Rocket Lab USA, Inc.跌7.02%，Q2营收超预期但每股亏损逊预期，且Q3 GAAP毛利率指引29%-31%低于市场预期，Neutron首飞时间或再推迟。
USA Rare Earth Inc.跌7.98%，Q2营收与每股亏损均不及预期，收入缺口近三成；同时宣布拟收购Serra Verde，但短期基本面承压。
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