SpaceX创纪录IPO提振商业航天板块蓝思科技(06613)涨4.59%

金吾财讯

Jun 15

金吾财讯 | 受SpaceX创纪录IPO提振，商业航天板块集体高开，蓝思科技(06613)涨4.59%，钧达股份(02865)涨2.46%，航天控股(00031)涨1.39%，西锐(02507)涨1.08%，中航科工(02357)涨0.64%，金风科技(02208)涨0.44%，拓璞数控(07688)涨0.36%。中信建投研究表示，SpaceX以1.75万亿美元估值登陆纳斯达克，募资750亿美元，市值首日突破2万亿，成全球第七大科技公司，缔造历史最大IPO。其星链、可复用火箭与太空AI三大业务验证商业闭环，推动太空经济商业化进程加速。2026年我国多款液体火箭将密集首飞及回收试验，有望大幅降低发射成本，加速星座建设。建议关注：1）火箭环节：发动机、箭体结构等高壁垒领域；2）卫星环节：载荷、天线及激光通信终端；3）地面设备：民用终端及手机直连技术；4）运营服务：具备稀缺牌照资质的公司。中信证券表示，6月12日SpaceX在纳斯达克上市，料将有力支撑SpaceX火箭和卫星迭代，并开拓包括太空算力在内的AI广阔空间。尽管由于商业火箭客观特点，国内可回收等发射节奏时有波动，但更需看到可回收技术突破后产业能够实现指数级别增长的潜力，以及太空算力更广阔的产业空间，聚焦“核心资产”及“通胀环节”。

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href=\"https://laohu8.com/S/300433\">蓝思科技</a>(06613)涨4.59%，<a href=\"https://laohu8.com/S/002865\">钧达股份</a>(02865)涨2.46%，<a href=\"https://laohu8.com/S/00031\">航天控股</a>(00031)涨1.39%，<a href=\"https://laohu8.com/S/02507\">西锐</a>(02507)涨1.08%，<a href=\"https://laohu8.com/S/02357\">中航科工</a>(02357)涨0.64%，<a href=\"https://laohu8.com/S/002202\">金风科技</a>(02208)涨0.44%，<a href=\"https://laohu8.com/S/07688\">拓璞数控</a>(07688)涨0.36%。<a href=\"https://laohu8.com/S/601066\">中信建投</a>研究表示，SpaceX以1.75万亿美元估值登陆纳斯达克，募资750亿美元，市值首日突破2万亿，成全球第七大科技公司，缔造历史最大IPO。其星链、可复用火箭与太空AI三大业务验证商业闭环，推动太空经济商业化进程加速。2026年我国多款液体火箭将密集首飞及回收试验，有望大幅降低发射成本，加速<a href=\"https://laohu8.com/S/STZ\">星座</a>建设。建议关注：1）火箭环节：发动机、箭体结构等高壁垒领域；2）卫星环节：载荷、天线及激光通信终端；3）地面设备：民用终端及手机直连技术；4）运营服务：具备稀缺牌照资质的公司。<a href=\"https://laohu8.com/S/600030\">中信证券</a>表示，6月12日SpaceX在纳斯达克上市，料将有力支撑SpaceX火箭和卫星迭代，并开拓包括太空算力在内的AI广阔空间。尽管由于商业火箭客观特点，国内可回收等发射节奏时有波动，但更需看到可回收技术突破后产业能够实现指数级别增长的潜力，以及太空算力更广阔的产业空间，聚焦“核心资产”及“通胀环节”。</p></body></html>","source":null,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-06-15 09:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 受SpaceX创纪录IPO提振，商业航天板块集体高开，<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>(06613)涨4.59%，<a href=\"https://laohu8.com/S/002865\">钧达股份</a>(02865)涨2.46%，<a href=\"https://laohu8.com/S/00031\">航天控股</a>(00031)涨1.39%，<a href=\"https://laohu8.com/S/02507\">西锐</a>(02507)涨1.08%，<a href=\"https://laohu8.com/S/02357\">中航科工</a>(02357)涨0.64%，<a href=\"https://laohu8.com/S/002202\">金风科技</a>(02208)涨0.44%，<a href=\"https://laohu8.com/S/07688\">拓璞数控</a>(07688)涨0.36%。<a href=\"https://laohu8.com/S/601066\">中信建投</a>研究表示，SpaceX以1.75万亿美元估值登陆纳斯达克，募资750亿美元，市值首日突破2万亿，成全球第七大科技公司，缔造历史最大IPO。其星链、可复用火箭与太空AI三大业务验证商业闭环，推动太空经济商业化进程加速。2026年我国多款液体火箭将密集首飞及回收试验，有望大幅降低发射成本，加速<a href=\"https://laohu8.com/S/STZ\">星座</a>建设。建议关注：1）火箭环节：发动机、箭体结构等高壁垒领域；2）卫星环节：载荷、天线及激光通信终端；3）地面设备：民用终端及手机直连技术；4）运营服务：具备稀缺牌照资质的公司。<a href=\"https://laohu8.com/S/600030\">中信证券</a>表示，6月12日SpaceX在纳斯达克上市，料将有力支撑SpaceX火箭和卫星迭代，并开拓包括太空算力在内的AI广阔空间。尽管由于商业火箭客观特点，国内可回收等发射节奏时有波动，但更需看到可回收技术突破后产业能够实现指数级别增长的潜力，以及太空算力更广阔的产业空间，聚焦“核心资产”及“通胀环节”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1170","symbol_name":"电子元件","start_time":0,"source_url":"1983743","article_id":"2643225432","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2643225432","pubTimestamp":1781486830,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 受SpaceX创纪录IPO提振，商业航天板块集体高开，蓝思科技 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受SpaceX创纪录IPO提振，商业航天板块集体高开，蓝思科技(06613)涨4.59%，钧达股份(02865)涨2.46%，航天控股(00031)涨1.39%，西锐(02507)涨1.08%，中航科工(02357)涨0.64%，金风科技(02208)涨0.44%，拓璞数控(07688)涨0.36%。中信建投研究表示，SpaceX以1.75万亿美元估值登陆纳斯达克，募资750亿美元，市值首日突破2万亿，成全球第七大科技公司，缔造历史最大IPO。其星链、可复用火箭与太空AI三大业务验证商业闭环，推动太空经济商业化进程加速。2026年我国多款液体火箭将密集首飞及回收试验，有望大幅降低发射成本，加速星座建设。建议关注：1）火箭环节：发动机、箭体结构等高壁垒领域；2）卫星环节：载荷、天线及激光通信终端；3）地面设备：民用终端及手机直连技术；4）运营服务：具备稀缺牌照资质的公司。中信证券表示，6月12日SpaceX在纳斯达克上市，料将有力支撑SpaceX火箭和卫星迭代，并开拓包括太空算力在内的AI广阔空间。尽管由于商业火箭客观特点，国内可回收等发射节奏时有波动，但更需看到可回收技术突破后产业能够实现指数级别增长的潜力，以及太空算力更广阔的产业空间，聚焦“核心资产”及“通胀环节”。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}