Rocket Lab——从小火箭之王到太空基建总包商,被低估的航天第二极

华尔街见闻
Jan 26

在马斯克的SpaceX聚光灯之外,一家从新西兰起步的公司正在悄然构建仅次于前者的航天全产业链护城河。据国金证券分析师陈矣骄发布的深度研报指出,Rocket Lab正处于企业生命周期的关键拐点。这家公司不再仅仅是把卫星送上天的“快递员”,而是正在成为太空基础设施的一站式总包商。战略重估:不仅仅是“迷你版 SpaceX”Rocket Lab 的核心愿景已不再局限于将载荷送入轨道,而是重塑太空接入与应用...

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