Redwire Corp.（股票代码：RDW）今日盘中大涨9.62%，引起了市场的广泛关注。
消息面上，太空探索技术公司SpaceX上周提交了首次公开募股申请，市场预期其估值可能高达2万亿美元，并计划筹集至少750亿美元资金，这一消息显著提振了市场对整个太空经济板块的乐观情绪。与此同时，Redwire公司自身的基本面也传来重大利好，近期接连获得重要军事合同，包括一份来自北约成员国的多年期“高八位数”企鹅Mk3战术无人机系统合同，以及美国陆军价值1500万美元的Stalker无人机后续训练订单。这些合同的落地使得公司积压订单大幅攀升，为未来营收提供了较强的可见性，增强了投资者信心。
行业层面，美国国家航空航天局（NASA）于近期正式公布了月球基地建设的三阶段路线图，进一步强化了行业政策预期。航天航空与国防板块整体氛围积极，在SpaceX IPO预期的带动下，板块内多只股票同步走强，形成了板块共振效应，进一步助推了Redwire的股价表现。
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