Group 1 - The core viewpoint emphasizes the importance of increasing investment in the commercial aerospace sector, highlighting the potential for a spring market rally in 2026, with a recommendation to gradually increase positions in high-quality leading companies within this sector [1][2] - The report notes that the computer sector has seen a 16.89% increase since the beginning of 2025, ranking 16th out of 31 in the TMT sector, indicating a need for strategic positioning in high-growth areas [1] - The commercial aerospace industry is experiencing significant changes, including successful launches and IPO advancements, suggesting a growing market opportunity that should be closely monitored [2] Group 2 - The report provides a detailed analysis of SpaceX as a benchmark for global commercial aerospace, indicating its role in shaping industry standards and practices [2]
【兴证计算机】一文看懂全球商业航天标杆SpaceX
兴业计算机团队·2025-12-28 11:16