利空突袭！美股商业航天概念股集体大跌

Core Viewpoint - The commercial aerospace sector in the U.S. stock market has experienced a significant sell-off, with major stocks like Sidus Space, Rocket LAB USA, and AST SpaceMobile facing substantial declines due to concerns over high valuations and ongoing shareholder sell-offs [1][2]. Group 1: Stock Performance - On December 26, commercial aerospace stocks saw a collective drop, with Sidus Space down 12.27%, Rocket LAB USA down 8.46%, and AST SpaceMobile down 7.82% [2]. - Sidus Space's stock initially surged over 53% during the day, reaching its highest level since January, before plummeting to close significantly lower [2]. - Year-to-date, AST SpaceMobile and Rocket LAB USA have seen stock price increases of 241% and 177%, respectively, compared to a 17.5% rise in the S&P benchmark index [2]. Group 2: Market Concerns - Analysts have expressed worries about the overvaluation of commercial aerospace stocks, particularly highlighting AST SpaceMobile's high price relative to its financial targets amid repeated launch delays [2]. - Significant shareholder sell-offs have been noted, with Rocket LAB USA reporting that seven major shareholders collectively sold 2.67 million shares in the past three months [2]. Group 3: NASA Developments - NASA's new administrator, Jared Isaacman, announced plans for the U.S. to return to the Moon within three years, emphasizing the importance of lunar exploration for economic and national security [5][6]. - Isaacman highlighted opportunities on the Moon, including the potential for constructing space data centers and mining helium-3, which could be crucial for future nuclear fusion energy [6]. - NASA is collaborating with several contractors, including SpaceX and Blue Origin, on the Artemis lunar program, which aims to prepare for future Mars missions [6][7].