异动解读 | 斩获美国太空军3.97亿美元合同,Rocket Lab盘中大涨5.07%

异动解读
Aug 06

Rocket Lab USA, Inc.(RKLB)今日盘中股价大涨5.07%,表现抢眼,引发市场广泛关注。

消息面上,公司于近日宣布获得美国太空军授予的一份价值3.97亿美元的重要合同。根据合同内容,Rocket Lab将为“天基空中移动目标指示”项目建造并发射一系列“扁平卫星”,用于实时探测和跟踪空中威胁。这已是公司近期从太空军获得的第二份重大国防订单,此前于7月底已获得一份2.66亿美元的导弹防御多次发射合同。密集落地的国防合同彰显了公司在航天领域的强大竞争力,成为股价上涨的核心催化剂。

此外,公司即将发布二季度财报,市场普遍持乐观预期。上季度营收同比增长63.46%至2.00亿美元,毛利率达到38.18%,多家机构对公司前景持建设性看法。期权市场也出现约41万美元的远月看涨大单,资金情绪明显偏多。重大合同持续积累叠加财报乐观预期,共同提振了市场做多情绪。

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