USAR

状态日期：2026-05-27

高风险观察

中高极端

Serenity观点

中性

推文立场

价格动量

看多

60D / 252D

信号分数

50

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

-

未知

概览

核心结论

作者立场：中性；价格动量：看多。最新证据：Picking a few like $MP to $USAR and saying “we did something” is not enough. 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 3 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2026-01-26 23:14

来源

llm

更新时间

2026-03-31 11:17

作者立场：中性；价格动量：看多。最新证据：Picking a few like $MP to $USAR and saying “we did something” is not enough.

当前观点证据

2026-03-31 11:17中性

Picking a few like $MP to $USAR and saying “we did something” is not enough.

Serenity 变化

时间线

首次提出2026-01-26 23:14看多

原推

Today, all eyes are on Copper, $SLV, and $USAR after US Gov's $1.6B funding.

2026-03-31 11:17中性观点变化
Picking a few like $MP to $USAR and saying “we did something” is not enough.
2026-03-31 08:23看多上下文更新
Hi Ron, so there's two different parts to it: 1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception, and $AAPL isn't really spending much relatively)....
2026-03-30 17:57看多观点延续
$USAR to $MP are incredibly important. Since US rare earths supply is the #1 national security priority right now.
2026-03-23 15:37看多事实更新
$USAR- Process heavy rare earth elements and manufacture sintered NdFeB magnets
2026-02-13 08:36看多价格更新
$USAR down 12.4%

新鲜度

新增信号

SEC

24h 07D 030D 0新闻 0披露 3

复核时间：2026-05-27

证据

证据摘要

最新期 2025营收 2MBeta 2.42披露 10-Q

展开证据详情

年度数据

基本面证据

消息面

0 条 7日新闻，压力低。

2026-05-18 13:42invezz.com

Why are Trump's rare earth stocks crashing today?

2026-05-18 13:01zacks.com

USAR Gains 70.5% in Six Months: Is This the Right Time to Buy the Stock?

2026-05-17 05:36fool.com

Here's Why USA Rare Earth Stock Crashed This Week

近期披露

披露信息

最新披露为 2026-05-14 的 10-Q；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

2026-05-1410-Q

usar-20260331.htm

2026-05-138-K

usar-20260513.htm

2026-05-138-K

ea0290293-8k_usa.htm

近期推文

作者立场

立场

中性

价格动量

看多

2026-03-31 11:17中性

Picking a few like $MP to $USAR and saying “we did something” is not enough.

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

2.42

敏感度

高 beta

情绪风险

高

估值风险

极端

背景

行业与主题

basic-materials-industrial-materials

ai-infrastructure

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

GPT xhigh event bus analysis_update: 24 小时、7 天和 30 天均无新增提及，当前更多是存量验证而非新增注意力交易。
margin_validation: revenue and gross margin evidence must catch up with valuation
filing_review: read latest SEC filing before treating the state as stable

背景

行业背景

basic-materials-industrial-materials

提及 1新闻 6股票 16

股票池

USAR

高风险观察中高极端

状态日期：2026-05-27

复核时间：2026-05-27

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

50

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

3

10-Q

收入同比

-

未知

Beta

2.42

高 beta

llm · 2026-03-31 11:17

Serenity 时间线

首次提出2026-01-26 23:14看多

原推

Today, all eyes are on Copper, $SLV, and $USAR after US Gov's $1.6B funding.

2026-03-31 11:17中性观点变化
Picking a few like $MP to $USAR and saying “we did something” is not enough.
2026-03-31 08:23看多上下文更新
Hi Ron, so there's two different parts to it: 1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception, and $AAPL isn't really spending much relatively)....
2026-03-30 17:57看多观点延续
$USAR to $MP are incredibly important. Since US rare earths supply is the #1 national security priority right now.
2026-03-23 15:37看多事实更新
$USAR- Process heavy rare earth elements and manufacture sintered NdFeB magnets
2026-02-13 08:36看多价格更新
$USAR down 12.4%

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

研究问题

GPT xhigh event bus analysis_update: 24 小时、7 天和 30 天均无新增提及，当前更多是存量验证而非新增注意力交易。
margin_validation: revenue and gross margin evidence must catch up with valuation
filing_review: read latest SEC filing before treating the state as stable
industry_specificity: confirm whether news is specific to USAR, not only Industrial Materials

-