本周观点市场方面，上周通信（申万）指数上涨3.69%，同期上证综指上涨0.37%，深证成指上涨1.26%。上周商业航天板块再次迎来大涨，重点事件包括：朱雀三号遥一火箭成功首飞，二级成功入轨、一级回收失利；长十二甲即将发射首飞并尝试可回收；12.4-12.5 上海松江卫星互联网产业生态大会召开；星网启动相控阵终端招标。周末产业利好消息频出，包括SpaceX 估值提升、卫星超级工厂投产、星网14 组...
Source Link本周观点市场方面，上周通信（申万）指数上涨3.69%，同期上证综指上涨0.37%，深证成指上涨1.26%。上周商业航天板块再次迎来大涨，重点事件包括：朱雀三号遥一火箭成功首飞，二级成功入轨、一级回收失利；长十二甲即将发射首飞并尝试可回收；12.4-12.5 上海松江卫星互联网产业生态大会召开；星网启动相控阵终端招标。周末产业利好消息频出，包括SpaceX 估值提升、卫星超级工厂投产、星网14 组...
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