看不懂的SOL|5月 19, 2026 09:00
SpaceX is about to land on NASDAQ on June 12th, and its IPO will significantly drive the heat of the entire commercial aerospace sector.
The following are the four main targets that are currently listed on the US stock market and worth paying attention to:
1. Rocket Lab (RKLB) - the most authentic rocket launch company
Core business: Electron small rocket launch, Neutron medium rocket development, and satellite platform.
Highlight: Launch contracts continue to increase, and an important milestone is expected in 2026.
Suitable for investors who pursue high growth elasticity (high volatility, need to pay attention to project implementation).
2. AST SpaceMobile (ASTS) - a leading satellite connected mobile phone company
Core business: Direct connection of mobile phones to satellite networks (BlueBird constellation) without the need for dedicated terminals.
Highlight: The FCC has approved the 248 satellite program, with deep cooperation with AT&T and Verizon, and will enter the commercial stage in 2026.
Suitable for long-term investors who are optimistic about the satellite communication revolution (not yet profitable, high execution risk).
3. Amazon (AMZN) - satellite Internet giant
Core business: Project Kuiper (Leo constellation), which has deployed hundreds of satellites, combined with cloud services, Globalstar network, and Apple cooperation.
Highlight: Strong financial resources and ample room for long-term imagination.
Suitable for investors who wish to participate steadily in the aerospace sector (with limited short-term contributions but low risk).
Redwire (RDW) - Aerospace Infrastructure Supplier
Core business: aerospace hardware manufacturing, antenna RF systems, national defense space infrastructure.
Highlight: Record breaking order backlog, steady growth in contracts with NASA and other agencies.
Suitable for investors who are interested in the aerospace supply chain (with small market capitalization and large fluctuations in profit margins).
Summary of investment ideas:
Maximum elasticity: RKLB (Individual Ambush) ASTS
Steady Participation: AMZN
Supply Chain Layout: RDW
After SpaceX goes public, the commercial space race is expected to heat up collectively. These stocks provide an instant participation channel for ordinary investors, allowing them to share industry dividends and diversify individual risks. However, the aerospace industry has high technological barriers, high execution uncertainty, and high valuations. It is recommended to focus on tracking launch progress, contract implementation, and quarterly financial reports.
Share To
HotFlash
APP
X
Telegram
CopyLink