格隆汇10月1日｜巴克莱银行将太空概念股卫讯公司(VSAT)评级从"中性"下调至"减持"，但同时将目标 股价从10美元大幅上调至23美元。 ...

Core Viewpoint - The space concept stocks experienced a significant rise following President Donald Trump's executive order to ease commercial space regulations, marking a major breakthrough for the space industry [1] Group 1: Stock Performance - Virgin Galactic (SPCE.US) saw an increase of over 9% [1] - Rocket Lab (RKLB.US) rose nearly 7% [1] - AST SpaceMobile (ASTS.US) gained over 5% [1] Group 2: Regulatory Changes - The executive order mandates the Secretary of Transportation to eliminate or expedite environmental review processes for launch and re-entry permits [1] - It calls for the repeal of "outdated, redundant, or overly restrictive" regulations on spacecraft [1] - The order requires an assessment of whether states are hindering spaceport infrastructure development and aims to simplify the authorization process for new space activities [1]

Market Performance - The three major U.S. stock indices showed mixed results as of June 9, with the Dow Jones down 0.24%, the Nasdaq up 0.44%, and the S&P 500 up 0.11% [1] - Warner Bros. Discovery saw a significant increase of over 8% as the company plans to split into two media companies [1] - Circle, referred to as the "first stock of stablecoin," continued to rise sharply, gaining nearly 15% after its listing [1] - Space-related stocks experienced notable gains, with AST SpaceMobile and Redwire both up over 14%, and Rocket Lab up over 11% [1] Economic Indicators - The U.S. non-farm payroll report for May indicated an addition of 139,000 jobs, which, while the lowest since February, exceeded market expectations of 130,000 [5] - The unemployment rate in the U.S. remained steady at 4.2% for the third consecutive month, alleviating concerns about a significant slowdown in the labor market [5] Company News - Analysts on Wall Street believe that the recent tensions between Elon Musk and Donald Trump, referred to as "Tesla-Trump split," will not have a long-term negative impact on Tesla's business, including its ambitions for autonomous ride-hailing [6] - Morningstar analyst Seth Goldstein stated that the relationship between Musk and Trump affects Tesla's stock and investor sentiment, but does not significantly impact Tesla's actual business operations [6]

Group 1 - Elon Musk's SpaceX will immediately initiate the retirement process for the Dragon spacecraft following President Trump's cancellation of its government contract [1] - Investor Ross Gerber believes the dispute with Trump could be disastrous for Musk, potentially leading to a wave of shareholder lawsuits against Tesla [1] - SpaceX's valuation may decrease by as much as 50% due to the fallout from this incident [1] Group 2 - Tesla's stock price (TSLA) fell by 2.1% in after-hours trading [1] - Rocket Lab (RKLB) saw a 7.3% increase in after-hours trading [1] - Other companies in the space sector, such as AST SpaceMobile Inc., EchoStar Corp., and Viasat Inc., experienced varying stock price movements, with AST SpaceMobile up 7.53% and EchoStar Corp. up 17.47% [1]