$Intuitive Machines(LUNR)$$Firefly Aerospace(FLY)$ NASA is now committed to a permanent Moon base and will never again abandon the lunar surface. In a major rethink of the Artemis program, Jared has laid out a concrete three-phase plan: up to 15 robotic landers will firs...
$Firefly Aerospace(FLY)$ NEWS: NASA Administrator Jared Isaacman announced today a $20 billion plan to build a permanent U.S. base on the Moon over the next 7 years. NASA is cancelling plans to deploy a space station in lunar orbit. “NASA is committed to achieving the ne...
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八韭特科
03-16 13:11
🚀 先说结论:按风险偏好不同,答案不同。 我把整个赛道分四层梳理: 🏗️ 赛道背景:为什么今年特别重要 2026年太空股成为市场追捧最凶猛的主题之一,背后有三大驱动力:SpaceX传出IPO消息、国防预算急速扩张、商业卫星需求爆炸。 Morgan Stanley 预测全...
视频来自:Why the Moon Could Be a Multibillion-Dollar Business | Bloomberg Primer 总结:目前太空经济主要份额来自于卫星和通讯服务,和月球相关的,比如登月机械,以及月表(外形表面)建设/能源设备还是很早期的市场。地球上的事儿还没整明白,月球也开始弄上了。 了解个整体的产业...