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Boeing Co.、Lockheed Martin、Northrop Grumman及L3Harris Technologies，这几家公司的股票代码

赶上马斯克的火箭！SpaceX拟6月上市，太空主题ETF单季流入额创2019年来新高

据媒体报道，SpaceX已秘密提交IPO申请，目标估值已上调至逾2万亿美元，最早于今年6月挂牌上市。太空主题基金Procure Space ETF今年一季度吸金近1.75亿美元，创下该基金2019年成立以来的单季最高流入纪录；该ETF间接持有SpaceX的少量股权。

赶上马斯克的火箭！SpaceX拟6月上市，太空主题ETF单季流入额创2019年来新高

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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Corp.间接持有SpaceX的少量股权</strong>，后者持有这家马斯克创立公司的小额股份。</p>\n<p>&#34;围绕这只可能创史上最大规模IPO的股票，市场狂热情绪正在产生切实影响，&#34;Osaic Holdings首席市场策略师Philip Blancato表示。作为Procure Space ETF的第15大机构持有人，他透露其投资咨询公司正收到大量客户咨询，寻求接触SpaceX相关投资机会。</p>\n<p>Miller Tabak + Co.首席市场策略师Matt Maley将此轮热潮直接归因于SpaceX上市临近以及马斯克的明星效应。&#34;知名富豪纷纷投身太空领域，这让该赛道获得了数十年来从未有过的市场关注度，&#34;他说。</p>\n<h2><strong>太空概念股今年跑赢主要指数</strong></h2>\n<p>在美银追踪的太空概念股篮子中，涨幅最为突出的是卫星地球<a href=\"https://laohu8.com/S/300826\">测绘</a>公司<a href=\"https://laohu8.com/S/SATL\">Satellogic</a> Inc.，年内涨幅接近280%。</p>\n<p>该公司背后有Steven Mnuchin旗下Liberty Strategic Capital及Cantor Fitzgerald LP的背书，后者由美国商务部长Howard Lutnick的子女掌管。</p>\n<p>其他涨幅显著的个股包括卫星通信企业Iridium Communications Inc.及Planet Labs PBC。</p>\n<p>这一强势表现与大盘形成鲜明对比——标普500指数年内下跌3.4%，纳斯达克100指数下跌4.2%，而太空概念股篮子整体上涨23%。</p>\n<h2><strong>太空竞赛2.0：月球开发与国家战略提供长期支撑</strong></h2>\n<p>除SpaceX上市预期之外，全球太空竞赛的升温也为板块提供了更深层的基本面支撑。</p>\n<p>NASA阿尔忒弥斯二号任务的四名宇航员近期乘坐飞船完成了50余年来人类首次奔月航行，并于本周一创下人类史上飞行距离最远的纪录。与此同时，中美两国均在投入数十亿美元推进载人登月计划，进一步激活了整个行业的投资热度。</p>\n<p>&#34;一场真正意义上的太空竞赛2.0正在上演，核心问题是谁将率先在月球上建立永久基地，&#34;Chanin表示。</p>\n<p>阿尔忒弥斯二号任务的主要承包商包括Boeing Co.、<a href=\"https://laohu8.com/S/LMT\">Lockheed</a> Martin、Northrop Grumman及L3Harris Technologies，这些企业同时也是美国军方的核心国防承包商，太空与国防两条赛道的高度重叠，进一步拓宽了该板块的投资逻辑。</p>\n<p>Blancato指出，这一代太空投资与过去的国防逻辑已截然不同：&#34;你不再是在造枪炮和炸弹，而是在建造卫星和无人机，这与我们以往的思维方式完全不同。&#34;</p>\n<h2><strong>投资焦点转移：从太空旅游到卫星、数据中心与月球基建</strong></h2>\n<p>尽管太空板块整体升温，但投资者关注的细分领域已发生显著迁移。</p>\n<p>Chanin表示，数年前吸引眼球的太空旅游概念，包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人Jeff Bezos旗下Blue Origin及Richard Branson创立的Virgin Galactic Holdings，已逐渐淡出市场焦点。</p>\n<p>投资者的目光正转向卫星、通信技术，以及太空数据中心、月球基础设施等新兴领域。</p>\n<p>这一趋势折射出市场对太空经济商业化路径的重新定价：从早期以太空旅游为噱头的概念炒作，向具备实质商业模式和国家战略背书的硬科技基础设施转变。</p>\n<p>Philip Blancato坦言，即便是五年前，投资Procure Space ETF这类太空主题基金在他看来还是&#34;疯狂&#34;的想法——但现在，随着各国政府刺激政策持续加码，他的看法已彻底改变。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>赶上马斯克的火箭！SpaceX拟6月上市，太空主题ETF单季流入额创2019年来新高</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n赶上马斯克的火箭！SpaceX拟6月上市，太空主题ETF单季流入额创2019年来新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-07 22:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SpaceX即将登陆公开市场的消息，正在引发一场席卷太空概念股的资金热潮。</p>\n<p>据彭博援引知情人士透露，<strong>SpaceX已秘密提交IPO申请，目标估值已上调至逾2万亿美元，最早可能于今年6月挂牌上市。</strong></p>\n<p>这一消息点燃了投资者进场热情——<strong>太空主题基金<a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>今年一季度吸金近1.75亿美元，创下该基金2019年成立以来的单季最高流入纪录。</strong></p>\n<p><strong>Procure Space ETF目前已通过Charlie Ergen旗下卫星及互联网服务商EchoStar Corp.间接持有SpaceX的少量股权。</strong></p>\n<p>与此同时，美银美林追踪的美国太空概念股篮子今年以来已上涨23%，大幅跑赢<a href=\"https://laohu8.com/S/161125\">标普500</a>指数下跌3.4%及纳斯达克100指数下跌4.2%的表现。</p>\n<h2><strong>SpaceX效应：万亿估值吸引资金涌入太空赛道</strong></h2>\n<p>SpaceX的上市预期，是本轮太空板块资金热潮的核心驱动力。</p>\n<p>据彭博汇编的数据显示，Procure Space ETF今年一季度录得近1.75亿美元净流入，为2019年成立以来最高单季水平。<strong>该基金市值约4.15亿美元，相较流入规模而言体量并不庞大，足见此次资金涌入的集中程度。</strong></p>\n<p>ProcureAM首席执行官Andrew Chanin表示，<strong>Procure Space ETF目前已通过Charlie Ergen旗下卫星及互联网服务商EchoStar Corp.间接持有SpaceX的少量股权</strong>，后者持有这家马斯克创立公司的小额股份。</p>\n<p>&#34;围绕这只可能创史上最大规模IPO的股票，市场狂热情绪正在产生切实影响，&#34;Osaic Holdings首席市场策略师Philip Blancato表示。作为Procure Space ETF的第15大机构持有人，他透露其投资咨询公司正收到大量客户咨询，寻求接触SpaceX相关投资机会。</p>\n<p>Miller Tabak + Co.首席市场策略师Matt Maley将此轮热潮直接归因于SpaceX上市临近以及马斯克的明星效应。&#34;知名富豪纷纷投身太空领域，这让该赛道获得了数十年来从未有过的市场关注度，&#34;他说。</p>\n<h2><strong>太空概念股今年跑赢主要指数</strong></h2>\n<p>在美银追踪的太空概念股篮子中，涨幅最为突出的是卫星地球<a href=\"https://laohu8.com/S/300826\">测绘</a>公司<a href=\"https://laohu8.com/S/SATL\">Satellogic</a> Inc.，年内涨幅接近280%。</p>\n<p>该公司背后有Steven Mnuchin旗下Liberty Strategic Capital及Cantor Fitzgerald LP的背书，后者由美国商务部长Howard Lutnick的子女掌管。</p>\n<p>其他涨幅显著的个股包括卫星通信企业Iridium Communications Inc.及Planet Labs PBC。</p>\n<p>这一强势表现与大盘形成鲜明对比——标普500指数年内下跌3.4%，纳斯达克100指数下跌4.2%，而太空概念股篮子整体上涨23%。</p>\n<h2><strong>太空竞赛2.0：月球开发与国家战略提供长期支撑</strong></h2>\n<p>除SpaceX上市预期之外，全球太空竞赛的升温也为板块提供了更深层的基本面支撑。</p>\n<p>NASA阿尔忒弥斯二号任务的四名宇航员近期乘坐飞船完成了50余年来人类首次奔月航行，并于本周一创下人类史上飞行距离最远的纪录。与此同时，中美两国均在投入数十亿美元推进载人登月计划，进一步激活了整个行业的投资热度。</p>\n<p>&#34;一场真正意义上的太空竞赛2.0正在上演，核心问题是谁将率先在月球上建立永久基地，&#34;Chanin表示。</p>\n<p>阿尔忒弥斯二号任务的主要承包商包括Boeing Co.、<a href=\"https://laohu8.com/S/LMT\">Lockheed</a> Martin、Northrop Grumman及L3Harris Technologies，这些企业同时也是美国军方的核心国防承包商，太空与国防两条赛道的高度重叠，进一步拓宽了该板块的投资逻辑。</p>\n<p>Blancato指出，这一代太空投资与过去的国防逻辑已截然不同：&#34;你不再是在造枪炮和炸弹，而是在建造卫星和无人机，这与我们以往的思维方式完全不同。&#34;</p>\n<h2><strong>投资焦点转移：从太空旅游到卫星、数据中心与月球基建</strong></h2>\n<p>尽管太空板块整体升温，但投资者关注的细分领域已发生显著迁移。</p>\n<p>Chanin表示，数年前吸引眼球的太空旅游概念，包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人Jeff Bezos旗下Blue Origin及Richard Branson创立的Virgin Galactic Holdings，已逐渐淡出市场焦点。</p>\n<p>投资者的目光正转向卫星、通信技术，以及太空数据中心、月球基础设施等新兴领域。</p>\n<p>这一趋势折射出市场对太空经济商业化路径的重新定价：从早期以太空旅游为噱头的概念炒作，向具备实质商业模式和国家战略背书的硬科技基础设施转变。</p>\n<p>Philip Blancato坦言，即便是五年前，投资Procure Space ETF这类太空主题基金在他看来还是&#34;疯狂&#34;的想法——但现在，随着各国政府刺激政策持续加码，他的看法已彻底改变。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8bf1cc630e122f8e4385d74d18c3715","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","TSLG":"2倍做多TSLA ETF-Leverage Shares","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4612":"AI芯片","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","TSLI":"2倍做多TSLA ETF-ProShares","TSLL":"2倍做多TSLA ETF-Direxion","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" 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INC"},"source_url":"https://wallstreetcn.com/articles/3769413","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2625956571","content_text":"SpaceX即将登陆公开市场的消息，正在引发一场席卷太空概念股的资金热潮。\n据彭博援引知情人士透露，SpaceX已秘密提交IPO申请，目标估值已上调至逾2万亿美元，最早可能于今年6月挂牌上市。\n这一消息点燃了投资者进场热情——太空主题基金Procure Space ETF今年一季度吸金近1.75亿美元，创下该基金2019年成立以来的单季最高流入纪录。\nProcure Space ETF目前已通过Charlie Ergen旗下卫星及互联网服务商EchoStar Corp.间接持有SpaceX的少量股权。\n与此同时，美银美林追踪的美国太空概念股篮子今年以来已上涨23%，大幅跑赢标普500指数下跌3.4%及纳斯达克100指数下跌4.2%的表现。\nSpaceX效应：万亿估值吸引资金涌入太空赛道\nSpaceX的上市预期，是本轮太空板块资金热潮的核心驱动力。\n据彭博汇编的数据显示，Procure Space ETF今年一季度录得近1.75亿美元净流入，为2019年成立以来最高单季水平。该基金市值约4.15亿美元，相较流入规模而言体量并不庞大，足见此次资金涌入的集中程度。\nProcureAM首席执行官Andrew Chanin表示，Procure Space ETF目前已通过Charlie Ergen旗下卫星及互联网服务商EchoStar Corp.间接持有SpaceX的少量股权，后者持有这家马斯克创立公司的小额股份。\n\"围绕这只可能创史上最大规模IPO的股票，市场狂热情绪正在产生切实影响，\"Osaic Holdings首席市场策略师Philip Blancato表示。作为Procure Space ETF的第15大机构持有人，他透露其投资咨询公司正收到大量客户咨询，寻求接触SpaceX相关投资机会。\nMiller Tabak + Co.首席市场策略师Matt Maley将此轮热潮直接归因于SpaceX上市临近以及马斯克的明星效应。\"知名富豪纷纷投身太空领域，这让该赛道获得了数十年来从未有过的市场关注度，\"他说。\n太空概念股今年跑赢主要指数\n在美银追踪的太空概念股篮子中，涨幅最为突出的是卫星地球测绘公司Satellogic Inc.，年内涨幅接近280%。\n该公司背后有Steven Mnuchin旗下Liberty Strategic Capital及Cantor Fitzgerald LP的背书，后者由美国商务部长Howard Lutnick的子女掌管。\n其他涨幅显著的个股包括卫星通信企业Iridium Communications Inc.及Planet Labs PBC。\n这一强势表现与大盘形成鲜明对比——标普500指数年内下跌3.4%，纳斯达克100指数下跌4.2%，而太空概念股篮子整体上涨23%。\n太空竞赛2.0：月球开发与国家战略提供长期支撑\n除SpaceX上市预期之外，全球太空竞赛的升温也为板块提供了更深层的基本面支撑。\nNASA阿尔忒弥斯二号任务的四名宇航员近期乘坐飞船完成了50余年来人类首次奔月航行，并于本周一创下人类史上飞行距离最远的纪录。与此同时，中美两国均在投入数十亿美元推进载人登月计划，进一步激活了整个行业的投资热度。\n\"一场真正意义上的太空竞赛2.0正在上演，核心问题是谁将率先在月球上建立永久基地，\"Chanin表示。\n阿尔忒弥斯二号任务的主要承包商包括Boeing Co.、Lockheed Martin、Northrop Grumman及L3Harris Technologies，这些企业同时也是美国军方的核心国防承包商，太空与国防两条赛道的高度重叠，进一步拓宽了该板块的投资逻辑。\nBlancato指出，这一代太空投资与过去的国防逻辑已截然不同：\"你不再是在造枪炮和炸弹，而是在建造卫星和无人机，这与我们以往的思维方式完全不同。\"\n投资焦点转移：从太空旅游到卫星、数据中心与月球基建\n尽管太空板块整体升温，但投资者关注的细分领域已发生显著迁移。\nChanin表示，数年前吸引眼球的太空旅游概念，包括亚马逊创始人Jeff Bezos旗下Blue Origin及Richard Branson创立的Virgin Galactic Holdings，已逐渐淡出市场焦点。\n投资者的目光正转向卫星、通信技术，以及太空数据中心、月球基础设施等新兴领域。\n这一趋势折射出市场对太空经济商业化路径的重新定价：从早期以太空旅游为噱头的概念炒作，向具备实质商业模式和国家战略背书的硬科技基础设施转变。\nPhilip Blancato坦言，即便是五年前，投资Procure Space ETF这类太空主题基金在他看来还是\"疯狂\"的想法——但现在，随着各国政府刺激政策持续加码，他的看法已彻底改变。","news_type":1,"symbols_score_info":{"CRSH":0.6,"TLA":0.6,"TSLL":0.6,"TSLZ":0.6,"TSLO":0.6,"TSLR":0.6,"TSLY":0.6,"UFO":2.1,"TEST":0.6,"TSL":0.6,"07766":0.6,"TSYY":0.6,"TESL":0.6,"TSLI":0.6,"TSLS":0.6,"TSLP":0.6,"TSLG":0.6,"TSLW":0.6,"TSDD":0.6,"TSII":0.6,"TSLQ":0.6,"TSLT":0.6}},"isVote":1,"tweetType":1,"viewCount":680,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BA","LMT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":83,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}