以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
MP Materials
17 atoms · 跨 7 天 · 首见 2026-05-07 · 最近 2026-07-02
三色: 🟦 fact 13 · 🟥 take 4 · stance ▲8/▼3/◆3
来源: X 17
时态: fresh:14 · stale:2 · aging:1
标签: 好信源:8 · 好数字:7 · 好观点:6
叙事 (narrative) (2)
- 2026-05-20 · NdPr oxide production viewed as strong
Analyst sees strong NdPr oxide production
tags: 好观点 · → daily
- 2026-05-20 · magnetics ramp viewed as continued and supporting growth
continued magnetics ramp supporting growth outlook
tags: 好观点 · → daily
预测 (forecast) (2)
- 2026-06-07 ⭐ · Needham 目标价
Needham initiates PT at $81
tags: 好数字·好观点·好信源 · → daily
value: qty=$81 · direction=initiates
- 2026-06-07 · 预期上涨空间
Projected Upside: +36.87%
tags: 好数字 · → daily
value: qty=+36.87%
立场 (position) (3)
- 2026-06-22
[老化中] · BofA Securities 评级
$MP | 𝐁𝐨𝐟𝐀 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 reiterates 𝐁𝐮𝐲 on 𝐌𝐏 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟓
tags: 好信源 · → daily
value: qty=Buy · date=2026-06-22
展开 2 条老旧 / 已过期
- 2026-06-07
[老旧] · Needham 评级
Needham initiates Buy on MP Materials
tags: 好观点·好信源 · → daily
value: qty=Buy · direction=initiates
- 2026-05-20
[老旧] · PT from DA Davidson
DA Davidson maintains PT at $82
tags: 好数字·好观点 · → daily
value: qty=$82
事实 (fact) (10)
- 2026-06-21 · 被列入中国出口管制清单
芒廷帕斯材料公司（MP Materials Corp.）...included in the export control list
tags: 好信源 · → daily
- 2026-06-21 · 被列入出口管制
China adds ten US companies, including MP Materials and Teal Drones, to export controls
tags: 好信源 · → daily
value: direction=被列入
- 2026-07-02 · blacklisted by China
It just blacklisted MP Materials and USA Rare Earth, the two American companies Washington backed to break that dependence.
tags: 好信源 · → daily
value: date=2026-07-02
- 2026-06-07 · 当前股价
Current Price: $59.18
tags: 好数字 · → daily
value: qty=$59.18 · date=2026-06-07
- 2026-05-08 · CEO 表述行业在减少重稀土用量
$MP Materials says the industry is finding ways to reduce heavy rare-earth usage
tags: 好信源 · → daily
- 2026-05-08 · CEO 表述磁体生产商能做到 little or no heavies content
MP’s CEO, James Litinsky, said magnet producers are increasingly able to make high-performance magnets with "little or no heavies content."
tags: 好信源 · → daily
- 2026-05-07 · Q1 2026 每股收益
Actual EPS: 0.03$
tags: 好数字 · → daily
value: qty=0.03$ · date=Q1 2026
- 2026-05-07 · Q1 2026 营收
Actual Revenue: 90.65M$
tags: 好数字 · → daily
value: qty=90.65M$ · date=Q1 2026
- 2026-05-07 · Q1 2026 每股收益超预期幅度
EPS Beat: +175.00%
tags: 好数字 · → daily
value: qty=175.00% · date=Q1 2026
- 2026-05-08 · CEO 认为 NdPr 是更重要的瓶颈
Litinsky’s view is that NdPr remains the more important bottleneck
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-07-02 ·
fact · blacklisted by China · → daily
- 2026-06-22 ·
position · BofA Securities 评级 · → daily
- 2026-06-21 ·
fact · 被列入中国出口管制清单 · → daily
- 2026-06-21 ·
fact · 被列入出口管制 · → daily
- 2026-06-07 ·
position · Needham 评级 · → daily
- 2026-06-07 ·
forecast · Needham 目标价 · → daily
- 2026-06-07 ·
fact · 当前股价 · → daily
- 2026-06-07 ·
forecast · 预期上涨空间 · → daily
- 2026-05-20 ·
position · PT from DA Davidson · → daily
- 2026-05-20 ·
narrative · NdPr oxide production viewed as strong · → daily
- 2026-05-20 ·
narrative · magnetics ramp viewed as continued and supporting growth · → daily
- 2026-05-08 ·
fact · CEO 表述行业在减少重稀土用量 · → daily
- 2026-05-08 ·
fact · CEO 表述磁体生产商能做到 little or no heavies content · → daily
- 2026-05-08 ·
fact · CEO 认为 NdPr 是更重要的瓶颈 · → daily
- 2026-05-07 ·
fact · Q1 2026 每股收益 · → daily
- 2026-05-07 ·
fact · Q1 2026 营收 · → daily
- 2026-05-07 ·
fact · Q1 2026 每股收益超预期幅度 · → daily
← 实体目录 · 系统日志