马斯克超级计划曝光！商业航天异动，菲利华狂飙16%创历史新高！军工ETF华宝（512810）快速拉升冲击四连阳

新浪基金02-25

利好消息再度密集来袭，2月25日午后，商业航天概念突发异动，菲利华一度狂飙16%创历史新高，航天发展涨超6%。所在的军工板块整体拉升，高人气军工ETF华宝（512810）涨逾1%，日线冲击四连阳。　　据多家外媒报道，为更便捷部署专用于人工智能（AI）的数据中心卫星网络，SpaceX首席执行官马斯克有意在月球建造一台巨型电磁弹射装置和一座卫星组装厂，从月球用电磁弹射方式向地球轨道发射卫星。　　...

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Commercial aerospace changes, Philippines soared 16% to a record high! Military industry ETF Huabao (512810) quickly rose and hit four consecutive positives","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300395":1.95,"512810":1.92,"TSL":0.6,"TSLT":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLZ":0.6,"TSLS":0.6,"07766":0.6,"TLA":0.6,"TSLL":0.6,"TSLI":0.6,"TESL":0.6,"TSLO":0.6,"TSLY":0.6,"TSII":0.6,"CRSH":0.6,"TSLW":0.6,"TSLP":0.6,"TSDD":0.6,"TSYY":0.6,"TEST":0.6,"TSLG":0.6},"content_text":"利好消息再度密集来袭，2月25日午后，商业航天概念突发异动，菲利华一度狂飙16%创历史新高，航天发展涨超6%。所在的军工板块整体拉升，高人气军工ETF华宝（512810）涨逾1%，日线冲击四连阳。\n\n　　据多家外媒报道，为更便捷部署专用于人工智能（AI）的数据中心卫星网络，SpaceX首席执行官马斯克有意在月球建造一台巨型电磁弹射装置和一座卫星组装厂，从月球用电磁弹射方式向地球轨道发射卫星。\n　　国内消息，中国商业航天企业代表蓝箭航天宣布，我国重复使用火箭朱雀三号计划今年第二季度再次开展回收试验。如果朱雀三号一子级成功回收，将用于下一发朱雀三号火箭上，实现重复使用。\n　　政策面，《海南省推动“人工智能+”行动方案（2026—2028年）》发布，其中提出，推动人工智能技术在发射安全控制、卫星数据智能处理、航天制造智能检测等环节的示范应用。优化发射流程，提升卫星数据解译效率，保障航天产品质量，促进商业航天产业集聚与创新发展。\n　　机构指出，由于商业航天和商业航空国产化在未来五年需求增长的确定性高，且两条赛道制造端均为千亿级市场，有望持续获得市场青睐。\n　　【投军工，选“八一”】代码有“八一”的军工ETF华宝（512810）（原国防军工ETF）覆盖“大飞机、商业航天、低空经济、卫星导航、军工信息化、可控核聚变”等诸多热门主题，同时是融资融券+互联互通标的，是一键投资军工核心资产的高效工具。\n　　数据来源于沪深交易所、公开信息。\n　　注：投资者在申购或赎回基金份额时，申购赎回代理机构可按照不超过0.5%的标准收取佣金，其中包含证券交易所、登记机构等收取的相关费用。\n　　风险提示：军工ETF华宝被动跟踪中证军工指数，该指数基日为2004.12.31，发布于2013.12.26。文中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向，标的指数成份股构成根据该指数编制规则适时调整。基金管理人评估的军工ETF华宝的风险等级为R3-中风险，适宜平衡型（C3）及以上的投资者。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：高佳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2614772253","isCrawlerRequest":true}