周三，新上市的太空概念股Starfighters Space(FJET.US)盘前反弹超10%，报14.37美元。该股近日剧烈震 荡，周一飙升371%后，周二又暴跌近60%。市场分析认为，较低的流通盘和投机性的商业前景是导致 股价极端波动的主要原因。该公司运营全球唯一商业超音速机队，虽通过IPO融资4000万美元，但财务 数据显示其近三年并无营业收入。 该公司的核心业务是开发名为"StarLaunch"的项目，计划利用这些能够以两倍音速(马赫2)飞行的喷气式 飞机，向太空部署卫星和小型有效载荷。此外，公司还为国防和私营部门提供飞行员与宇航员培训、飞 行中测试等服务。其现有客户包括洛克希德.马丁、通用电气(GE)、Innoveering、Space Florida以及美国 空军研究实验室。 ...

Core Viewpoint - Starfighters Space, a newly listed aerospace company, has experienced extreme stock price volatility, with a 371% surge followed by a nearly 60% drop, attributed to low float and speculative business prospects [1][3][5] Group 1: Stock Performance - The stock price of Starfighters Space started trading at an IPO price of $3.59, reaching a high of $31.50 after a 371% increase on December 22, but then plummeting to $12.94 the following day, erasing most of the gains [3][5] - The company raised $40 million through its IPO, but its stock has been characterized by significant fluctuations, making it one of the most watched small-cap stocks in the market [5][7] Group 2: Factors Behind Volatility - The extreme stock price movements are primarily due to the company's low public float, with only 11.1 million shares available out of a total of 21.7 million shares, leading to disproportionate price changes from moderate trading volumes [7] - Financially, Starfighters Space has not recorded any revenue in the past three years and reported a loss of $7.9 million for 2024, making it a speculative investment reliant on future expectations rather than current performance [7][9] Group 3: Business Model and Market Position - Starfighters Space operates the world's only commercial supersonic fleet, consisting of seven Lockheed F-104 Starfighters, and is based at NASA's Kennedy Space Center [9] - The company's core project, "StarLaunch," aims to deploy satellites and small payloads into space using its supersonic jets, while also providing training and testing services for defense and private sectors [9] - The growing interest in aerospace investments is reflected in the market, with other space companies also seeing significant stock performance, indicating a broader trend that may benefit Starfighters Space [9]

商业航空航天正在成为资本市场角逐的焦点，一家名为Starfighters Space的航空航天公司在上市首周便以其惊人的股价波动吸引 了整个市场的目光。 12月22日周一，Starfighters Space（FJET）一度暴涨371%，收盘价达到31.50美元。这种剧烈的价格波动发生在该公司上周完成 首次公开募股（IPO）之后，其在纽约证券交易所美国板上市，通过A类发行筹集了4000万美元资金。 不过，大涨过后便是股价过山车。周二，该公司股票当日重挫59%，收于12.94美元，抹去了前一个交易日的大部分涨幅。 对于股价的剧烈波动，市场分析将其归因于该公司较低的股票流通量以及尚处于商业化初期的基本面。这一事件直接向投资者 揭示了投资小型、新上市公司的潜在高回报与高风险，尤其是在备受关注但商业模式尚未完全验证的太空探索领域。 上市首周股价巨震，从暴涨到腰斩 Starfighters Space自上周四开始交易以来，其股价走势极度动荡。据公开资料显示，该公司的IPO发行价为每股3.59美元。 上市首日（上周四），该股开盘价即达到10美元，盘中一度冲高至17.72美元，最终收于8.50美元。然而，市场的热情在周五迅 ...

此外，美国正在推动冷战以来最大规模的太空军事化部署。总统特朗普此前签署行政令，将载人登月、 建立月球基地和太空武器防御列为国家优先事项，随即五角大楼表示已发放价值35亿美元的军用卫星订 单，标志着美国正以前所未有的速度整合民用太空探索与军事战略。 智通财经APP获悉，周一，美股太空概念股盘初上扬，BlackSky Technology(BKSY.US)大涨近20%， Redwire(RDW.US)拉升涨超7%，Rocket Lab(RKLB.US)涨近7%，AST SpaceMobile(ASTS.US)涨近6%。 消息面上，BlackSky Technology近日表示，已在发射后21天激活其第三颗第三代卫星用于商业用途。该 公司称，这颗卫星通过公司的Spectra平台扩展了对35厘米高分辨率影像和自动化人工智能分析的访问权 限。 ...

点击蓝字，关注我们 1 . 中原建业(09982)于2024年4月2日暂停买卖，时隔逾20个月复牌，今早一度飙升近64%，截至发 稿，涨41.82% 。消息面上，12月19日晚，中原建业发布公告称，已履行复牌指引，主要包括刊发所 有尚未刊发的财务业绩，并解决任何审计修订。 今日上午港股 2 . 机器人概念股今日普涨， 极智嘉-W(02590)涨5.81%，德昌电机控股(00179)涨4.96%，优必选 (09880)涨2.86%，三花智控(02050)涨2.36% 。消息面上，人形机器人行业近期催化频出。12月14日， 优必选与国际半导体巨头美国德州仪器达成战略合作，全年订单总金额突破13亿。 3 . 锂业股早盘继续走高， 天齐锂业(09696)涨5.31%，赣锋锂业(01772)涨4.84% 。 消息面上，12月22 日早，广期所碳酸锂主力合约再涨近5%，现报115300元/吨。据期货日报，江西省宜春招标网发布 《江西省宜丰县圳口里-奉新县枧下窝锂矿采矿项目环境影响评价第一次环评信息公示》，对宜春时 代新能源矿业有限公司的江西省宜丰县圳口里-奉新县枧下窝锂矿采矿项目进行第一次环评信息公 示。 4. 黄金股涨 ...

Core Viewpoint - The U.S. space concept stocks have seen a resurgence, with significant gains in companies like Planet Labs PBC and Destiny Tech100, driven by news of SpaceX's potential IPO and ambitious financial projections [1] Group 1: Stock Performance - Planet Labs PBC (PL.US) surged by 33% [1] - Destiny Tech100 (DXYZ.US) increased by over 10% [1] - EchoStar Corporation (SATS.US) and Rocket Lab (RKLB.US) both rose by more than 4% [1] Group 2: SpaceX IPO Plans - SpaceX plans to conduct an IPO as early as mid-2026, aiming to raise over $30 billion [1] - The company is projected to have a valuation of approximately $1.5 trillion [1] - Funds raised will be allocated for space data centers and chip procurement [1] Group 3: Financial Projections - SpaceX anticipates revenues of $15 billion in 2025 [1] - Expected revenue growth to $22 billion to $24 billion in 2026 [1]

Core Viewpoint - The U.S. space concept stocks have seen a resurgence, with significant gains in companies like Planet Labs PBC and Destiny Tech100, driven by news of SpaceX's potential IPO and its ambitious fundraising plans [1] Group 1: Stock Performance - Planet Labs PBC (PL.US) surged by 33% [1] - Destiny Tech100 (DXYZ.US) increased by over 10% [1] - EchoStar Corporation (SATS.US) and Rocket Lab (RKLB.US) both rose by more than 4% [1] Group 2: SpaceX IPO Plans - SpaceX plans to conduct an IPO as early as mid-2026, aiming to raise over $30 billion [1] - The company is estimated to have a valuation of approximately $1.5 trillion [1] - Funds raised will be allocated for space data centers and chip procurement [1] Group 3: Revenue Projections - SpaceX anticipates revenue of $15 billion in 2025 [1] - Expected revenue growth to $22-24 billion in 2026 [1]

Group 1: Market Movements - ZTE Corporation (00763) fell nearly 9% due to reports that it may pay over $1 billion, potentially up to $2 billion, to the U.S. government to resolve overseas bribery allegations [1] - Real estate stocks generally declined, with Aoyuan Group (03383) down 6.06%, Shimao Group (00813) down 3.7%, and Sunac China (01918) down 1.48%. However, R&F Properties (02777) rose 1.56% [1] - Wind power stocks saw gains, with Goldwind Technology (02208) up 6.98%, Dongfang Electric (01072) up 4.57%, and Datang New Energy (01798) up 0.47% [1] - Red Star Macalline (01528) dropped over 10% after a significant price increase in the previous two trading days [1] Group 2: Sector Developments - E-Hi Group (02858) rose over 5%, with a cumulative increase of over 20% this week, following its inclusion in the newly launched Hong Kong Stock Exchange Technology 100 Index [2] - Lithium battery stocks mostly increased, with Ganfeng Lithium (01772) up 2.06%, Tianqi Lithium (09696) up 2.46%, and CATL (03750) up 2.43% [2] - National Hydrogen Energy (02582) rose nearly 2% after announcing a share buyback plan with a total cap of HKD 50 million [2] Group 3: Company Announcements - Kangfang Biotech (09926) rose nearly 1% after presenting positive clinical trial data for its PD-1/VEGF bispecific antibody in treating triple-negative breast cancer at a recent conference [3][4] - PACIFIC LEGEND (08547) fell over 14% after announcing a placement of up to 98.52 million shares at a discount to the market price [4] Group 4: U.S. Market Highlights - Destiny Tech100 (DXYZ.US) rose 14.36% due to its holdings in SpaceX, which is advancing its IPO plans aiming to raise over $30 billion [5] - Phoenix Technologies (PLAB.US) surged 45.39% after reporting better-than-expected earnings and revenue for Q4 FY2025 [5] - Warner Bros. Discovery (WBD.US) increased 4.49%, reaching a historical high, following a significant acquisition agreement with Netflix [6]

Core Viewpoint - A few space-related stocks have seen significant increases, with Momentus (MNTS.US) rising over 15%, Destiny Tech100 (DXYZ.US) increasing over 10%, and EchoStar (SATS.US) up over 4%. This surge is linked to SpaceX's plans for an IPO that could raise over $30 billion, potentially making it the largest IPO in history with a valuation of approximately $1.5 trillion, targeted for mid to late 2026 [1]. Group 1 - SpaceX is advancing its IPO plans, aiming to raise significantly more than $30 billion [1] - The IPO could achieve a valuation of around $1.5 trillion [1] - If successful, this IPO would become the largest in history [1] Group 2 - Momentus (MNTS.US) stock increased by over 15% [1] - Destiny Tech100 (DXYZ.US) stock rose by over 10% [1] - EchoStar (SATS.US) stock went up by over 4% [1]

Core Viewpoint - A few space-related stocks have seen significant increases, driven by news of SpaceX's plans for an IPO aiming to raise over $30 billion, potentially becoming the largest IPO in history with a valuation of approximately $1.5 trillion [1] Group 1: Stock Performance - Momentus (MNTS.US) rose over 15% [1] - Destiny Tech100 (DXYZ.US), a fund associated with SpaceX, increased by more than 10% [1] - EchoStar (SATS.US) saw a rise of over 4% [1] Group 2: SpaceX IPO Plans - SpaceX is advancing its IPO plans to raise significantly more than $30 billion [1] - The company is targeting a valuation of around $1.5 trillion for the IPO [1] - The anticipated timeline for the IPO is between mid-2026 to the end of 2026 [1]