<p><strong>MP Materials</strong>(MP 23.17%) 的股票在週一上午 9:55（東部時間）飆升了 18.7%，原因是中國威脅要限制稀土出口到美國，這使得發展國內稀土開採和精煉產業變得比以往任何時候都更加緊迫。</p>
<p>特朗普總統試圖向投資者保證，中國並不認真對待其稀土威脅，並表示一切 “都會好起來的”。但以防萬一，投資者正在抬高 MP 及類似初創公司的股票。</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>圖片來源：Getty Images。</p>
<h2>壞消息是好消息</h2>
<p>股市投資者並不是唯一對貿易戰是否會以美好結局收場感到不確定的人。無論中國是否會收緊稀土出口，美國國防部希望為最壞的情況做好準備，並正在建立一個價值 10 億美元的關鍵礦物儲備，正如《金融時報》報道的那樣。</p>
<p>投資銀行 <strong>摩根大通</strong> 也可能會進入稀土領域。在週一的評論中，首席執行官傑米·戴蒙表示，“顯然，美國已經過於依賴不可靠的關鍵礦物、產品和製造來源，而這些對我們的國家安全至關重要。” 為了幫助解決這個問題（並賺取一些利潤），摩根大通計劃在未來十年內在幾個關鍵領域投資 100 億美元。</p>
<p>這些領域包括國防和航空航天、人工智能和量子計算、能源技術，以及供應鏈和先進製造。</p>
<h2>MP Materials 股票值得購買嗎？</h2>
<p>許多其他領域所需的稀土也屬於 “供應鏈” 領域，這給摩根大通提供了兩個投資稀土的絕佳理由。雖然我承認我對 MP Materials 股票的估值並不感到興奮——接近 140 倍的預期收益——但顯然，戴蒙的信心投票可能會推動該股票上漲。</p>

<p>MP Materials 的股票在中國威脅限制稀土出口到美國後飆升了 18.7%，突顯了國內採礦和精煉的緊迫性。儘管特朗普總統給予了保證，投資者對 MP 及類似公司持樂觀態度。美國國防部正在通過建立 10 億美元的關鍵礦物儲備來為潛在的出口限制做準備。摩根大通計劃在包括稀土在內的關鍵領域投資 100 億美元，以減少對外國來源的依賴，這可能對 MP Materials 的股票估值產生積極影響</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%) 的股票在週一上午 9:55（東部時間）飆升了 18.7%，原因是中國威脅要限制稀土出口到美國，這使得發展國內稀土開採和精煉產業變得比以往任何時候都更加緊迫。</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>特朗普總統試圖向投資者保證，中國並不認真對待其稀土威脅，並表示一切 “都會好起來的”。但以防萬一，投資者正在抬高 MP 及類似初創公司的股票。</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>圖片來源：Getty Images。</p>
</div><h2>Bad news is good news</h2>
<div class="lb-trans"><h2>壞消息是好消息</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>股市投資者並不是唯一對貿易戰是否會以美好結局收場感到不確定的人。無論中國是否會收緊稀土出口，美國國防部希望為最壞的情況做好準備，並正在建立一個價值 10 億美元的關鍵礦物儲備，正如《金融時報》報道的那樣。</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>投資銀行 <strong>摩根大通</strong> 也可能會進入稀土領域。在週一的評論中，首席執行官傑米·戴蒙表示，“顯然，美國已經過於依賴不可靠的關鍵礦物、產品和製造來源，而這些對我們的國家安全至關重要。” 為了幫助解決這個問題（並賺取一些利潤），摩根大通計劃在未來十年內在幾個關鍵領域投資 100 億美元。</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>這些領域包括國防和航空航天、人工智能和量子計算、能源技術，以及供應鏈和先進製造。</p>
</div><h2>Is MP Materials stock a buy?</h2>
<div class="lb-trans"><h2>MP Materials 股票值得購買嗎？</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>許多其他領域所需的稀土也屬於 “供應鏈” 領域，這給摩根大通提供了兩個投資稀土的絕佳理由。雖然我承認我對 MP Materials 股票的估值並不感到興奮——接近 140 倍的預期收益——但顯然，戴蒙的信心投票可能會推動該股票上漲。</p>
</div>

為什麼 MP Materials 的股票突然大幅上漲