$MP Materi_老虎社区_美港股上老虎

$MP Materials Corp.(MP)$镨钕按6000吨/年，价格保底11万，成本未来4万，单吨净利未来能做到6万，只算镨钕就3.6亿利润；磁体1万吨，公司说厂子EBITDA至少达到1.4亿，应该不包含镨钕的利润；所以MP在2028~2030年可实现5亿美金的利润，100亿美金以上的估值比较合理，比咱们内地的便宜。

苹果押注！MP再拉20%，还能上车吗？

稀土概念股MP Materials涨近20%，当地时间周二，媒体援引知情人士报道，苹果公司拟向美国唯一运营中的稀土矿业公司MP Materials投资5亿美元。此前美国国防部宣布对该公司进行4亿美元股权投资，该股已在上周飙升48%，创下三年新高。【多重利好下，大家看好MP涨势吗？现在还能上车吗？】

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