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。
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USA Rare Earth
26 atoms · 跨 8 天 · 首见 2026-04-20 · 最近 2026-07-02
三色: 🟦 fact 24 · 🟥 take 2 · stance ▲6/▼4/◆14
来源: X 26
时态: fresh:25 · stale:1
标签: 好数字:15 · 好信源:11 · 好观点:3
叙事 (narrative) (1)
- 2026-05-28 · 被指控用窃取技术摆脱困境
now resorting to stealing technology to dig itself out
tags: 好观点 · → daily
预测 (forecast) (5)
- 2026-05-28 ⭐ · 商业化开采目标时间
targeting commercial-scale mining in 2028
tags: 好信源·好数字 · → daily
- 2026-05-13 · Potential U.S. government CHIPS funding
Proposed U.S. Government collaboration could provide $1.6B CHIPS funding.
tags: 好数字 · → daily
value: qty=$1.6B
- 2026-05-13 · Stillwater Full MTPA magnet capacity target
Stillwater facility expected to reach Full MTPA magnet capacity by Q4 2026.
tags: 好数字 · → daily
value: qty=Full MTPA · date=Q4 2026
- 2026-05-13 · LCM Cheshire alloy capacity expansion target
LCM Cheshire alloy capacity planned to expand to 2,000 MTPA by end of 2026.
tags: 好数字 · → daily
value: qty=2,000 MTPA · date=end of 2026
- 2026-04-29 · 即将投产
还有两家大型生产商，USA Rare Earth也即将投产
tags: 好信源 · → daily
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-06-01
[老旧] · Needham 给予买入评级
Needham initiates Coverage on USA Rare Earth with Buy, PT at $39.00
tags: 好观点 · → daily
value: target=$39.00
事实 (fact) (19)
- 2026-06-03 ⭐ · CHIPS Act funding
USA Rare Earth finalizes agreements for up to $1.6B in federal funding from CHIPS Program
tags: 好数字·好信源 · → daily
value: qty=$1.6B
- 2026-04-20 ⭐ · 收购Serra Verde金额
"Critical Inflection Point" Reached As USA Rare Earth Expands With $2.8 Billion Serra Verde Buyout
tags: 好数字·好信源 · → daily
value: qty=$2.8亿 · currency=USD
- 2026-06-21 · 被列入中国出口管制清单
USA Rare Earth, Inc....included in the export control list
tags: 好信源 · → daily
- 2026-05-28 · 被指控技术窃取
US-backed rare earth rivals clash over alleged technology theft
tags: 好信源 · → daily
- 2026-05-28 · 被Trump政府支持
mining companies supported by Trump administration
tags: 好信源 · → daily
- 2026-05-28 · 未能达到商业和性能目标
USA Rare Earth has repeatedly failed to meet its commercial and performance targets
tags: 好信源 · → daily
- 2026-05-28 · 尚未进行稀土开采或商业生产
it is yet to mine rare earths or produce magnets commercially
tags: 好信源 · → daily
- 2026-05-28 · 计划构建去中国化的矿到磁铁价值链
plan to develop a 'mine-to-magnet value chain' decoupled from China
tags: 好信源 · → daily
- 2026-05-13 · Q1 Revenue
$USAR | 𝐔𝐒𝐀 𝐑𝐚𝐫𝐞 𝐄𝐚𝐫𝐭𝐡 𝐐𝟏 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Revenue: $5.7M
tags: 好数字 · → daily
value: qty=$5.7M · date=Q1 2026
- 2026-05-13 · GAAP EPS
GAAP EPS: ($0.34)
tags: 好数字 · → daily
value: qty=($0.34) · date=Q1 2026
- 2026-05-13 · Adjusted EPS
Adj. EPS: ($0.12)
tags: 好数字 · → daily
value: qty=($0.12) · date=Q1 2026
- 2026-05-13 · Cash position
Cash: $1.75B
tags: 好数字 · → daily
value: qty=$1.75B · date=Q1 2026
- 2026-05-13 · Completed PIPE financing
Closed a Common Stock PIPE of $1.5B in January 2026.
tags: 好数字 · → daily
value: qty=$1.5B · date=January 2026
- 2026-05-13 · Stillwater Phase 1a commissioning
Commissioned Phase 1a at Stillwater magnet facility in March 2026.
tags: 好数字 · → daily
value: date=March 2026
- 2026-05-13 · Texas Semiconductor Innovation Fund grant awarded
Received $14.2M Texas Semiconductor Innovation Fund grant in May 2026.
tags: 好数字 · → daily
value: qty=$14.2M · date=May 2026
- 2026-05-13 · Agreement to acquire Serra Verde
Announced definitive agreement to acquire Serra Verde for approximately $2.8B.
tags: 好数字 · → daily
value: qty=$2.8B
- 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
- 2026-06-03 · 目标价上调
$USAR | Cantor Fitzgerald raises PT on USA Rare Earth to $40 from $35, maintains Overweight
tags: 好数字 · → daily
value: qty=$40 · date=2026-06-03
- 2026-05-13 · CEO statement on Q1 2026 transformation
The first quarter of 2026 was a period of fundamental transformation for USA Rare Earth, defined by the successful execution of our $1.5 billion PIPE financing and the announcement of an agreement for the 100% economic consolidation of our Round Top project.
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-07-02 ·
fact · blacklisted by China · → daily
- 2026-06-21 ·
fact · 被列入中国出口管制清单 · → daily
- 2026-06-03 ·
fact · CHIPS Act funding · → daily
- 2026-06-03 ·
fact · 目标价上调 · → daily
- 2026-06-01 ·
position · Needham 给予买入评级 · → daily
- 2026-05-28 ·
fact · 被指控技术窃取 · → daily
- 2026-05-28 ·
fact · 被Trump政府支持 · → daily
- 2026-05-28 ·
fact · 未能达到商业和性能目标 · → daily
- 2026-05-28 ·
narrative · 被指控用窃取技术摆脱困境 · → daily
- 2026-05-28 ·
fact · 尚未进行稀土开采或商业生产 · → daily
- 2026-05-28 ·
forecast · 商业化开采目标时间 · → daily
- 2026-05-28 ·
fact · 计划构建去中国化的矿到磁铁价值链 · → daily
- 2026-05-13 ·
fact · Q1 Revenue · → daily
- 2026-05-13 ·
fact · GAAP EPS · → daily
- 2026-05-13 ·
fact · Adjusted EPS · → daily
- 2026-05-13 ·
fact · Cash position · → daily
- 2026-05-13 ·
fact · Completed PIPE financing · → daily
- 2026-05-13 ·
forecast · Potential U.S. government CHIPS funding · → daily
- 2026-05-13 ·
fact · Stillwater Phase 1a commissioning · → daily
- 2026-05-13 ·
forecast · Stillwater Full MTPA magnet capacity target · → daily
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