Rocket Lab USA, Inc.（股票代码：RKLB）今日盘中股价大幅下跌5.05%，引起了市场的关注。
消息面上，根据一份深度分析报告，公司正在开发的中型火箭Neutron（中子号）的首飞时间已推迟至2026年第一季度。首席执行官Peter Beck强调此举是为了确保“首飞即入轨”，避免技术风险，但市场可能对此研发进度延迟感到担忧。此外，报告指出，公司目前的亏损主要源于对Neutron火箭的高强度研发投入，这或许加剧了投资者对短期盈利压力的顾虑。
报告同时分析了Rocket Lab从发射服务商向太空基础设施总包商的战略转型，并提到2026年将是全球商业航天的关键分水岭。尽管公司长期前景被看好，但关键项目的时间表调整可能触发了今日股价的短期波动。
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