太空概念板块盘初走高 铱星通讯(IRDM)涨21.35% 行业并购与指数纳入双重催化行情

金吾财讯
Jun 29

金吾财讯 | 太空概念盘初走高,铱星通讯 (IRDM) 涨 21.35%,卫讯公司 (VSAT) 涨 16.63%,Rocket Lab (RKLB) 涨 12.33%,Planet Labs PB (PL) 涨 10.94%,AST SpaceMobile (ASTS) 涨 9.48%,Firefly Aerospace (FLY) 涨 9.04%,维珍银河 (SPCE) 涨 5.68%,SpaceX (SPCX) 涨 3.58%。消息面上,Rocket Lab Corp.(RKLB)和铱星通讯(IRDM)周一宣布,双方已达成最终协议,Rocket Lab将以现金加股票的方式收购Iridium,企业价值约为80亿美元。此次收购将Rocket Lab的发射和卫星制造业务与铱星通讯的全球卫星通信网络、L波段频谱及合作伙伴生态系统相结合。合并后的公司将致力于自主设计、制造、发射并运营自己的卫星星座,同时扩大经常性通信收入。除此之外,7月7日开盘前,SpaceX将正式成为指数成分股。当前约有超过8000亿美元资金与纳斯达克100指数挂钩,摩根大通测算,此次纳入或将带来约43亿美元的被动资金流入,为该股提供新的需求来源。自6月12日完成上市以来,SpaceX已持续位列市场交易最活跃标的之一。

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