和與蘋果的供應協議。雖然短期投資者可能會考慮出售以鎖定利潤，但長期投資者被鼓勵持有，因為該公司在稀土金屬市場的潛力巨大。儘管目前仍是一個虧損的初創公司，但 MP Materials 在美國的運營穩定，並且獲得了新的增長資金，能夠很好地把握對稀土金屬日益增長的需求。長期增長機會非常可觀，但完全實現將需要數年時間</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>如果你早期投資了 <strong>MP Materials</strong>(MP 8.69%)，那麼在過去三個月裏，你獲得了豐厚的回報，這段時間內該股票上漲了驚人的 130%。大部分漲幅是在該稀土金屬生產商獲得重大融資消息後出現的，該公司仍處於發展的早期階段。</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>在如此快速而劇烈的價格上漲下，有充分的理由考慮通過出售來鎖定利潤。但如果你是長期投資者，同樣有充分的理由繼續持有該股票。</p>
</div><h2>What does MP Materials do?</h2>
<div class="lb-trans"><h2>MP Materials 是做什麼的？</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 開採和加工稀土金屬。這些金屬對現代科技至關重要，使你口袋裏的手機能夠工作，也讓保衞你國家的導彈能夠飛行。它們對日常生活和國家需要自我防衞時都非常重要。擁有可靠的稀土金屬供應至關重要。</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>圖片來源：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>這是一個問題，因為中國是世界上最大的稀土金屬供應商。在與其他國家打交道時，它毫不猶豫地利用這一事實。例如，在最近的關税緊張局勢中，中國選擇對稀土金屬施加限制。這並不是第一次發生這種情況。這讓科技公司和整個國家都對稀土金屬供應的安全性感到擔憂。</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 業務中最顯著的特點可能是其地理位置。該公司主要在美國運營，位於一個經濟和金融穩定的地區。因此，它應該是客户可靠的供應商。至少，它提供了一個次要的稀土金屬來源，應該能夠避免在一個以這些材料作為談判籌碼的國家運營所帶來的複雜性。</p>
</div><h2>Why you should hold MP Materials</h2>
<div class="lb-trans"><h2>為什麼你應該持有 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>圍繞 MP Materials 的所有近期興奮實際上始於美國政府對該公司的大額投資。緊接着與 <strong>Apple</strong> 簽署了供應協議。這兩筆交易的價格上漲導致 MP Materials 股票的公開發行，需求如此旺盛，以至於發行規模被擴大。總的來説，該公司籌集了約 15 億美元。</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>問題是，這筆錢中的大部分將用於支持 MP Materials 業務增長所需的資本投資。此時，它仍然是一個虧損的初創公司。它面臨着巨大的機會，但這個機會可能需要數年才能發展。融資事件的價格上漲已經反映了許多尚未發生的好消息。</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>這就是為什麼希望快速獲利的投資者可能想要出售該股票。然而，如果你考慮的是幾十年而不是幾天，那麼 MP Materials 將提供一個長期增長的機會。正如前面提到的，這個機會將隨着時間的推移而顯現，因為建立 MP Materials 希望最終運營的那種採礦和加工業務需要時間。</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>所有新資本的真正好處體現在資產負債表上。但大多數成長型投資者可能會關注收益表，而收益表在短期內幾乎不會有任何好處。MP Materials 現在擁有了推動其業務向前發展的現金，因為它希望利用對稀土金屬的長期需求。考慮到目前只有一個主要供應商，它在未來幾年投資運營時有充足的機會來獲取市場份額。</p>
</div><h2>Short-term versus long-term</h2>
<div class="lb-trans"><h2>短期與長期</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 股票可能取決於你的時間框架。該股票在短時間內上漲了很多，但一旦公司建立起其業務，長期機會可能非常大。這個過程可能需要數年，而快速的股票上漲已經反映了至少部分機會。</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>但看起來這裏還有更多的機會，因為世界正在尋求多樣化其稀土金屬供應。只是這個機會不會在三個月內顯現；它將在數年甚至數十年內逐漸顯現。這是一個繼續持有 MP Materials 股票的好理由，但前提是你是一個長期投資者。</p>
</div>

1 Reason to Hold on to MP Materials Stock Right Now

- MP Materials 股票在過去三個月上漲了 130%。  
- 該公司專注於稀土金屬的開採與加工，面臨中國供應限制的挑戰。  
- 長期投資者可考慮持有，因其未來增長潛力巨大。  

當前持有 MP Materials 股票的一個原因