U.S. stock market update: USA Rare Earth down 8.75%, trading volume increased, market sentiment fluctuations attract attention, subsequent trends need to be observed cautiously

U.S. Stock Market Midday Update USA Rare Earth, down 8.75%, with increased trading volume and no significant news recently. The trading is active, with clear capital flows. Considering the sector and industry trends, the stock shows significant volatility, and the specific reasons need further observation. Stocks with High Trading Volume in the Industry MP Materials down 4.86%. Based on recent key news: On January 14, the Department of Defense reached an agreement with MP, reducing the risks of growth plans and raising analysts' target prices. This agreement paves the way for future supply agreements, with analysts raising the target price for the stock from $27 to $79. Source: Benzinga On January 13, William Blair initiated coverage of MP Materials with an "Outperform" rating, driving the stock price up. Source: Benzinga On January 14, analysts are generally optimistic about MP's future development, expecting its EBITDA to quadruple between 2026 and 2030, mainly due to capacity increases and stable government demand. Source: Benzinga The rare earth industry shows strong demand and significant policy support. Critical Metals down 6.28%. Based on recent news, On January 15, Critical Metals announced a joint venture with a Saudi Arabian industrial group to build rare earth processing facilities. This news attracted market attention, but the stock price fell back in subsequent trading. According to the trading arrangement, 25% of the rare earth concentrate produced by the Tanbreez project will be supplied to Saudi Arabia on a long-term exclusive basis. All finished materials produced in cooperation will ultimately be shipped to the U.S. for its defense industrial system. Source: Jin10 Data On January 15, Critical Metals released strong assay results from its 2025 drilling project, confirming the presence of strategic metals in the Tanbreez project. This news drove the stock price up nearly one-third on the previous trading day but then fell back. Source: Reuters On January 13, comments from President Trump reignited interest in the strategic value of Greenland, increasing interest in companies related to key minerals in the region. Critical Metals' stock price rose nearly 12% in pre-market trading but retraced its early gains during regular trading. Source: Benzinga The rare earth industry has performed strongly recently, with significant policy support. Rio Tinto up 0.54%, with increased trading volume. Based on recent key news: On January 15, Amazon signed a copper supply agreement with Rio Tinto to support data center construction. This move indicates a growing demand for copper from tech companies, driving Rio Tinto's stock price up. On January 15, Rio Tinto and BHP are collaborating in the Pilbara region of Australia to mine 200 million tons of iron ore. This collaboration is expected to enhance Rio Tinto's capacity and boost market confidence On January 13, copper prices soared to a historic high due to mine shutdowns and U.S. stockpiling of copper ore. The rise in copper prices is favorable for Rio Tinto's copper business, boosting its stock price. Copper demand is increasing, and the risk of supply chain restructuring is intensifying. Stocks ranked among the top in industry market capitalization BHP fell 0.07%. Based on recent key news: On January 15, BHP and Rio Tinto announced a collaboration to mine iron ore in the Pilbara region of Australia, planning to increase annual production capacity of steelmaking materials to nearly 200 million tons. This move aims to extend the operational life of the mining area and release more capacity with minimal capital investment. This news had a positive impact on the stock price, despite a slight decline. Source: Zhitong Finance On January 15, Goldman Sachs raised BHP's target price from 2400 pence to 2700 pence, reflecting market confidence in its future growth. This rating adjustment supports the stock price. Source: Zhitong Finance On January 13, BHP decided not to participate in the acquisition negotiations between Rio Tinto and Glencore, focusing on the expansion of its copper assets. This strategic choice may affect market expectations for its future development. Source: Reuters Mining cooperation promotes capacity enhancement, market attention