Tema太空创新ETF(NASA)今日夜盘时段大跌5.01%，市场波动显著。
消息面上，太空领域相关新闻集中涌现。美国国家航空航天局(NASA)公布了月球基地建设三阶段路线图，进一步细化未来在月球南极地区建设长期驻留设施的发展目标和实施路径。同时，SpaceX获得美国太空军一份价值约20亿美元的合同，将为“空间数据网络骨干”项目制造卫星。此外，恒生港美科技指数宣布将纳入SpaceX。
然而，引发市场担忧的焦点在于地缘政治层面。有消息指出，“星链”卫星互联网服务被指服务于美国针对伊朗的军事行动，用以引导无人机。这一消息叠加了近期美伊关系的紧张态势，市场担忧太空技术军事化应用可能加剧地缘政治风险，从而影响了以太空探索为主题的ETF表现。
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