集体大涨！特朗普，刚刚签了！

Group 1: Space Exploration and Commercial Opportunities - The executive order signed by President Trump mandates a return to the Moon by 2028 and the establishment of initial facilities for a permanent lunar outpost by 2030, aiming to stimulate private sector innovation and investment [1][2] - The order includes directives for upgrading launch infrastructure and developing commercial pathways to replace the International Space Station by 2030 [1][2] - The confirmation of Jared Isaacman as the NASA Administrator is seen as a positive development for commercial space companies like SpaceX, which may benefit from increased government support and funding [2][3] Group 2: Financial Implications and Market Reactions - Following the announcement of the executive order, U.S. commercial space stocks experienced significant gains, with Rocket LAB USA rising over 11%, AST SpaceMobile increasing by 6.58%, and Howmet Aerospace up by 3.56% [1] - SpaceX is reportedly planning an internal share sale with a valuation of $800 billion, potentially becoming the highest-valued private company, which could attract new investors and positively impact Tesla's stock as well [3] - Historical trends suggest that major milestones achieved by Musk's companies often boost investor confidence across related sectors, indicating a potential ripple effect on Tesla from SpaceX's upcoming IPO [3] Group 3: Defense Authorization and Budgetary Considerations - The signing of the $901 billion defense authorization bill for fiscal year 2026 includes provisions for military pay increases and support for border security initiatives [4][5] - The bill also allocates $400 million annually to Ukraine for military assistance over the next two years and includes measures to enhance missile defense systems [5] - The defense authorization bill serves as a guiding document for U.S. defense spending and policy, reflecting the government's commitment to military readiness and international support [5]