Rocket Lab USA, Inc.（RKLB）今日盘中大涨7.62%，引起了市场的广泛关注。
消息面上，公司于5月7日盘后发布的第一季度财报表现炸裂，业绩全面超预期。财报显示，公司一季度实现营收2.003亿美元，创历史新高，同比大幅增长63.5%；GAAP毛利率达38.2%，同样创新高，且亏损显著收窄。此外，公司在手订单积压达到创纪录的22亿美元，环比增长20.2%，展现了强劲的未来收入能见度。
业务扩张方面，公司单季签署了31份Electron及HASTE发射合同与5份Neutron专用发射合同，创下单季合同数量新高，并签下了史上最大的多发火箭发射合同。同时，公司斩获了“黄金穹顶”国防大单，其HASTE高超音速测试火箭也拿下了1.9亿美元的国防合同，深度嵌入美国导弹防御架构，实现了商业航天与国防领域的双线加速扩张。
投行信心方面，德意志银行于5月12日将Rocket Lab的目标价从73美元大幅上调至120美元，并维持“买入”评级，进一步巩固了市场的做多信心。超预期的财务表现、创纪录的订单以及积极的机构评级共同推动了股价在盘中的强势上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.