异动解读 | SpaceX IPO预期与军事合同利好,Redwire Corp.盘中大涨5.08%

异动解读
Yesterday

Redwire Corp.今日盘中大涨5.08%,引起了市场的广泛关注。

消息面上,SpaceX上周提交首次公开募股申请,估值或高达2万亿美元,计划筹集750亿美元,市场对太空经济的乐观预期持续升温,带动太空概念股集体走强。

同时,Redwire近期接连获得北约成员国多年期企鹅Mk3战术无人机系统合同及美国陆军价值1500万美元的Stalker无人机训练订单,这是八个月内第三笔类似订单,累计金额达2480万美元,公司积压订单大幅攀升,为未来营收提供了较强可见性。

行业层面,航天航空与国防板块整体表现积极,板块共振进一步支撑了Redwire的股价走强。

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