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USAR

44 atoms · 跨 11 天 · 首见 2026-05-02 · 最近 2026-06-22

三色: 🟦 fact 35 · 🟥 take 9 · stance ▲11/▼0/◆17

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 44

时态: fresh:43 · stale:1

标签: 好数字:24 · 好信源:16 · 好观点:9 · 好思考:1

🟦 客观事实 (facts) (30)

<a id="atom-9f050b771b3a9099"></a>🟦 2026-05-21 X·@AIStockSavvy ⭐ · DOE funding selected for · 融资/监管政策
USA Rare Earth selected for up to $19.3M in DOE funding.
tags: 好数字·好信源 · → daily
value: qty=$19.3M · date=2026
<a id="atom-efeb6a05d3691bd7"></a>🟦 2026-05-21 X·@AIStockSavvy ⭐ · project value estimated at · 资本开支
Total project value estimated at approximately $50.5M.
tags: 好数字·好信源 · → daily
value: qty=$50.5M · date=
<a id="atom-bc50cca057e2cd10"></a>🟦 2026-05-21 X·@AIStockSavvy ⭐ · non-DOE funding contributions of · 融资
Includes $31.2M in non-DOE funding contributions.
tags: 好数字·好信源 · → daily
value: qty=$31.2M · date=
<a id="atom-13aebd374bd3e243"></a>🟦 2026-06-03 X·@AIStockSavvy [老旧] · 目标价 · 评级目标价
Benchmark reiterates Buy on USA Rare Earth, maintains PT at $45
tags: 好数字·好观点 · → daily
value: qty=$45 · date=na
📷 原图
<a id="atom-1bacf00884bdd65b"></a>🟦 2026-06-02 X·@AIStockSavvy · 计划建设磁体制造工厂 · 资本开支/供给产能
USA Rare Earth Selects South Carolina for $1.2B Magnet Manufacturing Facility
tags: 好数字 · → daily
value: qty=$1.2B · date=2028
<a id="atom-c662fe1752a84a78"></a>🟦 2026-06-02 X·@AIStockSavvy · 计划投资金额 · 资本开支
Project represents approximately $1.2B investment
tags: 好数字 · → daily
value: qty=$1.2B
<a id="atom-3c030b40ea914558"></a>🟦 2026-06-02 X·@AIStockSavvy · 计划创造就业岗位 · 产能扩张
Project represents approximately $1.2B investment and 490 new jobs
tags: 好数字 · → daily
value: qty=490
<a id="atom-4ccc8de1c5791b4b"></a>🟦 2026-06-02 X·@AIStockSavvy · 计划钕铁硼磁体年产能 · 供给产能/出货量
Facility targets 6,400 tpa of NdFeB permanent magnets
tags: 好数字 · → daily
value: qty=6400 tpa
<a id="atom-d3969d647d6375ef"></a>🟦 2026-06-02 X·@AIStockSavvy · 计划稀土金属和合金年产能 · 供给产能/出货量
Planned output includes 5,000 tpa of rare earth metals and alloys
tags: 好数字 · → daily
value: qty=5000 tpa
<a id="atom-b65ec19c638ddfec"></a>🟦 2026-06-02 X·@AIStockSavvy · 目标投运时间 · 路线图/资本开支
Commissioning targeted for 2028
tags: 好数字 · → daily
value: date=2028
<a id="atom-31a9563228ae8e9f"></a>🟦 2026-05-28 X·@AIStockSavvy · 政策负责人加入国防部创新委员会 · 人事变动/合作客户
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $USAR USA Rare Earth policy chief joins Defense Department innovation board
tags: 好信源 · → daily
<a id="atom-15d34fb4732ce24b"></a>🟦 2026-05-21 X·@AIStockSavvy · pilot-scale rare earth separation development funded by · 供给产能
Funding supports pilot-scale rare earth separation development.
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-4bb13fa15b8414f6"></a>🟦 2026-05-21 X·@AIStockSavvy · targeting domestic processing for energy, defense, and manufacturing sectors · 地缘政治
Initiative targets domestic processing for energy, defense, and manufacturing sectors.
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-5563961bf71b50d3"></a>🟦 2026-05-21 X·@AIStockSavvy · final funding subject to DOE negotiations and agreements · 监管政策
Final funding remains subject to successful DOE negotiations and agreements.
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-cb79a86f76eb0299"></a>🟦 2026-05-08 X·@DrNHJ · 실적 발표 · 财报
ENVX, CSCO, USAR, FLNT 실적(장후)
tags: 好信源 · → daily
value: direction=장후 · date=2026-05-13
[图: Earnings Whispers 发布的 2026 年 5 月 11 日当周最受期待的上市公司财报发布日程表 — Week beginning: May 11, 2026]
📷 原图
<a id="atom-989b80cddda949d8"></a>🟦 2026-06-15 X·@AIStockSavvy · first production of separated rare earth oxides target date · 产能规划
First production of separated rare earth oxides targeted for Q3 2026.
tags: 好数字 · → daily
value: date=Q3 2026
<a id="atom-6fd6bfade7b96737"></a>🟦 2026-06-15 X·@AIStockSavvy · Round Top Definitive Feasibility Study due date · 产能规划
Results will support the Round Top Definitive Feasibility Study due by Q1 2027.
tags: 好数字 · → daily
value: date=Q1 2027
<a id="atom-6a8e46c79cb06515"></a>🟦 2026-06-15 X·@AIStockSavvy · 当前价格 · 价格动态
Current Price: $23.13 [from attached chart]
tags: 好数字 · → daily
value: qty=$23.13
[图: USA Rare Earth (USAR) 的卖方分析师评级与目标价更新图表 — 目标价格 (Price Target): $45.00; 当前价格 (Current Price): $23.13; 预测上涨空间 (Projected Upside): +94.55%; 示范设施启动目标时间: Q2 2026]
📷 原图
<a id="atom-827482c4f576d849"></a>🟦 2026-06-15 X·@AIStockSavvy · 目标价相对当前价格预测上涨空间 · 价格动态
Projected Upside: +94.55% [from attached chart]
tags: 好数字 · → daily
value: qty=+94.55%
[图: USA Rare Earth (USAR) 的卖方分析师评级与目标价更新图表 — 目标价格 (Price Target): $45.00; 当前价格 (Current Price): $23.13; 预测上涨空间 (Projected Upside): +94.55%; 示范设施启动目标时间: Q2 2026]
📷 原图
<a id="atom-e0fecc2b7364d92e"></a>🟦 2026-06-15 X·@AIStockSavvy · 示范设施启动目标时间 · 路线图
示范设施启动目标时间: Q2 2026 [from attached chart]
tags: 好数字 · → daily
value: date=Q2 2026
[图: USA Rare Earth (USAR) 的卖方分析师评级与目标价更新图表 — 目标价格 (Price Target): $45.00; 当前价格 (Current Price): $23.13; 预测上涨空间 (Projected Upside): +94.55%; 示范设施启动目标时间: Q2 2026]
📷 原图
<a id="atom-3800041379e8914f"></a>🟦 2026-06-01 X·@AIStockSavvy · 计划投资金额 · 资本开支
USA Rare Earth plans to invest approximately €175M in France by 2030.
tags: 好数字 · → daily
value: qty=€175M · date=2030
<a id="atom-72f72783c10774fe"></a>🟦 2026-05-13 X·@AIStockSavvy · Q1-2026 每股收益实际值 · 财报
EPS Actual: -0.12
tags: 好数字 · → daily
value: qty=-0.12 · date=Q1-2026
[图: USA Rare Earth, Inc. Q1-2026财报信息图，展示了每股收益(EPS)和营收(Revenue)的实际值与预期值 — EPS Actual: -0.12; EPS Expected: -0.23; Revenue Actual: 5.70M; Revenue Expected: 3.63M; Revenue Beat: +57.0
📷 原图
<a id="atom-5daa7b7761d1827c"></a>🟦 2026-05-13 X·@AIStockSavvy · Q1-2026 每股收益预期值 · 财报
EPS Expected: -0.23
tags: 好数字 · → daily
value: qty=-0.23 · date=Q1-2026
[图: USA Rare Earth, Inc. Q1-2026财报信息图，展示了每股收益(EPS)和营收(Revenue)的实际值与预期值 — EPS Actual: -0.12; EPS Expected: -0.23; Revenue Actual: 5.70M; Revenue Expected: 3.63M; Revenue Beat: +57.0
📷 原图
<a id="atom-636fca6b7b7fea52"></a>🟦 2026-05-13 X·@AIStockSavvy · Q1-2026 营收实际值 · 营收
Revenue Actual: 5.70M
tags: 好数字 · → daily
value: qty=5.70M · date=Q1-2026
[图: USA Rare Earth, Inc. Q1-2026财报信息图，展示了每股收益(EPS)和营收(Revenue)的实际值与预期值 — EPS Actual: -0.12; EPS Expected: -0.23; Revenue Actual: 5.70M; Revenue Expected: 3.63M; Revenue Beat: +57.0
📷 原图
<a id="atom-463f7b279dd6a519"></a>🟦 2026-05-13 X·@AIStockSavvy · Q1-2026 营收预期值 · 营收
Revenue Expected: 3.63M
tags: 好数字 · → daily
value: qty=3.63M · date=Q1-2026
[图: USA Rare Earth, Inc. Q1-2026财报信息图，展示了每股收益(EPS)和营收(Revenue)的实际值与预期值 — EPS Actual: -0.12; EPS Expected: -0.23; Revenue Actual: 5.70M; Revenue Expected: 3.63M; Revenue Beat: +57.0
📷 原图
<a id="atom-3baac32abd69af1f"></a>🟦 2026-05-13 X·@AIStockSavvy · Q1-2026 营收超预期幅度 · 营收
Revenue Beat: +57.02%
tags: 好数字 · → daily
value: qty=+57.02% · date=Q1-2026
[图: USA Rare Earth, Inc. Q1-2026财报信息图，展示了每股收益(EPS)和营收(Revenue)的实际值与预期值 — EPS Actual: -0.12; EPS Expected: -0.23; Revenue Actual: 5.70M; Revenue Expected: 3.63M; Revenue Beat: +57.0
📷 原图
<a id="atom-576b622c83a95170"></a>🟦 2026-05-02 X·@tradergokux · 当日涨幅 · 价格动态
USAR涨幅: +1.39%
tags: 好数字 · → daily
value: qty=+1.39% · date=2026-05-02
[图: 股票自选股观察列表截图，显示了多个标的的单日涨跌幅和成交量热度（Vol Buzz），其中包含稀土板块相关标的如MP、USAR、UUUU等。 — CRCL涨幅: +9.71%; SIMO涨幅: +7.19%; USAR涨幅: +1.39%; MP涨幅: +0.89%; UUUU涨幅: +0.09%]
📷 原图
<a id="atom-91fd78fcccd6a20d"></a>🟦 2026-06-22 X·@tphuang · 被中国列入实体清单 · 出口管制
Why did China entity list MP & USAR?
tags: 好信源 · → daily
📷 原图
<a id="atom-28624dc2b016f841"></a>🟦 2026-06-15 X·@AIStockSavvy · commissioned Colorado hydrometallurgical facility · 产能建设
USA Rare Earth commissioned its hydrometallurgical demonstration facility in Colorado.
tags: 好信源 · → daily
<a id="atom-731e2182e58db005"></a>🟦 2026-06-15 X·@AIStockSavvy · targeted products from facility · 产品发布
Facility expected to produce commercial-quality Dysprosium, Terbium, and Yttrium oxides.
tags: 好信源 · → daily

🟥 多头 takes (bullish) (7)

<a id="atom-2dce977e37a372da"></a>🟥 2026-06-03 X·@AIStockSavvy · 产能扩张假设 · 供给产能/业绩指引
Analyst notes USAR's announced capacity expansion is already reflected in their model, which assumes 10,000 tpa of magnet and metal making by 2030.
tags: 好数字·好思考 · → daily
value: qty=10000 tpa · date=2030
📷 原图
<a id="atom-a10451f5edb5838c"></a>🟥 2026-06-15 X·@AIStockSavvy · Northland维持目标价 · 评级目标价
maintains PT at $45
tags: 好数字·好观点 · → daily
value: qty=$45
[图: USA Rare Earth (USAR) 的卖方分析师评级与目标价更新图表 — 目标价格 (Price Target): $45.00; 当前价格 (Current Price): $23.13; 预测上涨空间 (Projected Upside): +94.55%; 示范设施启动目标时间: Q2 2026]
📷 原图
<a id="atom-8eee3e510c1220f8"></a>🟥 2026-05-14 X·@AIStockSavvy · Cantor Fitzgerald target price · 评级目标价
Cantor Fitzgerald maintains Overweight, raises PT to $35
tags: 好信源 · → daily
value: qty=$35.00 · date=
[图: Cantor Fitzgerald关于USA Rare Earth (USAR)的分析师评级与目标价更新摘要表 — 新目标价: $35.00; 当前价格: $24.20; 潜在涨幅: +44.6%; PIPE融资额: $1.5B; Serra Verde收购额: ~$2.8B]
📷 原图
<a id="atom-b12ef7f12ce64efe"></a>🟥 2026-06-15 X·@AIStockSavvy · non-China heavy rare earth oxide producer positioning · 竞争格局
Could position USAR among the few non-China companies producing separated heavy rare earth oxides.
tags: 好观点 · → daily
<a id="atom-479517d5750faeb6"></a>🟥 2026-06-15 X·@AIStockSavvy · aim to build fully integrated rare earth value chain outside China · 竞争格局
USAR aims to build the only fully integrated rare earth value chain outside China.
tags: 好观点 · → daily
<a id="atom-c9ea5bdbc263c7a4"></a>🟥 2026-06-15 X·@AIStockSavvy · Northland维持跑赢大盘评级 · 评级目标价
Northland reiterates Outperform on USA Rare Earth
tags: 好观点 · → daily
value: direction=outperform
[图: USA Rare Earth (USAR) 的卖方分析师评级与目标价更新图表 — 目标价格 (Price Target): $45.00; 当前价格 (Current Price): $23.13; 预测上涨空间 (Projected Upside): +94.55%; 示范设施启动目标时间: Q2 2026]
📷 原图
<a id="atom-07b7a49e8764d0f7"></a>🟥 2026-06-15 X·@AIStockSavvy · hydromet设施投产是建立中国以外稀土价值链的关键一步 · 供应链/供给产能
commissioning of USAR's hydromet facility, a key step in building a rare earth value chain outside of China
tags: 好观点 · → daily
[图: USA Rare Earth (USAR) 的卖方分析师评级与目标价更新图表 — 目标价格 (Price Target): $45.00; 当前价格 (Current Price): $23.13; 预测上涨空间 (Projected Upside): +94.55%; 示范设施启动目标时间: Q2 2026]
📷 原图

🟥 中性 takes (neutral) (2)

<a id="atom-905ad9ba49376c23"></a>🟥 2026-06-22 X·@pstAsiatech · 被视为美国军方关联公司 · 地缘政治
MP and USAR are actually 'US military affiliated companies'
tags: 好观点 · → daily
<a id="atom-0f33c8a5d615fef4"></a>🟥 2026-06-22 X·@pstAsiatech · 为美国军方所有或关联 · 地缘政治
the US companies are actually military owned or affiliated
tags: 好观点 · → daily

⏱ 时间轴 (近 20)

🟦 2026-06-22 · fact · 被中国列入实体清单 · → daily
🟥 2026-06-22 · narrative · 被视为美国军方关联公司 · → daily
🟥 2026-06-22 · narrative · 为美国军方所有或关联 · → daily
🟦 2026-06-15 · fact · commissioned Colorado hydrometallurgical facility · → daily
🟦 2026-06-15 · forecast · first production of separated rare earth oxides target date · → daily
🟦 2026-06-15 · forecast · targeted products from facility · → daily
🟥 2026-06-15 · forecast · non-China heavy rare earth oxide producer positioning · → daily
🟦 2026-06-15 · fact · integrated platform scope · → daily
🟦 2026-06-15 · fact · feedstock sources · → daily
🟦 2026-06-15 · fact · initial campaigns validation scope · → daily
🟦 2026-06-15 · forecast · targeted products from external feedstocks · → daily
🟦 2026-06-15 · forecast · Round Top Definitive Feasibility Study due date · → daily
🟥 2026-06-15 · forecast · aim to build fully integrated rare earth value chain outside · → daily
🟥 2026-06-15 · narrative · Northland维持跑赢大盘评级 · → daily
🟥 2026-06-15 · narrative · Northland维持目标价 · → daily
🟦 2026-06-15 · fact · 当前价格 · → daily
🟦 2026-06-15 · fact · 目标价相对当前价格预测上涨空间 · → daily
🟦 2026-06-15 · fact · 示范设施启动目标时间 · → daily
🟥 2026-06-15 · narrative · hydromet设施投产是建立中国以外稀土价值链的关键一步 · → daily
🟦 2026-06-03 · position · 目标价 · → daily

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