涨疯了。 今年，战略稀土金属原料氧化钇的价格暴涨。 从今年初的每公斤6美元，到6月中旬涨到每公斤11美元。 到11月底，99.999%纯度的氧化钇欧洲到岸价暴涨至每公斤220到320美元。 在不到一年时间里，涨幅最高达到50倍！ 超九成的氧化钇靠进口的美国，这次要被卡脖子了吗？ 01 少但重要 钇（Yttrium）是一种银白色金属，原子序数是39，元素符号为Y。 | | 7 | | | | 6 | | 55 | | | 5 | | | | | 4 | | 19 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (223) | fang 仿 | Fr | 132. 91 | 艳 | sè | Cs | | 85. 47 | 彻 | rú | Rb | | 39.1 | स | jiă | K | | 22. 99 | | | | | 88 | | | | 56 | | | | | | | | | | 20 | | | 2 ...

The company had no news to report. So what's spooking investors?Starting the week on a bearish foot, both the Dow Jones Industrial Average and S&P 500 are down around 0.15% in afternoon trading. Shares of rare earth miner USA Rare Earth (USAR 12.26%) are also heading lower today -- unrelated to news from the company. While the bearish tone on Wall Street may be partially responsible for the stock's decline, a new partnership announced, involving the United States government, is also contributing to the slid ...

2025年12月15日稀土市场行情： 根据包头稀土产品交易所显示，今日稀土主流产品价格小幅调整。氧化镨钕均价57.84万元/吨，微跌 0.06万元/吨；金属镨钕均价70.24万元/吨，微跌0.21万元/吨；氧化镝均价137.75万元/吨，上涨0.41万元/ 吨；氧化铽均价629.14万元/吨，下跌1.74万元/吨。今日询价氧化钕、氧化镨、氧化镧铈、氧化铕、氧 化钇等产品成交信息较少，请慎重参考。周初稀土市场延续此前走势，镨钕产品价格继续保持弱稳运 行，除少数刚需成交，市场交投有限。中重稀土市场保持少量刚需成交，近期氧化钇活跃度有所增长。 整体来看，稀土市场整体氛围偏淡，下游需求变化较小，近期稀土价格或继续保持弱稳走势。 A股市场部分稀土永磁概念股行情表现（2025年12月15日） | 0人气龙头 | | | | | --- | --- | --- | --- | | 厦门钨业 | 陆股通增 | 昨日连板 | 涨跌幅 流通值 | | 600549 | | | +2.29% 604.63亿 | | 入选理由:中重稀土开采量A股第二,2022年离子型稀土 | | | | | (中重)的开采控制量为3440吨,市占率 ...

Key Takeaways MP Materials' 98.9% six-month surge follows major deals with Apple and the DoW, plus strong production.The company secured multiple partnerships to expand a domestic magnet supply chain and build a refinery.MP posted record NdPr output in Q2 and Q3, with nine-month production already exceeding full-year 2024.MP Materials (MP) shares have soared 98.9% in the past six months, far outpacing the industry’s 11.8% growth, the Zacks Basic Materials sector’s 11.8% rise and the S&P 500’s gain of 15.9%. ...

MP Materials Corp. (NYSE:MP) is one of the high short interest stocks to buy right now. On December 5, Morgan Stanley upgraded MP Materials to Overweight from Equal Weight with a price target of $71, up from $68.5. Morgan Stanley believes that the US’s critical mineral dependency issues are not resolved by China’s one-year pause on rare earth restrictions. As the US seeks to develop a robust supply chain outside of China, MP is well-positioned to benefit. Earlier in the company’s Q3 2025 earnings report, ...

Finance personality Jaspreet Singh shared a YouTube video about his thoughts on potentially wise investments based on President Donald Trump’s stated government spending plans in 2026 and beyond. For You: I Got Rich Investing — These Lessons for Beginners Could Lead To $1 Million Net Worth See Next: 6 Things You Must Do When Your Savings Reach $50,000 With the Trump administration drastically altering about $7 trillion in government spending flows versus those established by the previous Biden administrat ...

After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...

Core Viewpoint - The performance of USA Rare Earth (USAR) highlights the speculative nature of investing in rare-earth companies, particularly due to their sensitivity to political developments and trade negotiations [1][3]. Group 1: Market Dynamics - China dominates the rare-earth materials market, producing up to 90% of the world's rare-earth magnets, which gives it a strong bargaining position in trade disputes with the U.S. [2] - The stock of USA Rare Earth saw significant fluctuations, soaring in October due to news of potential new export controls from China, but then crashing by 30.8% in November when China paused these controls [1][5]. Group 2: Company Developments - USA Rare Earth has been focusing on derisking its operations by partnering with suppliers outside of China and acquiring companies like Less Common Metals (LCM) to secure its supply chain [8][9]. - LCM's recent supply agreement with Solvay and Arnold Magnetic Technologies Corporation is expected to generate revenue for USA Rare Earth, further supporting its business model [9]. Group 3: Investment Considerations - The company's unique business model involves manufacturing rare-earth magnets while simultaneously building a supply chain, which may appeal to investors with a higher risk tolerance [6][8]. - Recent positive developments in securing supply agreements and partnerships are seen as steps to make USA Rare Earth more investable for those optimistic about the company's potential [9].

ISSUE 144 | December 4, 2025 | 5:30 PM EST THE US-CHINA TECH RACE While the US and China have reached a new trade deal, their fierce race to achieve tech superiority remains as intense as ever, with both pursuing policies to develop self-sufficient tech stacks. So, will such policies prove successful, and what investment opportunities do they provide? The Wahba Initiative for Strategic Competition's Mark Kennedy assesses the tech race's current state (the US leads in a key arena but China is catching up or ...

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