周一盘中，火箭实验室（Rocket Lab USA, Inc.，股票代码：RKLB）股价出现大幅下跌，跌幅高达5.08%。这一显著跌幅可能与高盛最新发布的研究报告有关。
高盛分析师给予Rocket Lab"中性"评级，目标价为32美元。尽管公司2025年的营收超出预期，调整后的EBITDA和每股收益（EPS）也符合预期，但分析师对公司面临的风险表示担忧。特别是，高盛强调了Neutron火箭开发阶段的风险，认为这些风险"难以低估"。
Rocket Lab管理层表示，公司仍有望在今年年底前进行中型火箭Neutron的首次发射。然而，他们也承认时间表具有挑战性，取决于一些有限的问题。尽管如此，公司在发射和太空系统业务方面仍处于有利地位，特别是在当前发射市场供应受限的情况下。太空系统业务继续快速增长，预计Neutron的推出将进一步推动该领域的增长。然而，投资者似乎更关注短期内的开发风险，这可能解释了今日的股价下跌。
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