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太空概念股盘初普升 Rocket Lab（RKLB）涨4.88%、SpaceX（SPCX）涨2.61%

金吾财讯
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金吾财讯 | 美股太空概念股盘初普升，截至发稿，Intuitive Machines（LUNR）涨5.58%，Telesat（TSAT）涨5.06%，Rocket Lab（RKLB）涨4.88%，York Space Systems（YSS）涨5.03%，Black Sky Technology（BKSY）涨2.98%，SpaceX（SPCX）涨2.61%，AST SpaceMobile（ASTS）涨2.24%，Firefly Aerospace（FLY）涨2.06%。消息面上，高盛集团在其最新发布的研报《第二个太空时代》中指出，受发射成本下降及公私资本大举涌入的推动，太空产业正从政府主导的前沿探索领域，加速演变为“工业经济的新支柱”与具有独立供应链和产业节点的机构资产类别。高盛预测，到2035年全球太空经济规模将达到1.8万亿美元。投融资数据显示，2025年全球太空生态系统吸引了超过550亿美元的投资，而2026年第一季度单季投资额更创下360亿美元的历史新高。高盛分析认为，太空产业化的下一阶段需在发射能力、卫星智造厂、月球基础设施、天基数据平台及高可靠性通信网络等领域投入巨额前期资本。在此背景下，融资能力本身已演化为核心竞争壁垒。具备高超技术执行力与公开市场信誉的企业，将更有能力扩大经营规模、整合行业资源并突破轨道经济的发展瓶颈。

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